#22
Alpha Score 97.2
Minnvestor
Tech/Semiconductor growth investor
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Mar 12
$10.13
+132.6%
Jensen Huang's focus on zero-latency AI infrastructure highlights significant growth potential for key semiconductor and connectivity players.
Jensen Huang's focus on zero-latency AI infrastructure highlights significant growth potential for key semiconductor and connectivity players.
AI/Semi
Long
Apr 15
$32.15
+80.4%
Go long data center infrastructure providers to capitalize on regional expansion and localized growth momentum in the Dayton/Anoka area.
Go long data center infrastructure providers to capitalize on regional expansion and localized growth momentum in the Dayton/Anoka area.
Energy
Long
Apr 15
$131.43
+32.8%
Go long data center infrastructure providers to capitalize on regional expansion and localized growth momentum in the Dayton/Anoka area.
Go long data center infrastructure providers to capitalize on regional expansion and localized growth momentum in the Dayton/Anoka area.
Other
Long
May 14
$132.88
+9.4%
Buy ORA as hyperscaler demand for 24/7 geothermal power provides contracted revenue visibility through 2030, backed by White House priority.
Buy ORA as hyperscaler demand for 24/7 geothermal power provides contracted revenue visibility through 2030, backed by White House priority.
Energy
Long
May 14
$347.20
-5.1%
Bullish on power/grid infrastructure stocks as a thematic rotation into 2H 2026, driven by the speaker's view that the sector is the next leg higher after trimming optical holdings.
Bullish on power/grid infrastructure stocks as a thematic rotation into 2H 2026, driven by the speaker's view that the sector is the next leg higher after trimming optical holdings.
Other
Long
Mar 13
$395.56
+8.0%
The author maintains a bullish outlook on HIMX due to its strong fundamentals and potential high-profile partnerships despite its low valuation.
The author maintains a bullish outlook on HIMX due to its strong fundamentals and potential high-profile partnerships despite its low valuation.
AI/Semi
Long
Jun 02
$401.35
+1.5%
Buy ISRG on price dislocation below $400 despite Piper Sandler's $580 PT; razor-and-blade recurring revenue model, 11,000 installed systems, 10M+ procedures create durable data moat with AI/robotics tailwinds supporting consistent YoY sales growth.
Buy ISRG on price dislocation below $400 despite Piper Sandler's $580 PT; razor-and-blade recurring revenue model, 11,000 installed systems, 10M+ procedures create durable data moat with AI/robotics tailwinds supporting consistent YoY sales growth.
Healthcare
Long
May 14
$83.14
-4.4%
Bullish on power/grid infrastructure stocks as a thematic rotation into 2H 2026, driven by the speaker's view that the sector is the next leg higher after trimming optical holdings.
Bullish on power/grid infrastructure stocks as a thematic rotation into 2H 2026, driven by the speaker's view that the sector is the next leg higher after trimming optical holdings.
Energy
Long
May 07
$34.11
+17.0%
The author discusses a barbell portfolio strategy blending AI-focused holdings like NVDA and ASX with speculative picks like BESI.AS and FPS, but offers no explicit forward-looking directional call on any ticker.
The author discusses a barbell portfolio strategy blending AI-focused holdings like NVDA and ASX with speculative picks like BESI.AS and FPS, but offers no explicit forward-looking directional call on any ticker.
AI/Semi
Long
Mar 12
$183.14
+17.3%
Jensen Huang's focus on zero-latency AI infrastructure highlights significant growth potential for key semiconductor and connectivity players.
Jensen Huang's focus on zero-latency AI infrastructure highlights significant growth potential for key semiconductor and connectivity players.
AI/Semi
Long
Jun 01
$84.95
-1.2%
Buy ITRI as a speculative beneficiary of accelerating BESS deployments tied to AI data center infrastructure buildout; author frames as an underappreciated angle on the theme.
Buy ITRI as a speculative beneficiary of accelerating BESS deployments tied to AI data center infrastructure buildout; author frames as an underappreciated angle on the theme.
Energy
Long
May 28
$1128.39
-4.0%
Buy LLY as PBM coverage expansion for the full obesity portfolio unlocks a large new patient pool; chronic indefinite use supports durable revenue; stock trades below 30x forward earnings with PEG under 1.5 and has technically broken above a multi-tested ~$1,100 resistance level.
Buy LLY as PBM coverage expansion for the full obesity portfolio unlocks a large new patient pool; chronic indefinite use supports durable revenue; stock trades below 30x forward earnings with PEG under 1.5 and has technically broken above a multi-tested ~$1,100 resistance level.
Healthcare
Long
May 07
$5450.00
-16.8%
Minnvestor explicitly discloses 'my Taiwan positions' with Global Unichip at +100% unrealized gain, confirming an active long in this Taiwan-listed fabless chip design services company serving hyperscaler AI programs.
Minnvestor explicitly discloses 'my Taiwan positions' with Global Unichip at +100% unrealized gain, confirming an active long in this Taiwan-listed fabless chip design services company serving hyperscaler AI programs.
AI/Semi
Long
Apr 24
$31.96
+189.4%
Buy European photonics small caps as a geopolitical bet to protect strategic assets from hostile takeovers, with US retail capital supporting valuation.
Buy European photonics small caps as a geopolitical bet to protect strategic assets from hostile takeovers, with US retail capital supporting valuation.
AI/Semi
Long
Mar 11
$1.66
+10.8%
The author highlights Sabre as a software business with a defensible data moat.
Other
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