Calls
4
jpinsights
Win Rate
100.0%
return
+10.2%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 30
$226.77
+27.4%
Buy VRT after post-earnings selloff; Q2 delivered OP +51% and margins +410bps, full-year guidance raised across all metrics, balance sheet flipped to net cash, and moat deepening via liquid cooling — creating a mispriced entry toward a ~2x target over ~2.5 years.
Buy VRT after post-earnings selloff; Q2 delivered OP +51% and margins +410bps, full-year guidance raised across all metrics, balance sheet flipped to net cash, and moat deepening via liquid cooling — creating a mispriced entry toward a ~2x target over ~2.5 years.
Grid Equipment
Long
Aug 12
$234.00
+1.5%
Buy Bloom Energy as a read-through winner from NBIS earnings; NBIS management explicitly endorsed behind-the-meter generation and confirmed switching to Bloom at Vineland enables fast deployment, validating BE's speed-to-power advantage as a key differentiator in AI infrastructure buildout.
Clean Energy
Long
Aug 12
$883.49
+4.8%
Buy LITE as revenue has ramped from $808M to $1.01B with $1.25B guided next quarter, gross margins expanded to 50.4% and operating margins approaching 40%, pump lasers are supply-constrained, 1.6T is in production, OCS exceeds $100M/quarter, and the CPO/NPO cycle remains a future upside catalyst not yet priced in.
AI Photonics
Long
Aug 09
$249.99
+7.2%
Buy CRDO for its superior AEC IP and integrated connectivity moat; the 2025 patent settlement with Volex removes a legal distraction while leaving Credo's core technology advantage intact.
AI Photonics
Showing 4 of 4 calls · sorted by mentions
Choose a mentions count to open ticker posts.
jpinsights has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: VRT, BE, CRDO.
