#4
Alpha Score 99.6
ParadisLabs
AI/Semiconductor Analyst
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 17
$52.10
+7.3%
Go long IQE as the strategic divestment of its Taiwan operations clears regulatory hurdles, paving the way for a potential acquisition by a Western buyer.
Go long IQE as the strategic divestment of its Taiwan operations clears regulatory hurdles, paving the way for a potential acquisition by a Western buyer.
Other
Long
Mar 24
$115.80
+125.0%
The author projects massive growth for NBIS, predicting it will become a $100B company within three years due to rapid ARR expansion in the AI compute sector.
The author projects massive growth for NBIS, predicting it will become a $100B company within three years due to rapid ARR expansion in the AI compute sector.
NeoCloud
Long
Mar 24
$108.48
+86.6%
The tweet highlights upcoming positive catalysts for AAOI based on expert analysis.
Photonics
Long
Mar 15
$37.48
+203.6%
AEHR is highlighted as an undervalued AI supply chain monopoly with significant growth potential.
AI/Semi
Long
Apr 16
$11.10
+115.3%
Long LPKF Laser — speaker 'started small positions in LPKF & Silicom cos they looked interesting'.
Photonics
Long
Apr 26
$148.85
+60.8%
Long QCOM on auto and AI/edge diversification offsetting handset and memory headwinds.
AI/Semi
Long
Mar 30
$569.05
+202.5%
SanDisk is experiencing a fundamental business transformation driven by a shift toward high-margin AI data center and enterprise SSD products.
SanDisk is experiencing a fundamental business transformation driven by a shift toward high-margin AI data center and enterprise SSD products.
AI/Semi
Long
Apr 27
$28.94
+73.4%
Long $SMCI — 'my new f*** it long from last week is $SMCI'; fundamentals in-tact, Q3 earnings could yield positive re-rating with $12.7B Q2 rev (+123% YoY) and $13B Blackwell Ultra backlog.
Long $SMCI — 'my new f*** it long from last week is $SMCI'; fundamentals in-tact, Q3 earnings could yield positive re-rating with $12.7B Q2 rev (+123% YoY) and $13B Blackwell Ultra backlog.
AI/Semi
Long
Apr 10
$11.37
+757.1%
Long $SIVE — speaker lists Sivers as part of the CPO supply chain map alongside other longs (Browave 'new long' context).
Long $SIVE — speaker lists Sivers as part of the CPO supply chain map alongside other longs (Browave 'new long' context).
AI/Semi
Long
Apr 26
$231.17
+31.1%
Long BE on backlog conversion and AI-driven fuel-cell deployment, though execution slippage is a risk.
Long BE on backlog conversion and AI-driven fuel-cell deployment, though execution slippage is a risk.
Energy
Long
Apr 10
$66.75
+67.3%
Long AXTI ahead of end-of-April earnings based on expected sequential revenue growth driven by AI infrastructure demand for indium phosphide.
Long AXTI ahead of end-of-April earnings based on expected sequential revenue growth driven by AI infrastructure demand for indium phosphide.
Photonics
Long
Mar 26
$356.90
+198.2%
Micron is undervalued with significant EPS revisions and increased capital expenditure guidance.
AI/Semi
Long
Apr 26
$675.03
-11.5%
Long META on ad revenue growth and AI‑driven ad efficacy proving the massive capex spend.
AI/Semi
Long
Apr 24
$341.16
+6.1%
Long $GOOGL — 'my all-time fave'; Gemini + YouTube data flywheel that'll own search, agents & cloud.
Long $GOOGL — 'my all-time fave'; Gemini + YouTube data flywheel that'll own search, agents & cloud.
AI/Semi
Long
Apr 20
$22.60
-10.6%
Long M7U as European photonics experience a massive re-rating. The stock remains wildly undervalued given its strong technology and strategic positioning within the AIXA supply chain.
Long M7U as European photonics experience a massive re-rating. The stock remains wildly undervalued given its strong technology and strategic positioning within the AIXA supply chain.
Photonics
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