#37 Alpha Score 95.2

Sravan Kundojjala

Semiconductors Analyst at SemiAnalysis
@skundojjala · tracked since Mar 2026
37
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 95.2
Calls 8 304 Posts tracked · 3.7/day
Calls
7d 0
30d 2
90d 8
Best Calls
ARM long +186.2%
QCOM long +92.3%
INTC long +40.7%
Worst Calls
No live losers yet
Most Mentioned
ARM ×2
AMD ×2
QCOM ×2
Recent Calls
AMD long 4 weeks ago
ON long 4 weeks ago
KLAC long 1 month ago
Win Rate 100% Long 8 Short 0
Win Rate
7d 67%
30d 100%
90d —
Average Return +56.8% Long Return +56.8% Short Return -
Average Return
7d +5.9%
30d +25.5%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
AMD Advanced... Advanced Micro Devi...
Long
May 06
$419.72
+29.3%
Long AMD on server CPU TAM revised to 35% CAGR ($120B+ by 2030) and overtaking Qualcomm, with strong Q2 guide across all segments.
Long AMD on server CPU TAM revised to 35% CAGR ($120B+ by 2030) and overtaking Qualcomm, with strong Q2 guide across all segments.
AI/Semi
TWITTER
ARM Arm Holdings plc Arm Holdings plc
Long
Mar 27
$143.92
+186.2%
Arm's strategic pivot is projected to drive significant long-term revenue and profit growth despite potential margin compression.
Arm's strategic pivot is projected to drive significant long-term revenue and profit growth despite potential margin compression.
AI/Semi
TWITTER
QCOM Qualcomm... Qualcomm Incorporated
Long
Mar 21
$128.35
+92.3%
Qualcomm faces near-term AI challenges but holds long-term potential through its CPU and accelerator business.
Qualcomm faces near-term AI challenges but holds long-term potential through its CPU and accelerator business.
AI/Semi
TWITTER
ON ON Semic... ON Semiconductor Corp
Long
May 05
$97.60
+35.7%
Buy ON semi on underutilized capacity (77% utilization) with clear path to 25-30% revenue growth as utilization reaches low 90s, plus price/mix tailwinds.
Buy ON semi on underutilized capacity (77% utilization) with clear path to 25-30% revenue growth as utilization reaches low 90s, plus price/mix tailwinds.
AI/Semi
TWITTER
KLAC KLA Corporation KLA Corporation
Long
Apr 30
$1686.00
+26.0%
Buy KLA on strong earnings beat, raised WFE guidance, accelerating growth into CY27 driven by DRAM memory spend shift and process control intensity gains.
Buy KLA on strong earnings beat, raised WFE guidance, accelerating growth into CY27 driven by DRAM memory spend shift and process control intensity gains.
AI/Semi
TWITTER
INTC Intel Co... Intel Corporation
Long
Apr 24
$80.10
+40.7%
Long INTC as revenue beat, margin expansion, and accelerating AI/server demand signal a fundamental turnaround; supply constraints cap near-term but yields are improving, creating upside as capacity catches up.
Long INTC as revenue beat, margin expansion, and accelerating AI/server demand signal a fundamental turnaround; supply constraints cap near-term but yields are improving, creating upside as capacity catches up.
AI/Semi
TWITTER
LRCX Lam Rese... Lam Research Corporation
Long
Apr 23
$264.70
+29.8%
Buy LRCX on record revenue, raised WFE forecast, and margin expansion; AI capex cycle and market share gains support continued outperformance.
Buy LRCX on record revenue, raised WFE forecast, and margin expansion; AI capex cycle and market share gains support continued outperformance.
AI/Semi
TWITTER
ASML ASML Hol... ASML Holding N.V.
Long
Apr 14
$1513.87
+14.3%
Buy ASML as healthy backlog and growing TSMC capex suggest the book-to-bill ratio will continue rising for multiple quarters without the stockpiling risks seen in 2022.
Buy ASML as healthy backlog and growing TSMC capex suggest the book-to-bill ratio will continue rising for multiple quarters without the stockpiling risks seen in 2022.
AI/Semi
TWITTER
Showing 8 of 8 picks · sorted by mentions