Calls
78
#22
Alpha Score 97.8
temple_eight
AI Photonics Trader
Win Rate
49.4%
return
+13.0%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 30
$28.59
+177.5%
Long Penguin Solutions ($PENG) — extremely undervalued competitor to $SMCI; MemoryAI CXL KV Cache server launched March 2026 is greatest edge.
Long Penguin Solutions ($PENG) — extremely undervalued competitor to $SMCI; MemoryAI CXL KV Cache server launched March 2026 is greatest edge.
AI Hardware
Long
Apr 16
$23.00
+300.0%
Long Maxlinear ($MXL) — already climbing; ongoing bullish position update.
AI Photonics
Short
Feb 26
$69.13
+41.4%
Tepper big mad at Whirlpool, he's massive long & we're short. Even the best can be too early; credit cycle has to turn first (ongoing short position confirming active short).
Tepper big mad at Whirlpool, he's massive long & we're short. Even the best can be too early; credit cycle has to turn first (ongoing short position confirming active short).
Retail & Mobility
Long
Mar 22
$103.40
+150.5%
Credo just walked out of the OFC/GTC gauntlet with ultimate receipts: their 1.6T ZeroFlap AECs are officially key part of interconnects for NVIDIA's Vera Rubin NVL144 and Kyber Ultra NVL576. Credo owns next 36 months of the interconnect.
Credo just walked out of the OFC/GTC gauntlet with ultimate receipts: their 1.6T ZeroFlap AECs are officially key part of interconnects for NVIDIA's Vera Rubin NVL144 and Kyber Ultra NVL576. Credo owns next 36 months of the interconnect.
AI Photonics
Long
Feb 24
$10.80
-13.0%
Released investment thesis on CLF Cleveland-Cliffs. Outlines hidden bottleneck of Grain Oriented Electrical Steel (GOES), key material for transformers which can't be made fast enough for data center driven demand.
Released investment thesis on CLF Cleveland-Cliffs. Outlines hidden bottleneck of Grain Oriented Electrical Steel (GOES), key material for transformers which can't be made fast enough for data center driven demand.
Metals & Mining
Short
Mar 10
$45.88
-25.1%
If you wanted to short an optical name, hard pressed to find a better one than AXTI. Just a matter of time before China clamps down on InP exports altogether, would bring stock down to single digits.
If you wanted to short an optical name, hard pressed to find a better one than AXTI. Just a matter of time before China clamps down on InP exports altogether, would bring stock down to single digits.
AI Photonics
Long
Jun 10
$691.59
+5.0%
Buy QQQ at technical support in the 660-665 zone; author identifies this price range as a meaningful chart level to initiate a long position.
Buy QQQ at technical support in the 660-665 zone; author identifies this price range as a meaningful chart level to initiate a long position.
Equity Indexes
Long
May 14
$69.96
-49.6%
Long $WOLF — speaker explicitly states 'We're bullish $WOLF as well' confirming position.
Power Semis
Short
Mar 17
$573.15
-2.5%
After success with Whirlpool short, opening short on John Deere DE - 'The Subprime Tractor: Deere's Shadow Bank Is About To Blow Up.'
After success with Whirlpool short, opening short on John Deere DE - 'The Subprime Tractor: Deere's Shadow Bank Is About To Blow Up.'
Construction & Infrastructure
Short
Mar 09
$607.76
-19.5%
Sold short some NQ futures at the open, that is all.
Equity Indexes
Short
Jun 12
$83.54
+12.3%
Short ASTS into any near-term strength; author views SpaceX as a direct competitive threat to ASTS, dismissing the bull case that they serve different markets, and plans to use the launch-week pump as a short entry.
Short ASTS into any near-term strength; author views SpaceX as a direct competitive threat to ASTS, dismissing the bull case that they serve different markets, and plans to use the launch-week pump as a short entry.
Satellite Communications
Long
May 05
$95.71
+12.6%
Long $IPGP — picked up shares as 'trade' today at $92; CROSSBOW high energy lasers have defense applications.
Long $IPGP — picked up shares as 'trade' today at $92; CROSSBOW high energy lasers have defense applications.
AI Photonics
Long
Apr 09
$31.31
+46.1%
Speaker bought FPS the other day; credit to @AtlasShrug1 for the find.
Clean Energy
Long
Apr 03
$4126.00
+71.1%
Soitec isn't the only provider of a critical substrate in the optical revolution; equally important will be NGK Corp. NGK just unveiled world's first 8-inch (200mm) TFLN bonded wafer; aligned with advanced silicon photonics foundry needs (GlobalFoundries, TSMC).
Soitec isn't the only provider of a critical substrate in the optical revolution; equally important will be NGK Corp. NGK just unveiled world's first 8-inch (200mm) TFLN bonded wafer; aligned with advanced silicon photonics foundry needs (GlobalFoundries, TSMC).
PCB/Substrates
Long
Mar 31
$159.01
+71.8%
Bought back VICR today among others.
Power Semis
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temple_eight has 78 trade ideas tracked on Buzzberg across 72 tickers since February 2026. Win rate 49% across 77 evaluated calls, average return +13.0%. Ranked #22 on the Buzzberg Alpha leaderboard. Most covered: PENG, MXL, WHR.
