Calls
5
#1090
Alpha Score 40.4
u/Rocket233Man
Reddit r/smallstreetbets
Win Rate
60.0%
return
+1.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 17
$223.77
-3.4%
Author notes Nebius popped ~6% after hours as it rolls out new October rental rates with double-digit percentage hikes across H100, B200 and B300 SKUs. Higher per-GPU rental revenue plus better-than-modeled residual value on older GPUs like the A100 improves unit economics beyond what the market prices in. The trade hinges on AI compute demand staying ahead of supply, which the author flags as the main risk.
NeoCloud
Long
Sep 11
$326.43
+3.2%
Apple rallied 3.6% right after rolling out its first foldable iPhone, which the author presents as the catalyst behind the Apple supplier catch-up trade. The mechanism is a fresh consumer product cycle reviving demand for Apple and its component suppliers while AI chip names sold off. The author treats this as an under-the-radar semis rotation but does not state a price target or specific downside risk.
AI Hardware
Long
Sep 11
$112.36
+6.4%
Qorvo jumped almost 7% alongside Skyworks even as most AI chip names closed deep in the red, which the author reads as a rotation into consumer semis. The stated driver is a new Apple foldable iPhone product cycle giving consumer semis the catalyst they have lacked, with lower expectations priced in versus AI names. The author calls this Apple supply-chain catch-up trade one of the more interesting under-the-radar moves in semis, without giving a target or explicit risk.
Power Semis
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u/Rocket233Man has 5 trade ideas tracked on Buzzberg across 5 tickers since July 2026. Ranked #1090 on the Buzzberg Alpha leaderboard. Most covered: AMZN, AAPL, NBIS.
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
