#138
Alpha Score 82.9
Ejaaz Ahamadeen
Co-Host, Limitless Podcast (Bankless)
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 07
$278.83
-16.0%
The next wave of AI spending will shift from chips to power generation and infrastructure because data centers cannot utilize existing GPU clusters fully (e.g., xAI only 11% utilization). Companies providing power supply, regulation, cooling, and optics (Bloom Energy, GE, Vinova, Constellation Energy, CEG, and Corning) will see rising demand as hyperscalers and AI labs build out facilities.
Energy
Long
May 07
$668.09
+33.5%
Memory is the critical choke point in the AI stack, making up 50% of a GPU's bill of materials. High-bandwidth memory (HBM) is supplied by only three companies (Micron, SK Hynix, Samsung) and NAND flash by SanDisk. Supply is sold out until 2028, and demand continues to rise due to AI agents and Jevons paradox (efficiency gains increase total memory consumption). These companies have pricing power and long-term contracts.
AI/Semi
Long
May 01
$612.75
-6.8%
Meta reported revenue up 33% year-over-year, beating EPS by 53%, driven by AI-powered advertising. The stock dropped 9% on the day, which is an overreaction. Meta's AI integration is proving successful, and the advertising business is more variable but the growth is real. As a meta investor, I would add to my position.
AI/Semi
Long
Mar 27
$279.47
+26.4%
Ejaaz stated that Google's TurboQuant algorithm is "very bullish Google stock" and he "bought a bunch more when this came out." TurboQuant enhances AI efficiency, reducing memory needs and costs, which may accelerate AI adoption and solidify Google's leadership in AI research and infrastructure. LONG because Google's innovation drives AI growth and positions it for long-term gains. Delays in scaling the technology or competitive responses from other tech giants.
Ejaaz stated that Google's TurboQuant algorithm is "very bullish Google stock" and he "bought a bunch more when this came out." TurboQuant enhances AI efficiency, reducing memory needs and costs, which may accelerate AI adoption and solidify Google's leadership in AI research and infrastructure. LONG because Google's innovation drives AI growth and positions it for long-term gains. Delays in scaling the technology or competitive responses from other tech giants.
AI/Semi
Long
Feb 20
$264.58
+10.2%
Ejaaz explicitly states, "I have recently taken a position in Apple." Leaks suggest Apple is launching smart glasses, camera-equipped AirPods, and AI pendants next year. To make personalized AI agents truly useful, the AI needs to "see" and "hear" what the user experiences. Apple's hardware ecosystem is best positioned to capture this data input layer, moving beyond the iPhone into ambient computing. Long Apple on the thesis of an AI-driven hardware refresh cycle and the deployment of personalized agents. Hardware delays; failure to compete with Meta's Ray-Ban glasses; software (Siri/Apple Intelligence) lagging behind OpenAI/Google.
Ejaaz explicitly states, "I have recently taken a position in Apple." Leaks suggest Apple is launching smart glasses, camera-equipped AirPods, and AI pendants next year. To make personalized AI agents truly useful, the AI needs to "see" and "hear" what the user experiences. Apple's hardware ecosystem is best positioned to capture this data input layer, moving beyond the iPhone into ambient computing. Long Apple on the thesis of an AI-driven hardware refresh cycle and the deployment of personalized agents. Hardware delays; failure to compete with Meta's Ray-Ban glasses; software (Siri/Apple Intelligence) lagging behind OpenAI/Google.
Consumer
Long
Feb 07
$411.11
-7.2%
Ejaaz explicitly states, "I know that I'm buying Tesla today." This contradicts the AI dashboard's "Hold" rating, which cited high valuation and execution risks. There is an asymmetry between market sentiment (bearish due to declining stock price) and the technological reality of AI/Robotics. The host believes the market is underpricing the convergence of AGI and robotics (Robotaxi/FSD). LONG (Contrarian play against the AI's own advice). Execution failure on Robotaxi or FSD licensing delays.
Ejaaz explicitly states, "I know that I'm buying Tesla today." This contradicts the AI dashboard's "Hold" rating, which cited high valuation and execution risks. There is an asymmetry between market sentiment (bearish due to declining stock price) and the technological reality of AI/Robotics. The host believes the market is underpricing the convergence of AGI and robotics (Robotaxi/FSD). LONG (Contrarian play against the AI's own advice). Execution failure on Robotaxi or FSD licensing delays.
