#3
Alpha Score 99.7
mkfilko
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 05
$9.64
+800.5%
Long $SIVE — Sivers Semiconductors makes CW DFB lasers every CPO system needs; FY2025 SEK 304M revenue (+25% YoY), $453M pipeline (+64%).
Long $SIVE — Sivers Semiconductors makes CW DFB lasers every CPO system needs; FY2025 SEK 304M revenue (+25% YoY), $453M pipeline (+64%).
AI/Semi
Long
Mar 13
$2.81
+191.5%
Long $DGXX — speaker still invested but conflicted on Michel's decision; questions cost to current shareholders despite benefits.
Long $DGXX — speaker still invested but conflicted on Michel's decision; questions cost to current shareholders despite benefits.
Other
Long
Mar 08
$4.20
+185.0%
Long $LWLG — undervalued, happy to pay premium for the leadership at LWLG.
Photonics
Long
Feb 25
$10.75
+75.2%
Long $WLAC — speaker still holding, waiting (volume dry).
Other
Long
May 11
$18.75
+51.6%
Long $BRUN: Boost Run begins trading on Nasdaq with $940M of contracted customer revenue; NVIDIA Preferred Cloud status. Speaker shares the news with positive commentary on his ongoing thesis.
Long $BRUN: Boost Run begins trading on Nasdaq with $940M of contracted customer revenue; NVIDIA Preferred Cloud status. Speaker shares the news with positive commentary on his ongoing thesis.
Other
Long
May 02
$25.58
-3.2%
Long $ALMU: reminds speaker of $LWLG — NVIDIA backing, government contracts, 'first to do III-V on silicon, AI photonics monopoly'. Story gets the stock from $10 to $23 in four months.
Long $ALMU: reminds speaker of $LWLG — NVIDIA backing, government contracts, 'first to do III-V on silicon, AI photonics monopoly'. Story gets the stock from $10 to $23 in four months.
Photonics
Long
Mar 09
$91.23
+129.4%
Long $NBIS — speaker added to existing position.
NeoCloud
Long
Mar 25
$10.66
+48.1%
Long $INFQ — validation of $INFQ; speaker urges to get in while still early.
Photonics
Long
Apr 10
$22.23
+33.5%
Long $GLXY — looks like it wants to begin next leg up; above 50EMA for first time since Feb 2.
Fintech
Long
Mar 08
$95.58
+85.4%
Long $AAOI — undervalued.
Photonics
Long
May 10
$2.82
+44.3%
Long $HIVE: a similar setup fundamentally and technically to $DGXX. Stock at $2.82, 52-week low, market cap ~$500M. Won't happen overnight but the ingredients are there.
Long $HIVE: a similar setup fundamentally and technically to $DGXX. Stock at $2.82, 52-week low, market cap ~$500M. Won't happen overnight but the ingredients are there.
Crypto
Long
Apr 23
$13.30
-46.7%
Long $MRLN — speaker discloses it's now one of his largest positions.
Other
Long
Mar 24
$9.27
+263.3%
Long $MRAM (Everspin Technologies) — profitable, debt free hardware play tapping into massive space and defence budgets over next decade.
Long $MRAM (Everspin Technologies) — profitable, debt free hardware play tapping into massive space and defence budgets over next decade.
AI/Semi
Long
Mar 17
$6.04
-26.7%
Long $NUAI — looks like it wants to run.
Energy
Long
May 18
$84.40
+5.9%
Long $SEYE.ST: speaker just entered the position. Smart Eye is a Physical AI / Edge software pure-play with a hard regulatory catalyst (EU GSR Phase 2 ADDW mandate, July 7, 2026 — 7 weeks away) forcing 100% DMS adoption.
Long $SEYE.ST: speaker just entered the position. Smart Eye is a Physical AI / Edge software pure-play with a hard regulatory catalyst (EU GSR Phase 2 ADDW mandate, July 7, 2026 — 7 weeks away) forcing 100% DMS adoption.
Healthcare
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