Calls
86
#1191
Alpha Score 9.6
ren_stocks
Win Rate
41.2%
return
-1.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 02
$9.90
+175.4%
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
+68.6%
Long $NBIS — speaker confirms portfolio holding in NeoClouds basket; ongoing-position commentary.
NeoCloud
Long
Mar 06
$112.50
-6.1%
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
+64.1%
Added into Memory $SNDK — be greedy when others are fearful.
AI Memory
Long
Mar 19
$442.77
+98.7%
Added into Memory $MU — be greedy when others are fearful.
AI Memory
Long
Mar 06
$637.84
+38.0%
Holding $LITE since $360 — part of elite 4 photonics holdings.
AI Photonics
Long
Apr 17
$13.10
+1.5%
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
Apr 20
$275.41
+72.9%
Back at $AMD from the dip to the 200s — agentic AI driving demand.
AI Compute
Long
Apr 23
$13.78
-23.7%
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 28
$153.23
+45.1%
Long $MRVL — 1.6T optical modules hitting mass adoption in AI data centers in 2026; core component of speaker's portfolio built around MRVL, AAOI, SIVE for optical module thesis.
Long $MRVL — 1.6T optical modules hitting mass adoption in AI data centers in 2026; core component of speaker's portfolio built around MRVL, AAOI, SIVE for optical module thesis.
AI ASIC
Long
Apr 15
$822.00
-10.6%
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
Mar 06
$256.64
+9.8%
Holding $COHR (CORH typo) since $205 — part of elite 4 photonics holdings.
AI Photonics
Long
Apr 28
$1309000.00
+8.2%
Long SK Hynix via HY9H on German stock exchange; speaker confirms ongoing exposure to SK Hynix as way to play Korean memory cycle.
Long SK Hynix via HY9H on German stock exchange; speaker confirms ongoing exposure to SK Hynix as way to play Korean memory cycle.
AI Memory
Long
Apr 23
$48.66
-6.2%
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 22
$17.07
-31.0%
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
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ren_stocks has 86 trade ideas tracked on Buzzberg across 86 tickers since February 2026. Win rate 41% across 85 evaluated calls, average return -1.9%. Ranked #1191 on the Buzzberg Alpha leaderboard. Most covered: SIVE, NBIS, AAOI.
