Calls
46
#20
Alpha Score 98.0
frenchie_
AI Photonics Trader
Win Rate
50.0%
return
+16.3%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 02
$219.52
+7.8%
Buy MRVL on Jensen Huang's public Computex endorsement, Nvidia's $2B equity stake, data center revenue now ~75% of sales, custom silicon/optical interconnect positioning as AI bottleneck, and guidance raised to $11.5B FY27 with a path to $16.5B FY28 (+45%).
Buy MRVL on Jensen Huang's public Computex endorsement, Nvidia's $2B equity stake, data center revenue now ~75% of sales, custom silicon/optical interconnect positioning as AI bottleneck, and guidance raised to $11.5B FY27 with a path to $16.5B FY28 (+45%).
AI ASIC
Long
May 19
$66.86
+6.9%
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
Feb 27
$77.84
+53.8%
Long $AAOI - photonics name exploding with massive engagement; after talking with Serenity and key sector actors, the narrative seems unstoppable.
Long $AAOI - photonics name exploding with massive engagement; after talking with Serenity and key sector actors, the narrative seems unstoppable.
AI Photonics
Long
Jun 15
$445.98
+3.6%
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
May 12
$79.94
+39.4%
Long $VPG — earnings blow-out: +20% pre-market, revenue $84.4M (+17.6% YoY), bookings $102.1M (+25.5% QoQ), $1M humanoid robot orders + discussions with 4th undisclosed developer. Extends ongoing long thesis.
Long $VPG — earnings blow-out: +20% pre-market, revenue $84.4M (+17.6% YoY), bookings $102.1M (+25.5% QoQ), $1M humanoid robot orders + discussions with 4th undisclosed developer. Extends ongoing long thesis.
AI Hardware
Long
May 06
$61.58
-4.9%
Long $VECO (Veeco) — benefits from triple narrative Memory + Photonics + Quantum. Veeco sells the manufacturing tools required across these narratives while market focuses on NVDA, AVGO, MRVL, TSM.
Long $VECO (Veeco) — benefits from triple narrative Memory + Photonics + Quantum. Veeco sells the manufacturing tools required across these narratives while market focuses on NVDA, AVGO, MRVL, TSM.
Foundry Equipment
Long
Mar 28
$53.76
+82.3%
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
May 03
$47.01
+31.9%
Long $STMPA — one of the best European vehicles to play the microcontroller boom.
Foundry Equipment
Long
Apr 24
$46.52
+97.8%
Long $MXL — +35% after hours. Directly involved in datacenter/5G/WiFi 7 narrative. Latest earnings beat consensus with strong revenue acceleration.
Long $MXL — +35% after hours. Directly involved in datacenter/5G/WiFi 7 narrative. Latest earnings beat consensus with strong revenue acceleration.
AI Photonics
Long
Apr 16
$258.00
+117.0%
Long $AMD — significantly outperformed $NVDA since start of year. Speaker thinks $300 by end of year is largely doable.
Long $AMD — significantly outperformed $NVDA since start of year. Speaker thinks $300 by end of year is largely doable.
AI Compute
Long
Mar 11
$22.60
+71.5%
Long $IQE (10% of photonics basket) - small cap allocation in speaker's offensive photonics portfolio basket.
Long $IQE (10% of photonics basket) - small cap allocation in speaker's offensive photonics portfolio basket.
AI Photonics
Long
Mar 02
$776.80
+3.5%
Long $LITE - NVIDIA announces strategic agreement and $2B investment to develop and secure optics/photonics supply chain for AI data centers, including R&D and capacity. Speaker frames as photonics supercycle.
Long $LITE - NVIDIA announces strategic agreement and $2B investment to develop and secure optics/photonics supply chain for AI data centers, including R&D and capacity. Speaker frames as photonics supercycle.
AI Photonics
Long
Feb 25
$80.04
-32.4%
Long Silver - first profit-taking on futures long, position reinforced in spot under $74 after February's brutal drop. Thesis driven by fundamental physical pressure dynamics.
Long Silver - first profit-taking on futures long, position reinforced in spot under $74 after February's brutal drop. Thesis driven by fundamental physical pressure dynamics.
Commodities
Long
Jun 11
$987.11
-0.5%
Buy MU as a primary beneficiary of the AI memory cycle; rising DRAM/HBM/NAND prices and structural supply shortfall versus data center demand support continued upside repricing.
Buy MU as a primary beneficiary of the AI memory cycle; rising DRAM/HBM/NAND prices and structural supply shortfall versus data center demand support continued upside repricing.
AI Memory
Long
Mar 02
$295.63
+9.8%
Long $COHR - NVIDIA announces strategic agreement and $2B investment to develop and secure optics/photonics supply chain for AI data centers, including R&D and capacity. Speaker frames as photonics supercycle.
Long $COHR - NVIDIA announces strategic agreement and $2B investment to develop and secure optics/photonics supply chain for AI data centers, including R&D and capacity. Speaker frames as photonics supercycle.
AI Photonics
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frenchie_ has 46 trade ideas tracked on Buzzberg across 45 tickers since February 2026. Win rate 50% across 46 evaluated calls, average return +16.3%. Ranked #20 on the Buzzberg Alpha leaderboard. Most covered: MRVL, STM, AAOI.
