Calls
6
#94
Alpha Score 94.9
u/ASXSpecLandKing
Reddit r/stocks
Win Rate
83.3%
return
+65.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 20
$13.44
+78.3%
The author argues UMAC is the overlooked supplier to the Xtend (XTND) drone merger, providing NDAA-compliant components through its Fat Shark and Rotor Riot subsidiaries needed for 'made in America' production. He cites a political moat via Donald Trump Jr. as UMAC advisor/shareholder and Eric Trump as Xtend lead investor, plus UMAC's profitability ($1.6m net income, 39% gross margin) and expects the valuation gap to Xtend's ~$1.5b valuation to shrink as Xtend delivers US drone orders using UMAC components.
Defense
Long
Jan 02
$236.53
-27.2%
The author labels Coinbase as the proxy for the Agentic/USDC economy and allocates it to growth/alpha. The setup is AI agents buying data 24/7 with microtransactions that credit cards cannot handle.
Crypto Infrastructure
Long
Jan 02
$7.16
+5.7%
POET's optical interposer uses tiny slivers of InP on silicon, using 90% less scarce indium phosphide than full wafers. As 800G and 1.6T speeds become standard, the author expects its architecture to be the path of least resistance, with high execution risk and massive upside if adopted.
AI Photonics
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u/ASXSpecLandKing has 6 trade ideas tracked on Buzzberg across 6 tickers since January 2026. Ranked #94 on the Buzzberg Alpha leaderboard. Most covered: COIN, IREN, WULF.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
