#28 Alpha Score 96.6

QF Research

PM at large institution. Analyze distributionally but non-deterministically
@researchqf · tracked since Mar 2026
28
BUZZBERG Alpha Score combines three things: realized average return, confidence in the sample size, idea volume, and speaker reputation. Speakers with only a few calls are pulled closer to the platform average; speakers with many evaluated ideas keep more of their own return. Reputation only boosts: 5.0 or lower is neutral, while scores above 5 add weight. Scores are normalized to 0-100; 100 is best. Read the FAQ
Alpha Score 96.6
Calls 5 36 Posts tracked · 0.4/day
Calls
7d 0
30d 0
90d 5
Best Calls
MU long +130.4%
AMD long +114.3%
HIMX long +69.8%
Worst Calls
No live losers yet
Most Mentioned
NVDA ×2
MU ×2
AMD ×2
Recent Calls
HIMX long 2 months ago
NVDA long 2 months ago
LITE long 2 months ago
Win Rate 100% Long 5 Short 0
Win Rate
7d 0%
30d 100%
90d —
Average Return +68.9% Long Return +68.9% Short Return -
Average Return
7d +0.0%
30d +26.2%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
MU Micron T... Micron Technology, Inc.
Long
Mar 25
$387.13
+130.4%
Micron's valuation is attractive as the market is overly pessimistic about its long-term earnings potential.
Micron's valuation is attractive as the market is overly pessimistic about its long-term earnings potential.
AI/Semi
TWITTER
AMD Advanced... Advanced Micro Devi...
Long
Mar 25
$211.10
+114.3%
Rising CPU prices and extended lead times signal strong demand and supply constraints for semiconductor manufacturers.
Rising CPU prices and extended lead times signal strong demand and supply constraints for semiconductor manufacturers.
AI/Semi
TWITTER
LITE Lumentum... Lumentum Holdings
Long
Mar 18
$708.44
+20.4%
Lumentum shares are surging following positive developments and new information presented at the OFC conference.
Lumentum shares are surging following positive developments and new information presented at the OFC conference.
Photonics
TWITTER
NVDA NVIDIA C... NVIDIA Corporation
Long
Mar 15
$183.22
+9.4%
Nvidia's aggressive roadmap for HBM memory capacity across future GPU architectures highlights sustained technological leadership.
Nvidia's aggressive roadmap for HBM memory capacity across future GPU architectures highlights sustained technological leadership.
AI/Semi
TWITTER
HIMX Himax Te... Himax Technologies, Inc.
Long
Mar 15
$9.56
+69.8%
Despite historical promotional concerns, HIMX remains a stock worth tracking due to accelerating photonics roadmaps.
Despite historical promotional concerns, HIMX remains a stock worth tracking due to accelerating photonics roadmaps.
AI/Semi
TWITTER
Showing 5 of 5 picks · sorted by mentions

QF Research has 5 trade ideas tracked on Buzzberg across 5 tickers since March 2026. Ranked #28 on the Buzzberg Alpha leaderboard. Most covered: NVDA, MU, AMD.