Calls
38
#2
Alpha Score 99.9
jukan05
Contributor, Citrini Research
Win Rate
75.7%
return
+34.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 15
$336.63
+150.5%
Long $MU — speaker frames NAND makers as set to 'print money' for three years on huge gross margins; MU tagged alongside SNDK as a direct beneficiary of the structural undersupply.
Long $MU — speaker frames NAND makers as set to 'print money' for three years on huge gross margins; MU tagged alongside SNDK as a direct beneficiary of the structural undersupply.
AI Memory
Long
Jan 03
$39.38
+138.8%
Long $INTC — speaker thanking Musk and explicitly stating intent to buy more Intel with proceeds. First-person buy-more signal confirms active long position and conviction.
Long $INTC — speaker thanking Musk and explicitly stating intent to buy more Intel with proceeds. First-person buy-more signal confirms active long position and conviction.
Foundry Equipment
Long
Jan 16
$1358.57
+28.3%
Long $ASML — TSMC capex guidance of $52-56bn implies EUV demand of 25/36 tools in 2026/2027 and capex reaching $54bn in 2026, $64bn in 2027; speaker explicitly says 'Bullish $ASML' on this catalyst.
Long $ASML — TSMC capex guidance of $52-56bn implies EUV demand of 25/36 tools in 2026/2027 and capex reaching $54bn in 2026, $64bn in 2027; speaker explicitly says 'Bullish $ASML' on this catalyst.
Foundry Equipment
Long
Jan 01
$186.49
+8.6%
Speaker self-discloses ownership of Nvidia in a reply clarifying his stance. Casual ownership statement qualifies under LONGS bar; consistent with his semiconductor/AI infrastructure focus and Nvidia coverage.
Speaker self-discloses ownership of Nvidia in a reply clarifying his stance. Casual ownership statement qualifies under LONGS bar; consistent with his semiconductor/AI infrastructure focus and Nvidia coverage.
AI Compute
Long
Jan 16
$342.40
+16.2%
Long $TSM — speaker defends TSMC against bubble fears citing rigorous supply-chain checks down to customers' customers confirming demand is not a bubble. Explicit conviction call: 'Don't bet against TSMC'.
Long $TSM — speaker defends TSMC against bubble fears citing rigorous supply-chain checks down to customers' customers confirming demand is not a bubble. Explicit conviction call: 'Don't bet against TSMC'.
Foundry Equipment
Long
Jan 05
$221.08
+122.6%
Long $AMD — speaker calls a sell-side report 'insanely bullish' on AMD, endorsing the bullish thesis on AI/data-center GPU demand and tagging the cashtag directly.
Long $AMD — speaker calls a sell-side report 'insanely bullish' on AMD, endorsing the bullish thesis on AI/data-center GPU demand and tagging the cashtag directly.
AI Compute
Long
Apr 20
$1224000.00
+50.5%
Long SK Hynix as Q2 performance is expected to be significantly stronger than Q1, driven by major upward revisions in April DRAM contract prices featuring +27% and +21% month-over-month gains for DDR5 and DDR4.
Long SK Hynix as Q2 performance is expected to be significantly stronger than Q1, driven by major upward revisions in April DRAM contract prices featuring +27% and +21% month-over-month gains for DDR5 and DDR4.
AI Memory
Long
Feb 08
$278.08
+20.0%
Long $AAPL on speaker's self-named 'Apple Bull' theory: vibe coding lowers programming barrier, more App Store submissions drive incremental App Store profit for Apple.
Long $AAPL on speaker's self-named 'Apple Bull' theory: vibe coding lowers programming barrier, more App Store submissions drive incremental App Store profit for Apple.
AI Hardware
Long
Jan 15
$409.24
+228.7%
Long $SNDK — speaker explicitly forecasts NAND makers will be 'basically printing money' over the next three years on the back of insane gross margins, with SNDK tagged as the lead beneficiary.
Long $SNDK — speaker explicitly forecasts NAND makers will be 'basically printing money' over the next three years on the back of insane gross margins, with SNDK tagged as the lead beneficiary.
AI Memory
Long
May 30
$420.52
-5.8%
Long DELL on three converging tailwinds: agentic AI driving high-margin general-purpose server demand (no NVIDIA dependency), B2B pricing power and memory priority insulating the PC segment, and potential upside from NVIDIA's N1/N1X opening a new WoA architectural path that pressures Intel/AMD on pricing.
Long DELL on three converging tailwinds: agentic AI driving high-margin general-purpose server demand (no NVIDIA dependency), B2B pricing power and memory priority insulating the PC segment, and potential upside from NVIDIA's N1/N1X opening a new WoA architectural path that pressures Intel/AMD on pricing.
AI Hardware
Long
Apr 15
$2081.00
-54.6%
Buy Unitika as surging E-glass prices, driven by high-end PCB demand for AI servers, will significantly boost the company's stock price.
Buy Unitika as surging E-glass prices, driven by high-end PCB demand for AI servers, will significantly boost the company's stock price.
Chemicals
Long
Apr 13
$369.80
+6.5%
Buy Microsoft as current negative sentiment mirrors the overly pessimistic views on Google during its Bard launch, presenting a compelling contrarian entry point.
Buy Microsoft as current negative sentiment mirrors the overly pessimistic views on Google during its Bard launch, presenting a compelling contrarian entry point.
Hyperscalers
Long
Feb 04
$7205.00
+141.6%
Long Ibiden (4062.T) - explicit first-person buy today. Speaker agrees with Bernstein that Ibiden benefits more than Intel from EMIB-T orders as substrate supplier, plus Goldman Sachs projects 42% ABF substrate supply shortfall over next two years.
Long Ibiden (4062.T) - explicit first-person buy today. Speaker agrees with Bernstein that Ibiden benefits more than Intel from EMIB-T orders as substrate supplier, plus Goldman Sachs projects 42% ABF substrate supply shortfall over next two years.
PCB/Substrates
Long
Feb 02
$297.00
+8.2%
Long $TER (Teradyne) — speaker discloses recent buy that is already +21% in profit, confirming an active long position in the semi-cap test equipment name.
Long $TER (Teradyne) — speaker discloses recent buy that is already +21% in profit, confirming an active long position in the semi-cap test equipment name.
Foundry Equipment
Long
Jan 29
$10.58
+100.9%
Long UMC (2303.TW / US ADR UMC) — speaker endorses GFHK target raise; sees solid positioning in specialty processes, compelling long-term growth, and meaningful chance to win key silicon photonics orders as TSMC scales back legacy capacity.
Long UMC (2303.TW / US ADR UMC) — speaker endorses GFHK target raise; sees solid positioning in specialty processes, compelling long-term growth, and meaningful chance to win key silicon photonics orders as TSMC scales back legacy capacity.
Foundry Equipment
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jukan05 has 38 trade ideas tracked on Buzzberg across 36 tickers since January 2026. Win rate 76% across 37 evaluated calls, average return +34.2%. Ranked #2 on the Buzzberg Alpha leaderboard. Most covered: MU, INTC, ASML.
