Calls
68
#864
Alpha Score 8.5
photonbull
Win Rate
35.3%
return
-3.4%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Mar 16
$86.70
-15.5%
Favourite buy-and-hold pick at $87 — part of basket of stocks the speaker explicitly endorses for buy-and-hold strategy.
Favourite buy-and-hold pick at $87 — part of basket of stocks the speaker explicitly endorses for buy-and-hold strategy.
Satellite Communications
Long
Apr 06
$9.49
-11.4%
Long $EOS.AX — first-person disclosure; Australian market closed before US recovery, expects catch-up move.
Long $EOS.AX — first-person disclosure; Australian market closed before US recovery, expects catch-up move.
Defense
Long
Mar 16
$96.03
+24.7%
Favourite buy-and-hold pick at 98.5 — explicit endorsement as part of speaker's buy-and-hold basket.
Favourite buy-and-hold pick at 98.5 — explicit endorsement as part of speaker's buy-and-hold basket.
AI Photonics
Long
Mar 11
$7.33
-34.9%
Still a good long $KRKNF — wasn't expensive at $4.50, now $7.72 and still early; Iran Strait of Hormuz mining is a real tailwind.
Still a good long $KRKNF — wasn't expensive at $4.50, now $7.72 and still early; Iran Strait of Hormuz mining is a real tailwind.
Robotics
Long
May 05
$633.83
+54.9%
Memory finally rerating from commoditized hardware to high growth AI necessities.
AI Memory
Long
Mar 16
$128.81
+70.5%
Favourite buy-and-hold pick at 127 — explicit endorsement as part of speaker's buy-and-hold basket.
NeoCloud
Long
May 12
$9.05
-19.7%
Favourite defense pick on the Golden Dome $1.2T spend thesis.
Defense
Long
May 05
$46.05
+36.7%
Memory finally rerating from commoditized hardware to high growth AI necessities.
Thematic ETFs
Long
May 05
$1361.58
+41.7%
Memory finally rerating from commoditized hardware to high growth AI necessities.
AI Memory
Long
May 17
$21.36
-1.5%
Market frames FCEL as next BE — same secular driver (behind-the-meter baseload power for AI data centers stuck in 5-7yr interconnect queues), different tech, much earlier innings; Q1'26 revenue $30.5M up substantially.
Market frames FCEL as next BE — same secular driver (behind-the-meter baseload power for AI data centers stuck in 5-7yr interconnect queues), different tech, much earlier innings; Q1'26 revenue $30.5M up substantially.
Clean Energy
Long
Mar 27
$7.23
+25.7%
Bought the dip on $OPTX today to start a position; high-beta dropped on risk-off but asymmetry is real if US goes boots-on-the-ground in Iran; market is missing the connection.
Bought the dip on $OPTX today to start a position; high-beta dropped on risk-off but asymmetry is real if US goes boots-on-the-ground in Iran; market is missing the connection.
AI Photonics
Long
May 20
$5.04
+33.1%
Long $AMPG; small-cap RF design firm with 165% YoY revenue growth and a tailwind from the SpaceX IPO, creating a momentum-driven opportunity.
Long $AMPG; small-cap RF design firm with 165% YoY revenue growth and a tailwind from the SpaceX IPO, creating a momentum-driven opportunity.
AI Photonics
Long
May 12
$126.25
-17.7%
Favourite space pick on the Golden Dome $1.2T spend thesis.
Satellite Communications
Long
Mar 16
$63.16
+55.2%
Favourite buy-and-hold pick at 64 — explicit endorsement as part of speaker's buy-and-hold basket.
Foundry Equipment
Long
May 22
$15.20
-8.4%
Buy HLIT because multiple respected accounts are discussing it; speaker plans to post own DD later.
AI Photonics
Showing 15 of 68 picks · sorted by mentions
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photonbull has 68 trade ideas tracked on Buzzberg across 68 tickers since March 2026. Win rate 35% across 68 evaluated calls, average return -3.4%. Ranked #864 on the Buzzberg Alpha leaderboard. Most covered: ASTS, EOS.AX, AAOI.
