Calls
17
#738
Alpha Score 14.0
wliang
Win Rate
29.4%
Return
-5.4%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 19
$39.00
-1.9%
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.
Photonics
Long
Jun 23
$1229.30
-7.9%
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/Semi
Long
Jun 19
$285.49
-15.8%
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 23
$519.95
+0.3%
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/Semi
Long
Jun 19
$117.74
-18.0%
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
Jun 24
$59470.50
-0.6%
Author explicitly advocates acquiring Bitcoin below $100k as a long-term wealth-building strategy, expressing high conviction that the post will age well.
Author explicitly advocates acquiring Bitcoin below $100k as a long-term wealth-building strategy, expressing high conviction that the post will age well.
Crypto
Long
Jun 23
$279.99
-4.7%
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/Semi
Long
Jun 19
$29.27
-11.4%
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
Long
Jun 19
$60.08
-21.4%
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 27
$192.97
-0.2%
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/Semi
Long
Jun 26
$70.97
+0.7%
Buy ASTS as the author argues the stock was oversold and the market is correcting that mispricing, with capital returning to the broader space sector.
Buy ASTS as the author argues the stock was oversold and the market is correcting that mispricing, with capital returning to the broader space sector.
Other
Long
Jun 26
$84.31
+0.3%
Buy RKLB as the author argues the stock was oversold and the market is now recognizing that mispricing amid a broader space-sector rotation.
Buy RKLB as the author argues the stock was oversold and the market is now recognizing that mispricing amid a broader space-sector rotation.
NatSec
Long
Jun 26
$46.10
+0.2%
Buy space-sector ETFs as capital rotates out of SPCX post-IPO hype and back into the broader space sector, improving relative positioning for diversified space names.
Buy space-sector ETFs as capital rotates out of SPCX post-IPO hype and back into the broader space sector, improving relative positioning for diversified space names.
NatSec
Long
Jun 23
$1975.20
+5.8%
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/Semi
Long
Jun 23
$439.44
-1.6%
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/Semi
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wliang has 17 trade ideas tracked on Buzzberg across 17 tickers since June 2026. Win rate 29% across 17 evaluated calls, average return -5.4%. Ranked #738 on the Buzzberg Alpha leaderboard. Most covered: WYFI, MU, NBIS.