Consumer
Long
Jun 05
$291.72
-13.4%
Jensen Huang declared Marvell the next trillion-dollar company as it specializes in networking architecture for AI data centers, addressing the next bottleneck after compute and memory, and NVIDIA has invested $2 billion in the company.
AI/Semi
Long
Jun 05
$213.36
-6.1%
NVIDIA announced entry into the CPU market at Computex, with a $20 billion revenue run rate expected this year, demonstrating successful expansion beyond GPUs into adjacent compute markets driven by AI demand.
AI/Semi
Long
Jun 02
$461.31
-19.8%
Dell is executing a successful pivot from a legacy server/PC company to a leading AI infrastructure provider. It assembles NVIDIA GPU racks and cooling systems, turning raw chips into functional AI data centers. The company reported record revenue with AI server sales up 800% year over year, has over 5,000 major customers, and was the first to deploy NVIDIA's Vera Rubin rack. The partnership with NVIDIA and the US onshoring push by the Trump administration provide strong demand tailwinds. Despite a massive stock rally, the fundamentals back the growth.
AI/Semi
Long
May 13
$53.28
+7.7%
AI inference and agent demand is creating an insatiable need for high-bandwidth memory (HBM). Supply is physically constrained with lead times out to 2027; customers are paying upfront for future capacity. Forward P/E ratios for memory companies remain low (under 10x for Micron, 5-6x for SK Hynix), indicating the run-up is not a bubble. The DRAM ETF provides a convenient US-accessible basket of the top three memory manufacturers (SK Hynix, Samsung, Micron) plus storage plays (SanDisk, Seagate). Both hosts explicitly endorse the ETF as a set-and-forget investment for long-term AI memory exposure.
AI/Semi
Long
May 07
$1656000.00
+33.8%
Memory is the critical choke point in the AI stack, making up 50% of a GPU's bill of materials. High-bandwidth memory (HBM) is supplied by only three companies (Micron, SK Hynix, Samsung) and NAND flash by SanDisk. Supply is sold out until 2028, and demand continues to rise due to AI agents and Jevons paradox (efficiency gains increase total memory consumption). These companies have pricing power and long-term contracts.
AI/Semi
Long
May 07
$271500.00
+18.6%
Memory is the critical choke point in the AI stack, making up 50% of a GPU's bill of materials. High-bandwidth memory (HBM) is supplied by only three companies (Micron, SK Hynix, Samsung) and NAND flash by SanDisk. Supply is sold out until 2028, and demand continues to rise due to AI agents and Jevons paradox (efficiency gains increase total memory consumption). These companies have pricing power and long-term contracts.
AI/Semi
Long
May 07
$415.05
+9.0%
Agentic AI requires CPUs for orchestrating multiple AI agents, reversing the historical GPU-only focus. The CPU-to-GPU ratio is now moving from near zero to one-to-one and will soon flip, with CPUs outnumbering GPUs. Intel and AMD, dominant CPU manufacturers, are direct beneficiaries of this structural demand shift from AI inference and agent orchestration.
AI/Semi
Long
May 07
$320.01
-24.3%
The next wave of AI spending will shift from chips to power generation and infrastructure because data centers cannot utilize existing GPU clusters fully (e.g., xAI only 11% utilization). Companies providing power supply, regulation, cooling, and optics (Bloom Energy, GE, Vinova, Constellation Energy, CEG, and Corning) will see rising demand as hyperscalers and AI labs build out facilities.
Energy
Long
May 07
$306.02
+4.1%
The next wave of AI spending will shift from chips to power generation and infrastructure because data centers cannot utilize existing GPU clusters fully (e.g., xAI only 11% utilization). Companies providing power supply, regulation, cooling, and optics (Bloom Energy, GE, Vinova, Constellation Energy, CEG, and Corning) will see rising demand as hyperscalers and AI labs build out facilities.
Other
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Ejaaz Ahamadeen has 22 trade ideas tracked on Buzzberg across 22 tickers since February 2026. Win rate 55% across 22 evaluated calls, average return +5.4%. Ranked #138 on the Buzzberg Alpha leaderboard. Most covered: MU, AAPL, TSLA.