Calls
67
#61
Alpha Score 93.7
ren_stocks
Win Rate
50.0%
return
+6.8%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 02
$9.90
+332.3%
Highest conviction $SIVE — part of CPO/Scale Up driven optical interconnect basket; thesis driven by SiPh and external CW lasers.
Highest conviction $SIVE — part of CPO/Scale Up driven optical interconnect basket; thesis driven by SiPh and external CW lasers.
AI Photonics
Long
Apr 28
$133.50
+54.9%
Long $NBIS — speaker confirms portfolio holding in NeoClouds basket; ongoing-position commentary.
NeoCloud
Long
Mar 06
$112.50
-2.7%
Holding $AAOI since $64 — biggest of elite 4 photonics names, going vertical on this macro. Photonics 25% of portfolio.
Holding $AAOI since $64 — biggest of elite 4 photonics names, going vertical on this macro. Photonics 25% of portfolio.
AI Photonics
Long
Mar 19
$743.65
+120.3%
Added into Memory $SNDK — be greedy when others are fearful.
AI Memory
Long
Apr 17
$13.10
+30.9%
Bought $LPKF in January, gaining traction now — up 100%+ in a month. German laser company makes through-glass via tech (LIDE) for AI chip substrate packaging.
Bought $LPKF in January, gaining traction now — up 100%+ in a month. German laser company makes through-glass via tech (LIDE) for AI chip substrate packaging.
Foundry Equipment
Long
Mar 19
$442.77
+108.4%
Added into Memory $MU — be greedy when others are fearful.
AI Memory
Long
Mar 06
$637.84
+19.7%
Holding $LITE since $360 — part of elite 4 photonics holdings.
AI Photonics
Long
Apr 23
$13.78
-30.7%
Started a $TRT position today after trimming $AEHR (150% run). Trio-Tech is Singapore-based semiconductor reliability testing and burn-in company, back-end focused, 65 years experience.
Started a $TRT position today after trimming $AEHR (150% run). Trio-Tech is Singapore-based semiconductor reliability testing and burn-in company, back-end focused, 65 years experience.
Foundry Equipment
Long
Apr 15
$822.00
-26.0%
Long FOCI (3363.TWO) on TPEX — makes data center AOCs, optical transceivers, silicon photonics chip FA solutions. Optical interconnect TAM $3.75B 2025 growing.
Long FOCI (3363.TWO) on TPEX — makes data center AOCs, optical transceivers, silicon photonics chip FA solutions. Optical interconnect TAM $3.75B 2025 growing.
AI Photonics
Long
Apr 23
$48.66
+8.5%
Long $PDFS — hidden gem in CPU stocks made in America. Intel is key customer; INTC up +15% AH crushed earnings, PDFS up +9.5% AH tonight.
Long $PDFS — hidden gem in CPU stocks made in America. Intel is key customer; INTC up +15% AH crushed earnings, PDFS up +9.5% AH tonight.
Foundry Equipment
Long
Apr 21
$10.90
-26.9%
Now long $POET — turnaround story in photonics, previously bearish due to dilution but business pivot in progress. Wildest turnaround in photonics.
Now long $POET — turnaround story in photonics, previously bearish due to dilution but business pivot in progress. Wildest turnaround in photonics.
AI Photonics
Long
Apr 23
$49.75
-20.6%
Long $IQE — down 12% today on no news, compelling entry. Compound semiconductor wafer supplier in middle of AI photonics + data center buildout.
Long $IQE — down 12% today on no news, compelling entry. Compound semiconductor wafer supplier in middle of AI photonics + data center buildout.
AI Photonics
Long
Apr 22
$17.07
-24.8%
Now long $NVTS Navitas — power semiconductor re-rating; sub-$2 in early 2025, business turnaround in progress with GaN/SiC for AI data center power infrastructure.
Now long $NVTS Navitas — power semiconductor re-rating; sub-$2 in early 2025, business turnaround in progress with GaN/SiC for AI data center power infrastructure.
Power Semis
Long
Apr 20
$67.80
+51.0%
Long $INTC — riding agentic AI buildout in corporate America. Market hits $10.8B in 2026, 43.8% CAGR through 2034.
Long $INTC — riding agentic AI buildout in corporate America. Market hits $10.8B in 2026, 43.8% CAGR through 2034.
Foundry Equipment
Long
Mar 25
$157.85
+87.8%
Long $ARM since aleabit called the news on the new chip — up 17% on the news, long on the new general direction the company is taking.
Long $ARM since aleabit called the news on the new chip — up 17% on the news, long on the new general direction the company is taking.
AI ASIC
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ren_stocks has 67 trade ideas tracked on Buzzberg across 67 tickers since February 2026. Win rate 50% across 66 evaluated calls, average return +6.8%. Ranked #61 on the Buzzberg Alpha leaderboard. Most covered: SIVE, NBIS, AAOI.
