Calls
133
#34
Alpha Score 96.7
ParadisLabs
AI/Semiconductor Analyst
Win Rate
42.9%
return
+5.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 17
$52.10
-29.2%
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.
AI Photonics
Long
Mar 24
$115.80
+53.9%
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
-6.2%
The tweet highlights upcoming positive catalysts for AAOI based on expert analysis.
AI Photonics
Long
Mar 15
$37.48
+116.1%
AEHR is highlighted as an undervalued AI supply chain monopoly with significant growth potential.
Foundry Equipment
Long
Apr 16
$11.10
+35.1%
Long LPKF Laser — speaker 'started small positions in LPKF & Silicom cos they looked interesting'.
Foundry Equipment
Long
Mar 30
$569.05
+136.4%
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 Memory
Long
Mar 29
$10.00
+234.8%
Sivers Semiconductors presents a favorable risk-reward profile due to its critical role in solving AI GPU interconnect challenges with InP lasers.
Sivers Semiconductors presents a favorable risk-reward profile due to its critical role in solving AI GPU interconnect challenges with InP lasers.
AI Photonics
Long
Apr 26
$148.85
+15.3%
Long QCOM on auto and AI/edge diversification offsetting handset and memory headwinds.
AI ASIC
Long
Mar 26
$356.90
+136.3%
Micron is undervalued with significant EPS revisions and increased capital expenditure guidance.
AI Memory
Long
Apr 27
$28.94
-16.3%
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 Hardware
Long
Apr 26
$675.03
-5.2%
Long META on ad revenue growth and AI‑driven ad efficacy proving the massive capex spend.
Hyperscalers
Long
Apr 26
$231.17
-6.7%
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.
Clean Energy
Long
Apr 10
$66.75
-32.0%
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.
AI Photonics
Long
Apr 24
$341.16
+1.6%
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.
Hyperscalers
Showing 15 of 133 calls · sorted by mentions
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ParadisLabs has 133 trade ideas tracked on Buzzberg across 133 tickers since March 2026. Win rate 43% across 133 evaluated calls, average return +5.8%. Ranked #34 on the Buzzberg Alpha leaderboard. Most covered: IQE, NBIS, AAOI.
