Calls
23
#613
Alpha Score 50.0
sandeman52
Win Rate
60.9%
return
+1.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 06
$94.07
+8.6%
Speculative partnership with AVRIDE and NVDA backing provides a scaling catalyst; long NBIS on potential accelerated growth.
Speculative partnership with AVRIDE and NVDA backing provides a scaling catalyst; long NBIS on potential accelerated growth.
NeoCloud
Long
Jan 17
$115.77
-46.2%
Author discloses current long position in AST SpaceMobile alongside NBIS and RKLB, having exited HIMS; no specific catalyst stated beyond active portfolio holding.
Author discloses current long position in AST SpaceMobile alongside NBIS and RKLB, having exited HIMS; no specific catalyst stated beyond active portfolio holding.
Satellite Communications
Long
Jan 07
$83.69
+6.2%
Author discloses an existing large options position (50 $40 calls expiring Jan 2027) in RKLB, reflecting sustained long-term bullish conviction on Rocket Lab.
Author discloses an existing large options position (50 $40 calls expiring Jan 2027) in RKLB, reflecting sustained long-term bullish conviction on Rocket Lab.
Space
Long
Apr 11
$19.43
+35.8%
Buy HIMS as two specific overhangs have resolved — a lawsuit dismissal and a new partnership announcement — improving the risk/reward profile from the speaker's perspective.
GLP-1 / Obesity
Long
May 07
$51.20
+210.1%
Buying MRNA July $60 calls as a defined-risk hedge against a new virus gaining traction, citing the company's prior vaccine work; base case is fade/expiration.
Pharma & Biotech
Long
Jan 19
$94.95
-52.9%
Author discloses a current smaller equity position in OKLO, indicating an ongoing directional long with lower conviction relative to NBIS.
Author discloses a current smaller equity position in OKLO, indicating an ongoing directional long with lower conviction relative to NBIS.
Grid Equipment
Long
Jul 01
$86.10
+2.9%
Buy CRWV on the -13% selloff; META extended its CRWV commitment to $35B through 2032 just weeks ago and added 1.6GW of capacity — the unverified Bloomberg neocloud story does not change this contracted demand, making the dip an overreaction.
Buy CRWV on the -13% selloff; META extended its CRWV commitment to $35B through 2032 just weeks ago and added 1.6GW of capacity — the unverified Bloomberg neocloud story does not change this contracted demand, making the dip an overreaction.
NeoCloud
Long
May 19
$244.30
+16.0%
Author recommends buying ALAB as a long-term winner, offered in response to a direct request for ideas, though stated with slightly less conviction than NBIS.
AI ASIC
Long
Jan 12
$17.68
-8.0%
Buy NBIS, IREN, CIFR as data center capex of $3T by 2030 creates abundant opportunity; sector is not zero-sum.
Buy NBIS, IREN, CIFR as data center capex of $3T by 2030 creates abundant opportunity; sector is not zero-sum.
Crypto Miners
Long
Jan 12
$50.67
+11.9%
Buy NBIS, IREN, CIFR as data center capex of $3T by 2030 creates abundant opportunity; sector is not zero-sum.
Buy NBIS, IREN, CIFR as data center capex of $3T by 2030 creates abundant opportunity; sector is not zero-sum.
NeoCloud
Long
Jul 28
$184.71
+18.1%
Buy BE as a real-time proxy for AI data center demand — strong earnings beat and raised full-year guidance with explicit hyperscaler/AI customer acceleration directly refutes the narrative that AI infrastructure buildout has stalled.
Buy BE as a real-time proxy for AI data center demand — strong earnings beat and raised full-year guidance with explicit hyperscaler/AI customer acceleration directly refutes the narrative that AI infrastructure buildout has stalled.
Clean Energy
Long
Jun 30
$63.15
-44.5%
Buy SIVE as a long-term hold; author cites an active capital raise to expand manufacturing capacity as the core growth catalyst, with a multi-decade investment horizon.
Buy SIVE as a long-term hold; author cites an active capital raise to expand manufacturing capacity as the core growth catalyst, with a multi-decade investment horizon.
AI Photonics
Long
Feb 26
$184.89
+15.8%
NVDA is a long into post-earnings weakness: the quarter crushed expectations, the downside move is not to be trusted, and a 5%+ rebound is expected by Monday, lifting the AI trade.
AI Compute
Short
Jan 16
$155.54
+6.1%
Short DUOL as AI commoditizes language learning, eroding Duolingo's addressable market; the product serves a discretionary, shrinking niche that AI tools increasingly replace for free.
Short DUOL as AI commoditizes language learning, eroding Duolingo's addressable market; the product serves a discretionary, shrinking niche that AI tools increasingly replace for free.
Internet Platforms
Long
Aug 13
$41.35
-6.5%
Buy SMCI as the author explicitly endorses the stock's earnings as a strong positive signal for AI infrastructure demand, dismissing the bear case as unfounded.
AI Hardware
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sandeman52 has 23 trade ideas tracked on Buzzberg across 21 tickers since January 2026. Win rate 61% across 23 evaluated calls, average return +1.8%. Ranked #613 on the Buzzberg Alpha leaderboard. Most covered: NBIS, ASTS, RKLB.
