Calls
2
u/Life_Dot_7072
Reddit r/smallstreetbets
Win Rate
50.0%
return
-4.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 18
$91.66
+15.3%
Author argues the Gates Foundation's MSFT sale is driven by liquidity needs, not a bearish call, and that Friday's rotation showed software (IGV) up 1.3% while semis (SMH) fell 3.8%. The hardware-led AI trade had software lagging, and Friday flipped that, making the move into software potentially the cleaner AI trade from here. The main risk is that the rotation is a one-day blip rather than a sustained trend.
Thematic ETFs
Long
May 15
$13.91
-23.9%
Author argues NOK is the cheapest optics stock with the widest moat, trading at 43x P/E vs peers at 60-295x, with a 2028 EPS target of ~$0.50 implying $25 at 50x. NVIDIA owns 3% bought at $6.01, and AI-RAN has expanded from 1 to 10 operators. Heavy LEAPS call buying with largest OI at June $15C and ladder building to $23C suggests institutional positioning for a breakout above $15.
AI Photonics
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u/Life_Dot_7072 has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: IGV, NOK.
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
