#55
Alpha Score 93.2
yieldchad
Equities trader
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 05
$648.00
+37.6%
Buy SNDK and MU; the market will continue rerating them higher into Thanksgiving despite commodity cycle concerns, per the speaker’s conviction.
Buy SNDK and MU; the market will continue rerating them higher into Thanksgiving despite commodity cycle concerns, per the speaker’s conviction.
AI/Semi
Long
May 04
$1601000.00
+38.4%
Buy SK Hynix on deep value (3x 2027 earnings) with catalysts: upcoming LTAs similar to Sandisk, ADR listing, and IBKR access for Korean stocks, driving multiple rerating.
Buy SK Hynix on deep value (3x 2027 earnings) with catalysts: upcoming LTAs similar to Sandisk, ADR listing, and IBKR access for Korean stocks, driving multiple rerating.
AI/Semi
Long
Apr 21
$200.41
+0.0%
Long NVDA as a more appropriately priced play on ARM CPU architecture with less consumer-end demand risk compared to other ARM-exposed names.
Long NVDA as a more appropriately priced play on ARM CPU architecture with less consumer-end demand risk compared to other ARM-exposed names.
AI/Semi
Long
May 05
$1433.97
+14.6%
Buy SNDK and MU; the market will continue rerating them higher into Thanksgiving despite commodity cycle concerns, per the speaker’s conviction.
Buy SNDK and MU; the market will continue rerating them higher into Thanksgiving despite commodity cycle concerns, per the speaker’s conviction.
AI/Semi
Long
May 04
$2900.00
-12.2%
Disclosed long position in liquid cooling stock 3017tw, but no reason or catalyst provided; purely a portfolio listing.
Disclosed long position in liquid cooling stock 3017tw, but no reason or catalyst provided; purely a portfolio listing.
AI/Semi
Long
May 04
$1089000.00
+16.5%
Buy SK Square as a discounted proxy for SK Hynix (99% of NAV) with management incentive to narrow discount to 0.7x NAV by 2028, supported by IBKR opening for Korean stocks.
Buy SK Square as a discounted proxy for SK Hynix (99% of NAV) with management incentive to narrow discount to 0.7x NAV by 2028, supported by IBKR opening for Korean stocks.
Other
Long
Apr 29
$1157.00
-9.2%
Buy Mipox (5381) as a profitable, low-P/E optical supply chain company with accelerating revenues, offering compelling value versus overvalued, unprofitable European peers.
Buy Mipox (5381) as a profitable, low-P/E optical supply chain company with accelerating revenues, offering compelling value versus overvalued, unprofitable European peers.
Photonics
Long
Apr 15
$64.08
+67.0%
Buy Intel as a foundry capacity play, as TSMC's inability to handle Nvidia's aggressive scaling will inevitably force overflow demand into Intel's fabrication facilities.
Buy Intel as a foundry capacity play, as TSMC's inability to handle Nvidia's aggressive scaling will inevitably force overflow demand into Intel's fabrication facilities.
AI/Semi
Long
Apr 14
$0.08
-25.8%
Accumulate WLFI as it is positioned to become the primary medium of exchange and transaction currency utilized by autonomous AI agents.
Accumulate WLFI as it is positioned to become the primary medium of exchange and transaction currency utilized by autonomous AI agents.
Crypto
Long
Apr 10
$245.04
+84.6%
AMD is an attractive portfolio holding because it is the only CPU manufacturer currently trading at a reasonable valuation.
AMD is an attractive portfolio holding because it is the only CPU manufacturer currently trading at a reasonable valuation.
AI/Semi
Long
Apr 02
$827.00
+3.2%
Lumentum shares are rallying due to positive expert network reports indicating growth in year-over-year metrics, ASPs, and lead times.
Lumentum shares are rallying due to positive expert network reports indicating growth in year-over-year metrics, ASPs, and lead times.
Photonics
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yieldchad has 11 trade ideas tracked on Buzzberg across 11 tickers since March 2026. Ranked #55 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, MU, NVDA.