Calls
43
#1100
Alpha Score 4.2
wliang
Win Rate
34.9%
return
-6.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 19
$39.00
-29.7%
Buy WYFI as author draws structural parallel to NBIS pre-hyperscaler deal stage; thesis is that AI/HPC infrastructure supercycle has a next leg up catalyzed by anticipated OpenAI and Anthropic IPOs, with WYFI potentially at a similar inflection point NBIS was before major partnership announcements.
Buy WYFI as author draws structural parallel to NBIS pre-hyperscaler deal stage; thesis is that AI/HPC infrastructure supercycle has a next leg up catalyzed by anticipated OpenAI and Anthropic IPOs, with WYFI potentially at a similar inflection point NBIS was before major partnership announcements.
AI Photonics
Long
Jun 19
$285.49
-11.6%
Buy neocloud compute suppliers ahead of Anthropic/OpenAI IPO cycle; unlike direct proxies (SPCX precedent), suppliers are complementary to AI labs and benefit from increased compute demand regardless of IPO timing, with an expected aggressive run into September/October.
Buy neocloud compute suppliers ahead of Anthropic/OpenAI IPO cycle; unlike direct proxies (SPCX precedent), suppliers are complementary to AI labs and benefit from increased compute demand regardless of IPO timing, with an expected aggressive run into September/October.
NeoCloud
Long
Jun 19
$60.08
-27.7%
Buy IREN as a neocloud compute supplier benefiting from AI lab IPO cycle tailwinds; author has prior track record calling IREN at ~$6, frames current positioning as early in next leg up driven by OpenAI/Anthropic IPO-related compute demand expansion.
Buy IREN as a neocloud compute supplier benefiting from AI lab IPO cycle tailwinds; author has prior track record calling IREN at ~$6, frames current positioning as early in next leg up driven by OpenAI/Anthropic IPO-related compute demand expansion.
NeoCloud
Long
Jun 19
$29.27
-39.0%
Buy CIFR as a neocloud supplier; AI labs need more compute ahead of major IPOs, and neocloud names are suppliers not substitutes — insulated from post-IPO proxy selloffs while benefiting from sustained compute demand growth.
Buy CIFR as a neocloud supplier; AI labs need more compute ahead of major IPOs, and neocloud names are suppliers not substitutes — insulated from post-IPO proxy selloffs while benefiting from sustained compute demand growth.
Crypto Miners
Long
Jun 23
$1229.30
-25.7%
Buy MU into earnings; structural HBM supply constraints (sold out through 2026 under binding contracts, HBM4 in high-volume production for NVDA Vera Rubin, only US DRAM manufacturer) make any post-earnings volatility a buying opportunity, consistent with the SNDK pattern.
Buy MU into earnings; structural HBM supply constraints (sold out through 2026 under binding contracts, HBM4 in high-volume production for NVDA Vera Rubin, only US DRAM manufacturer) make any post-earnings volatility a buying opportunity, consistent with the SNDK pattern.
AI Memory
Long
Jun 23
$519.95
-7.3%
Buy oversold semis/tech names (AMD, MRVL, TSM) as selloff attributed to retail panic on misread Korean DRAM news; author sees short-lived volatility with recovery imminent.
Buy oversold semis/tech names (AMD, MRVL, TSM) as selloff attributed to retail panic on misread Korean DRAM news; author sees short-lived volatility with recovery imminent.
AI Compute
Long
Aug 04
$15.97
+1.5%
Buy CCXI as the only U.S.-listed pure-play humanoid robotics name; stock cleared technical breakout levels with multiple buy signals, and Unitree's IPO in ~2 weeks provides a near-term sector catalyst likely to lift the space.
Robotics
Long
Jun 29
$136.44
-48.7%
Buy VPG as a laggard precision-sensor supplier already embedded with multiple humanoid robotics makers; thesis rests on secular humanoid scaling, AI data center sensor demand, and manufacturing recovery, with valuation still at ~$1.8B MC despite sector momentum.
Buy VPG as a laggard precision-sensor supplier already embedded with multiple humanoid robotics makers; thesis rests on secular humanoid scaling, AI data center sensor demand, and manufacturing recovery, with valuation still at ~$1.8B MC despite sector momentum.
AI Hardware
Long
Jun 19
$117.74
-9.9%
Buy neocloud infrastructure names as complementary suppliers to AI labs; Anthropic/OpenAI IPO cycle drives compute demand higher, and unlike direct proxies, these names should not sell off post-IPO — author expects aggressive run into Q3/Q4.
Buy neocloud infrastructure names as complementary suppliers to AI labs; Anthropic/OpenAI IPO cycle drives compute demand higher, and unlike direct proxies, these names should not sell off post-IPO — author expects aggressive run into Q3/Q4.
NeoCloud
Long
Jul 06
$24.77
-30.6%
Buy WULF on a newly announced 20-year contract with Anthropic; author argues neocloud names were oversold and this deal validates the sector thesis, with a rally expected imminently.
Buy WULF on a newly announced 20-year contract with Anthropic; author argues neocloud names were oversold and this deal validates the sector thesis, with a rally expected imminently.
Crypto Miners
Long
Jun 27
$192.97
+15.8%
Buy AI infrastructure semis — government restriction of frontier AI models validates AI as critical national infrastructure, reinforcing hyperscaler capex regardless of which model wins; sovereign AI buildout (UAE, Saudi, France) adds incremental demand.
Buy AI infrastructure semis — government restriction of frontier AI models validates AI as critical national infrastructure, reinforcing hyperscaler capex regardless of which model wins; sovereign AI buildout (UAE, Saudi, France) adds incremental demand.
AI Compute
Long
Jul 24
$690.96
+4.5%
Buy QQQ anticipating a near-term bounce after a brutal market open; thesis is purely sentiment-driven with no specific catalyst or technical level cited.
Buy QQQ anticipating a near-term bounce after a brutal market open; thesis is purely sentiment-driven with no specific catalyst or technical level cited.
Equity Indexes
Long
Jul 06
$13.09
-7.1%
Buy neocloud/crypto-mining names as a basket; author argues the sector had a healthy pullback, catalysts have strengthened (Nasdaq-100 inclusions, major contract wins like WULF/Anthropic), and a more aggressive rally than the prior leg is expected.
Buy neocloud/crypto-mining names as a basket; author argues the sector had a healthy pullback, catalysts have strengthened (Nasdaq-100 inclusions, major contract wins like WULF/Anthropic), and a more aggressive rally than the prior leg is expected.
Crypto Miners
Long
Jun 23
$1975.20
-31.9%
Buy SNDK as double-digit selloff driven by retail panic on misread Korean DRAM news; author argues demand fundamentals remain intact and decline is overdone.
Buy SNDK as double-digit selloff driven by retail panic on misread Korean DRAM news; author argues demand fundamentals remain intact and decline is overdone.
AI Memory
Long
Jul 29
$76.10
+80.3%
Buy AAOI at technical support with a potential Elliott Wave 3 bounce thesis; near-term catalysts include Korea rate decision, Warsh appointment, and META/MSFT earnings, though the setup is invalidated by continued macro deterioration.
Buy AAOI at technical support with a potential Elliott Wave 3 bounce thesis; near-term catalysts include Korea rate decision, Warsh appointment, and META/MSFT earnings, though the setup is invalidated by continued macro deterioration.
AI Photonics
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wliang has 43 trade ideas tracked on Buzzberg across 43 tickers since June 2026. Win rate 35% across 43 evaluated calls, average return -6.5%. Ranked #1100 on the Buzzberg Alpha leaderboard. Most covered: WYFI, NBIS, IREN.
