Calls
6
#424
Alpha Score 55.1
Gaetano
Substack author, Gaetano
Win Rate
33.3%
return
+2.1%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 17
$137.64
-1.3%
Author holds Semtech and believes the company is undervalued despite recent gains due to multiple product ramps (CopperEdge, 1.6T optical, LPO, HieFo) and financial transformation, positioning it as a
Author holds Semtech and believes the company is undervalued despite recent gains due to multiple product ramps (CopperEdge, 1.6T optical, LPO, HieFo) and financial transformation, positioning it as a key enabler in AI data center signal integrity.
AI ASIC
Long
Jun 29
$221.05
-13.8%
Author owns Corning based on thesis that AI creates optical bottlenecks, requiring more fiber and advanced connectivity, with existing agreements with Meta, hyperscalers, Springboard, Photonics Platfo
Author owns Corning based on thesis that AI creates optical bottlenecks, requiring more fiber and advanced connectivity, with existing agreements with Meta, hyperscalers, Springboard, Photonics Platform, and NVIDIA relationship.
AI Photonics
Long
Jun 22
$430.58
+7.3%
Author believes Ciena's positioning and growth are strong, but the stock dropped post-earnings. He is stress-testing the thesis to determine if the dip is buyable, and has added to his position, indic
Author believes Ciena's positioning and growth are strong, but the stock dropped post-earnings. He is stress-testing the thesis to determine if the dip is buyable, and has added to his position, indicating conviction.
AI Photonics
Long
May 28
$85.74
-7.5%
Author believes long-term thesis strengthened despite near-term margin pressure from NAND cost spikes; revenue and guidance raised.
Author believes long-term thesis strengthened despite near-term margin pressure from NAND cost spikes; revenue and guidance raised.
Other
Long
May 14
$47.75
+66.2%
Author believes Penguin Solutions is transitioning from a memory/systems company to an AI inference memory infrastructure platform, with CXL and MemoryAI as near-term proof points and PMA as a long-te
Author believes Penguin Solutions is transitioning from a memory/systems company to an AI inference memory infrastructure platform, with CXL and MemoryAI as near-term proof points and PMA as a long-term moonshot.
AI Hardware
Long
May 11
$28.20
-38.3%
The author includes LPK among his recent European plays that have performed strongly, implying he currently holds a long position.
The author includes LPK among his recent European plays that have performed strongly, implying he currently holds a long position.
Foundry Equipment
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Gaetano has 6 trade ideas tracked on Buzzberg across 6 tickers since May 2026. Ranked #424 on the Buzzberg Alpha leaderboard. Most covered: SMTC, CIEN, PENG.
