Calls
37
#51
Alpha Score 95.9
kaizen_investor
Space Trader
Win Rate
46.0%
return
+13.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 16
$24.87
-13.3%
Long $PL — NVDA partnership for first-ever GPU-native AI engine for planetary intelligence; complete paradigm shift from satellite imagery to AI/data infrastructure with extremely high margins.
Long $PL — NVDA partnership for first-ever GPU-native AI engine for planetary intelligence; complete paradigm shift from satellite imagery to AI/data infrastructure with extremely high margins.
Space
Long
Mar 25
$20.68
+76.3%
Long $OUST — safest high growth opportunity in market; SAFE LiDAR Act creates near-monopoly in US LiDAR; price target $20.52 (base) to $73.78 (bull case); silicon economics edge.
Long $OUST — safest high growth opportunity in market; SAFE LiDAR Act creates near-monopoly in US LiDAR; price target $20.52 (base) to $73.78 (bull case); silicon economics edge.
AI Photonics
Long
Mar 24
$156.70
+10.1%
Long $PLTR — $185B Golden Dome unlocks massive high-margin SaaS revenue; PLTR becomes foundational OS for next-gen national security as defense pivots from hardware to software-defined.
Long $PLTR — $185B Golden Dome unlocks massive high-margin SaaS revenue; PLTR becomes foundational OS for next-gen national security as defense pivots from hardware to software-defined.
AI Software
Long
Mar 28
$60.93
+10.7%
Long $RKLB — never disappoints; one of the best companies in the most fascinating sector; speaker treats it as a hold-through-drawdowns admired company.
Long $RKLB — never disappoints; one of the best companies in the most fascinating sector; speaker treats it as a hold-through-drawdowns admired company.
Space
Long
May 05
$37.86
-33.3%
Long $WOLF — explicitly initiated new position at $36; bought as indirect supplier of Filtronic in rapidly developing space communications tech (GaN on SiC).
Long $WOLF — explicitly initiated new position at $36; bought as indirect supplier of Filtronic in rapidly developing space communications tech (GaN on SiC).
Power Semis
Long
Apr 03
$13.30
-15.1%
Long $FLNC — speaker explicitly owns the position; acknowledges disappointing results but stays in despite Q1 2026 -42% drawdown.
Long $FLNC — speaker explicitly owns the position; acknowledges disappointing results but stays in despite Q1 2026 -42% drawdown.
Batteries & Storage
Long
Apr 09
$119.80
+101.8%
Long $MRVL — position up 35%; speaker calls Marvell one of the safest plays into photonics, financially healthy, using cash for great acquisitions (Celestial AI).
Long $MRVL — position up 35%; speaker calls Marvell one of the safest plays into photonics, financially healthy, using cash for great acquisitions (Celestial AI).
AI ASIC
Long
Apr 05
$16.00
-36.2%
Long $AMPX — top 4 position; reported excellent results and is surfing on momentum; contributed to portfolio's 6.9% March gain.
Long $AMPX — top 4 position; reported excellent results and is surfing on momentum; contributed to portfolio's 6.9% March gain.
Batteries & Storage
Long
Apr 17
$230.99
+4.8%
Long Filtronic ($FTC) — speaker calls $FTC the most interesting name on the new $NASA Tema ETF list, $500M-cap with 4.7% ETF exposure.
Long Filtronic ($FTC) — speaker calls $FTC the most interesting name on the new $NASA Tema ETF list, $500M-cap with 4.7% ETF exposure.
AI Photonics
Long
Mar 30
$4.90
+64.9%
Long $POET — adding more today at $4.9; explicit position increase.
AI Photonics
Long
Mar 16
$969000.00
+74.0%
Long SK Hynix (000660.KS) — speaker explicitly owns the position; gained 23.6% in one week confirming active holding.
Long SK Hynix (000660.KS) — speaker explicitly owns the position; gained 23.6% in one week confirming active holding.
AI Memory
Long
Mar 31
$20.67
+53.4%
Long $HIMS — bought yesterday at $18.7; obviously very undervalued at the moment despite pharma sector weakness; will catch up.
Long $HIMS — bought yesterday at $18.7; obviously very undervalued at the moment despite pharma sector weakness; will catch up.
GLP-1 / Obesity
Long
May 01
$383.24
-10.1%
Long $GOOGL — speaker's framework rating gives Alphabet 97/100 for management; praises relentless execution and immense capital discipline, confirming this is in his current holdings.
Long $GOOGL — speaker's framework rating gives Alphabet 97/100 for management; praises relentless execution and immense capital discipline, confirming this is in his current holdings.
Hyperscalers
Long
Apr 25
$50.64
-16.5%
Long $IREN — speaker frames as a key portfolio play; positions hyperscaler power demand as durable tailwind; bullish posture that 'you'll be fine' if you hold them.
Long $IREN — speaker frames as a key portfolio play; positions hyperscaler power demand as durable tailwind; bullish posture that 'you'll be fine' if you hold them.
NeoCloud
Long
Jul 27
$185.37
+17.7%
Buy Bloom Energy ahead of earnings; Q1 2026 showed 130% revenue growth, a shift to GAAP profitability, 208% product revenue surge driven by AI/data center demand, and management raised FY2026 guidance to ~80% YoY growth — suggesting continued fundamental acceleration.
Buy Bloom Energy ahead of earnings; Q1 2026 showed 130% revenue growth, a shift to GAAP profitability, 208% product revenue surge driven by AI/data center demand, and management raised FY2026 guidance to ~80% YoY growth — suggesting continued fundamental acceleration.
Clean Energy
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kaizen_investor has 37 trade ideas tracked on Buzzberg across 37 tickers since March 2026. Win rate 46% across 37 evaluated calls, average return +13.1%. Ranked #51 on the Buzzberg Alpha leaderboard. Most covered: PL, OUST, PLTR.
