Calls
3
u/timecomesinwaves
Reddit r/wallstreetbets
Win Rate
66.7%
return
+60.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 10
$3202.00
+132.1%
The author argues Murata is a Japanese sleeper giant with exposure to AI hardware scaling, rising EV electronics content, and data center power conditioning. High switching costs for engineers create stickiness. He expects significant component demand as these trends scale.
Power Semis
Long
Jan 10
$36.50
+54.8%
The author argues SMA Solar is mission-critical renewable-grid infrastructure whose inverters are the 'brains' of storage systems. He sees demand from the energy storage boom and from grid-forming inverter requirements as renewables replace fossil baseload. This is a structural long-term position.
Other
Long
Jan 10
$30.67
-5.0%
The author argues AMSC is a buy because the grid is in an upgrade cycle driven by aging US infrastructure, renewables, and AI data centers, which creates demand for stabilization tech. He adds wind power recovery and defense/national security grid resilience as further catalysts. He identifies AMSC's superconducting systems and grid stabilization as exposure to this theme.
Grid Equipment
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u/timecomesinwaves has 3 trade ideas tracked on Buzzberg across 3 tickers since January 2026. Most covered: AMSC, 6981.T, S92.DE.
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
