Buzzberg Cup Live
#136 Alpha Score 85.9

the_ai_investor

@the_ai_investor · tracked since Feb 2026
136
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 85.9
Calls
6
Win Rate
50.0%
return
+18.5%
Calls 6 2919 Posts tracked · 21.3/day
Calls
7d 0
30d 0
90d 2
Best Calls
MU long +104.3%
AAOI long +34.7%
NVDA long +13.6%
Worst Calls
AVGO long -20.0%
ORCL long -18.8%
QQQ long -2.7%
Most Mentioned
MU ×71
NVDA ×45
ORCL ×5
Recent Calls
QQQ long 1 month ago
MU long 3 months ago
ORCL long 4 months ago
Win Rate 50% Long 6 Short 0
Win Rate
7d 33%
30d 33%
90d 100%
Average Return +18.5% Long Return +18.5% Short Return -
Average Return
7d -3.5%
30d -6.9%
90d +70.8%
Loading charts...
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
MU Micron T... Micron Technology, Inc.
Long
Mar 18
$451.88
+104.3%
Speaker reacts to Micron's huge earnings beat and Q3 guide ($12.20 vs $8.9 est; guided $19.15 vs $11.7 est) as proof AI demand is going through the roof, supporting his core MU long.
Speaker reacts to Micron's huge earnings beat and Q3 guide ($12.20 vs $8.9 est; guided $19.15 vs $11.7 est) as proof AI demand is going through the roof, supporting his core MU long.
AI Memory
TWITTER
NVDA NVIDIA C... NVIDIA Corporation
Long
Feb 27
$179.15
+13.6%
Speaker confirms an active long NVDA position and threatens to add via margin if bears push it lower, noting he hasn't used much margin since 2024; ongoing-position ownership language.
Speaker confirms an active long NVDA position and threatens to add via margin if bears push it lower, noting he hasn't used much margin since 2024; ongoing-position ownership language.
AI Compute
TWITTER
ORCL Oracle C... Oracle Corporation
Long
Mar 10
$162.34
-18.8%
Bullish ORCL; Oracle raised FY2027 total revenue guidance to $90B, and speaker argues the core software business is still alive and the AI buildout is accelerating rather than facing the delays portrayed by media.
Bullish ORCL; Oracle raised FY2027 total revenue guidance to $90B, and speaker argues the core software business is still alive and the AI buildout is accelerating rather than facing the delays portrayed by media.
Hyperscalers
TWITTER
AAOI Applied ... Applied Optoelectro...
Long
Feb 27
$81.50
+34.7%
Speaker discloses AAOI as his top-performing portfolio holding this year, up ~130%; confirms active long position in the optical/AI-datacenter name.
Speaker discloses AAOI as his top-performing portfolio holding this year, up ~130%; confirms active long position in the optical/AI-datacenter name.
AI Photonics
TWITTER
AVGO Broadcom Inc. Broadcom Inc.
Long
Jun 04
$479.23
-20.0%
After-hours selloff does not change AVGO's AI narrative; market cap gap vs NVDA suggests potential upside for Broadcom.
After-hours selloff does not change AVGO's AI narrative; market cap gap vs NVDA suggests potential upside for Broadcom.
AI ASIC
TWITTER
QQQ Invesco ... Invesco QQQ Trust
Long
May 26
$729.82
-2.7%
Discloses own AI Investor Portfolio outperforming QQQ — speaker is long an AI-focused portfolio (MU/NVDA core) crushing the benchmark at +89.66% YTD vs QQQ +18.94%.
Discloses own AI Investor Portfolio outperforming QQQ — speaker is long an AI-focused portfolio (MU/NVDA core) crushing the benchmark at +89.66% YTD vs QQQ +18.94%.
Equity Indexes
TWITTER
Showing 6 of 6 picks · sorted by mentions

the_ai_investor has 6 trade ideas tracked on Buzzberg across 6 tickers since February 2026. Ranked #136 on the Buzzberg Alpha leaderboard. Most covered: MU, NVDA, ORCL.