#30 Alpha Score 95.9

thematictrader

@thematictrader · tracked since Apr 2026
30
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 95.9
Calls 50 840 Posts tracked · 19.1/day Posted today
Calls
7d 7
30d 24
90d 50
Best Calls
FCEL long +181.2%
NVTS long +170.5%
VPG long +143.6%
Worst Calls
QCOM short -91.8%
QBTS short -89.3%
USAR short -67.9%
Most Mentioned
FCEL ×75
PENG ×57
VPG ×56
Recent Calls
APLD short 1 month ago
SHOP short 1 month ago
QBTS short 1 month ago
Win Rate 62% Long 37 Short 13
Win Rate
7d 51%
30d 46%
90d —
Average Return +18.5% Long Return +37.8% Short Return -36.5%
Average Return
7d +3.3%
30d +4.6%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
FCEL FuelCell... FuelCell Energy Inc
Long
Apr 20
$8.67
+181.2%
Long $FCEL — more than just a short squeeze; $BE sympathy with chart screaming monster accumulation; digesting on low volume since December volume stick.
Long $FCEL — more than just a short squeeze; $BE sympathy with chart screaming monster accumulation; digesting on low volume since December volume stick.
Energy
TWITTER
PENG Penguin ... Penguin Solutions, Inc.
Long
Apr 28
$28.30
+97.1%
Long $PENG — buy against LOD, first test of 10 EMA and was supported.
Long $PENG — buy against LOD, first test of 10 EMA and was supported.
AI/Semi
TWITTER
VPG Vishay P... Vishay Precision Gr...
Long
Apr 13
$51.58
+143.6%
Portfolio Update long $VPG at $45 average — core long position.
Portfolio Update long $VPG at $45 average — core long position.
Other
TWITTER
NBIS Nebius G... Nebius Group N.V. C...
Long
Apr 13
$158.04
+32.4%
Portfolio Update long $NBIS at $111.5 — AI infrastructure core long.
Portfolio Update long $NBIS at $111.5 — AI infrastructure core long.
NeoCloud
TWITTER
HIMX Himax Te... Himax Technologies, Inc.
Long
May 07
$16.25
+32.0%
Long $HIMX — earnings proved CPO progression and guided for double digit sequential growth.
Long $HIMX — earnings proved CPO progression and guided for double digit sequential growth.
AI/Semi
TWITTER
FLNC Fluence ... Fluence Energy, Inc.
Long
May 06
$17.10
+24.3%
Long $FLNC — speaker confirms margin trough; up big on hyperscaler contracts and record backlog; 'will keep my eyes on it'.
Long $FLNC — speaker confirms margin trough; up big on hyperscaler contracts and record backlog; 'will keep my eyes on it'.
Energy
TWITTER
SHMD Schmid Group Schmid Group
Long
Apr 23
$6.61
+10.9%
Long $SHMD ($6.6 cost basis) — portfolio position #6, STARTER; speaker is back in.
Long $SHMD ($6.6 cost basis) — portfolio position #6, STARTER; speaker is back in.
Photonics
TWITTER
AOSL Alpha an... Alpha and Omega Sem...
Long
Apr 28
$39.24
+24.4%
Long $AOSL — buy against LOD, first test of 10 EMA and was supported.
Long $AOSL — buy against LOD, first test of 10 EMA and was supported.
AI/Semi
TWITTER
ENPH Enphase Energy Enphase Energy
Long
May 15
$46.66
+44.0%
Likely next add ENPH (or SYNA) - reviewed Solid State Transformer data sheets - active selection between ENPH/SEDG, leaning ENPH.
Likely next add ENPH (or SYNA) - reviewed Solid State Transformer data sheets - active selection between ENPH/SEDG, leaning ENPH.
Energy
TWITTER
BWEN Broadwind, Inc. Broadwind, Inc.
Long
May 12
$3.08
+28.2%
Long $BWEN — speaker reveals the ticker for newly discovered data center power play; ~100% YoY backlog growth, $GEV $CAT $ENR major customers, divesting legacy wind tower business.
Long $BWEN — speaker reveals the ticker for newly discovered data center power play; ~100% YoY backlog growth, $GEV $CAT $ENR major customers, divesting legacy wind tower business.
Other
TWITTER
TSEM Tower Se... Tower Semiconductor Ltd
Long
Apr 13
$207.54
+39.0%
Portfolio Update long $TSEM at $136 — optics/photonics core position.
Portfolio Update long $TSEM at $136 — optics/photonics core position.
AI/Semi
TWITTER
VOYG Voyager ... Voyager Technologies, Inc.
Long
Apr 13
$30.35
+55.7%
Portfolio Update NEW long $VOYG at $30.15 — Voyager Technologies position added.
Portfolio Update NEW long $VOYG at $30.15 — Voyager Technologies position added.
Other
TWITTER
POWI Power In... Power Integrations Inc
Long
Apr 28
$67.92
+24.2%
Long $POWI — first pullback in power semi names; speaker dipping into cookie jar as most pull back to rising 10 EMAs.
Long $POWI — first pullback in power semi names; speaker dipping into cookie jar as most pull back to rising 10 EMAs.
AI/Semi
TWITTER
NVTS Navitas ... Navitas Semiconduct...
Long
Apr 16
$11.73
+170.5%
Long $NVTS beginning what could be a big move; their GeneSiC high-voltage silicon and 800V-to-6V DC-DC tech should take a major foothold in data centers. Target handle $10.5-$11.
Long $NVTS beginning what could be a big move; their GeneSiC high-voltage silicon and 800V-to-6V DC-DC tech should take a major foothold in data centers. Target handle $10.5-$11.
AI/Semi
TWITTER
FSLY Fastly, Inc. Fastly, Inc.
Long
Apr 13
$24.07
-25.6%
Holding long $FSLY despite large position drawdown; all existing long entries have been money.
Holding long $FSLY despite large position drawdown; all existing long entries have been money.
NeoCloud
TWITTER
Showing 15 of 50 picks · sorted by mentions