Calls
88
#185
Alpha Score 85.0
frenchie_
AI Photonics Trader
Win Rate
42.0%
return
+5.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 06
$73.71
-15.4%
Buy SLV in the Asian session based on the speaker's stated high win rate for long silver entries; the statistical edge in that session is the catalyst.
Commodities
Long
Feb 14
$78.61
+207.5%
Buy photonics names MRVL, COHR, and AVGO as value-chain beneficiaries of data center expansion; author frames these as indirect winners of the data center energy demand growth trend.
AI ASIC
Long
Jan 05
$74.54
+29.6%
Long copper from the bottom of the range, expecting the next move to be a strong breakout ("Ariane rocket"); the author has already built the position and is positioned for upside.
Commodities
Long
May 19
$66.86
-25.9%
Buy STM based on overlooked robotics/AI exposure via NVDA partnership; market still pigeonholes it as auto/industrial.
Buy STM based on overlooked robotics/AI exposure via NVDA partnership; market still pigeonholes it as auto/industrial.
AI ASIC
Long
Jun 15
$445.98
-13.1%
The author explicitly states Cien is a buy for them, endorsing the parent's view on upside gap potential.
The author explicitly states Cien is a buy for them, endorsing the parent's view on upside gap potential.
AI Photonics
Long
Jan 04
$25.67
+211.8%
Adds to an existing long position in HYPE, signaling continued conviction without a stated new catalyst.
Crypto Assets
Long
Feb 27
$77.84
+45.6%
Author is bullish on this photonics company, citing massive current enthusiasm and an unstoppable narrative after speaking with key sector players.
AI Photonics
Long
Jan 22
$48.99
+30.6%
Buy VPG: precision robotics-tool maker appears undervalued, with robotics exposure and the valuation gap as the core reasons for upside.
AI Hardware
Long
May 06
$61.58
-24.2%
Buy VECO as an overlooked picks-and-shovels equipment supplier exposed to three concurrent high-growth narratives — memory, photonics, and quantum — while investor attention remains concentrated on larger-cap names like NVDA, AVGO, MRVL, and TSM.
Foundry Equipment
Long
Feb 14
$217.23
+32.7%
Buy COHR as a photonics value-chain beneficiary of accelerating data center energy demand; author explicitly names it among the "grands gagnants" of the data center bet.
AI Photonics
Long
Feb 06
$86.03
+158.3%
Buy NBIS as a Neocloud beneficiary; exploding AI capex from hyperscalers (META, AMZN, GOOGL) is creating infrastructure scarcity that structurally advantages Neocloud operators like NBIS.
NeoCloud
Long
Jan 02
$226.47
+112.7%
Author discloses an active long spot position in AMD, noting a good start to the trade.
AI Compute
Long
May 03
$47.01
-9.5%
Author considers the company one of the best European vehicles to capitalize on the explosive growth in microcontrollers.
Foundry Equipment
Long
Mar 28
$53.76
+102.4%
Long $SOI (Soitec) - world leader in semiconductor substrates, key brick for photonics. Part of speaker's top 4 French stocks with 'potentiel enorme'.
Long $SOI (Soitec) - world leader in semiconductor substrates, key brick for photonics. Part of speaker's top 4 French stocks with 'potentiel enorme'.
Foundry Equipment
Long
Mar 11
$47.36
+42.6%
Buy AXT Inc as a 15% small-cap allocation within an aggressive photonics basket, part of the speculative satellite positions around sector leaders.
AI Photonics
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frenchie_ has 88 trade ideas tracked on Buzzberg across 84 tickers since January 2026. Win rate 42% across 88 evaluated calls, average return +5.2%. Ranked #185 on the Buzzberg Alpha leaderboard. Most covered: SILVER, MRVL, COPPER.
