#742 Alpha Score 0.7

itsDanielWu

@itsDanielWu · tracked since Feb 2026
742
BUZZBERG Alpha Score combines three things: realized average return, confidence in the sample size, idea volume, and speaker reputation. Speakers with only a few calls are pulled closer to the platform average; speakers with many evaluated ideas keep more of their own return. Reputation only boosts: 5.0 or lower is neutral, while scores above 5 add weight. Scores are normalized to 0-100; 100 is best. Read the FAQ
Alpha Score 0.7
Calls 12 140 Posts tracked · 1.4/day
Calls
7d 0
30d 3
90d 6
Best Calls
APP long +37.9%
NVDA long +23.7%
QQQ long +22.9%
Worst Calls
SNDK short -166.4%
NET short -66.4%
SMH short -55.7%
Most Mentioned
META ×2
NVDA ×2
ADBE ×1
Recent Calls
ASML long 2 weeks ago
AMAT long 2 weeks ago
LRCX long 2 weeks ago
Win Rate 58% Long 6 Short 6
Win Rate
7d 50%
30d 56%
90d 50%
Average Return -14.2% Long Return +22.9% Short Return -51.3%
Average Return
7d +0.6%
30d -3.1%
90d -7.5%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
META Meta Pla... Meta Platforms, Inc.
Short
Apr 30
$614.50
+2.7%
Short META as aggressive capex spending is expected to destroy profitability, leading to zero earnings by year-end.
Short META as aggressive capex spending is expected to destroy profitability, leading to zero earnings by year-end.
AI/Semi
TWITTER
AMAT Applied ... Applied Materials, Inc.
Long
May 18
$414.55
+18.2%
Long semicap equipment as hyperscalers will maintain or increase capex on either memory or compute, driving sustained wafer fab equipment demand.
Long semicap equipment as hyperscalers will maintain or increase capex on either memory or compute, driving sustained wafer fab equipment demand.
AI/Semi
TWITTER
ASML ASML Hol... ASML Holding N.V.
Long
May 18
$1475.67
+15.5%
Long semicap equipment as hyperscalers will maintain or increase capex on either memory or compute, driving sustained wafer fab equipment demand.
Long semicap equipment as hyperscalers will maintain or increase capex on either memory or compute, driving sustained wafer fab equipment demand.
AI/Semi
TWITTER
LRCX Lam Rese... Lam Research Corporation
Long
May 18
$279.21
+19.1%
Long semicap equipment as hyperscalers will maintain or increase capex on either memory or compute, driving sustained wafer fab equipment demand.
Long semicap equipment as hyperscalers will maintain or increase capex on either memory or compute, driving sustained wafer fab equipment demand.
AI/Semi
TWITTER
APP AppLovin... AppLovin Corporation
Long
Mar 19
$439.30
+37.9%
A negative forensic report pressuring the stock is based on flawed data, suggesting the bearish thesis is weak and the market may be overreacting.
A negative forensic report pressuring the stock is based on flawed data, suggesting the bearish thesis is weak and the market may be overreacting.
AI/Semi
TWITTER
SNDK Sandisk ... Sandisk Corporation...
Short
Mar 11
$646.00
-166.4%
The author is expressing skepticism about a bullish forecast for $SNDK's run rate EPS, suggesting via analogy that the expectation is an absurd and unrealistic extrapolation.
The author is expressing skepticism about a bullish forecast for $SNDK's run rate EPS, suggesting via analogy that the expectation is an absurd and unrealistic extrapolation.
AI/Semi
TWITTER
NVDA NVIDIA C... NVIDIA Corporation
Long
Mar 03
$180.05
+23.7%
The author claims Nvidia's unit market share is double what a report suggests, indicating a much stronger competitive position than may be perceived.
The author claims Nvidia's unit market share is double what a report suggests, indicating a much stronger competitive position than may be perceived.
AI/Semi
TWITTER
SMH VanEck S... VanEck Semiconductor ETF
Short
Feb 27
$406.37
-55.7%
The semiconductor memory sector is facing a future where supply/demand normalization will cause significant price declines that overwhelm bit growth, leading to severe margin compression.
The semiconductor memory sector is facing a future where supply/demand normalization will cause significant price declines that overwhelm bit growth, leading to severe margin compression.
AI/Semi
TWITTER
NVDA NVIDIA C... NVIDIA Corporation
Short
Feb 26
$184.89
-20.5%
The author questions the math behind NVIDIA's revenue claims, suggesting that the company's reported Blackwell deployment figures may not align with its revenue, implying a potential overstatement in the bull case.
The author questions the math behind NVIDIA's revenue claims, suggesting that the company's reported Blackwell deployment figures may not align with its revenue, implying a potential overstatement in the bull case.
AI/Semi
TWITTER
QQQ Invesco ... Invesco QQQ Trust
Long
Feb 24
$607.87
+22.9%
The author dismisses the idea that niche, custom-built apps ("vibe coding") pose a real threat to established SaaS companies, as enterprises primarily buy software to outsource the burden of maintenance.
The author dismisses the idea that niche, custom-built apps ("vibe coding") pose a real threat to established SaaS companies, as enterprises primarily buy software to outsource the burden of maintenance.
Macro
TWITTER
NET Cloudflare, Inc. Cloudflare, Inc.
Short
Feb 24
$163.81
-66.4%
The author is sarcastically highlighting that even after a steep price decline, the stock's valuation remains extremely high, implying a bearish view.
The author is sarcastically highlighting that even after a steep price decline, the stock's valuation remains extremely high, implying a bearish view.
AI/Semi
TWITTER
ADBE Adobe Inc. Adobe Inc.
Short
Feb 20
$258.61
-1.1%
The bull case for Adobe's generative AI is weakened by its insufficient IP indemnification, which exposes the company and its customers to significant legal and financial risk from copyright lawsuits.
The bull case for Adobe's generative AI is weakened by its insufficient IP indemnification, which exposes the company and its customers to significant legal and financial risk from copyright lawsuits.
AI/Semi
TWITTER
Showing 12 of 12 picks · sorted by mentions