Calls
13
#92
Alpha Score 90.3
sandeman52
Win Rate
61.5%
return
+14.9%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jan 06
$94.07
+133.5%
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
-36.7%
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
-2.5%
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 17
$26.72
+28.0%
Long $HIMS — speaker opted to buy 15,000 shares as starter position instead of selling puts; sees more upside in shares.
Long $HIMS — speaker opted to buy 15,000 shares as starter position instead of selling puts; sees more upside in shares.
GLP-1 / Obesity
Long
May 07
$51.20
+33.5%
Long $MRNA — speaker bought 150 MRNA $60 July strike calls to hedge on new virus narrative; Moderna has prior vaccine work.
Long $MRNA — speaker bought 150 MRNA $60 July strike calls to hedge on new virus narrative; Moderna has prior vaccine work.
Pharma & Biotech
Long
Jan 19
$94.95
-48.6%
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
Jan 12
$17.68
+25.1%
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
-19.5%
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
May 19
$244.30
+68.6%
Would buy ALAB as a long-term winner alongside heavy NBIS position.
AI ASIC
Long
Feb 26
$184.89
+13.9%
NVDA crushed earnings; expects +5% or more Friday-to-Monday, rest of AI trade follows suit barring macro/geo shock.
NVDA crushed earnings; expects +5% or more Friday-to-Monday, rest of AI trade follows suit barring macro/geo shock.
AI Compute
Short
Jan 16
$155.54
+19.8%
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
Jul 01
$86.10
+3.1%
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
Jun 30
$63.15
-25.1%
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
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sandeman52 has 13 trade ideas tracked on Buzzberg across 13 tickers since January 2026. Ranked #92 on the Buzzberg Alpha leaderboard. Most covered: NBIS, ASTS, RKLB.
