Gaetano

Substack author, Gaetano
· tracked since May 2026
Calls 3 22 Posts tracked · 1.3/day
Calls
7d 0
30d 3
90d 3
Best Calls
SMTC long +29.9%
PENG long +16.8%
Worst Calls
LPK.DE long -0.7%
Most Mentioned
SMTC ×1
PENG ×1
LPK.DE ×1
Recent Calls
LPK.DE long 2 weeks ago
PENG long 1 week ago
SMTC long 1 week ago
Win Rate 67% Long 3 Short 0
Win Rate
7d 67%
30d —
90d —
Average Return +15.3% Long Return +15.3% Short Return -
Average Return
7d -3.0%
30d —
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
SMTC Semtech Corp Semtech Corp
Long
May 17
$137.64
+29.9%
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/Semi
SUBSTACK
PENG Penguin ... Penguin Solutions, Inc.
Long
May 14
$47.75
+16.8%
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/Semi
SUBSTACK
LPK.DE LPKF Las... LPKF Laser & Electronics SE
Long
May 11
$28.20
-0.7%
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.
Photonics
SUBSTACK
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