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12:36
Mar 25
Mar 25
NET 1ST
CRCL 1ST
FSLY 1ST
AKAM 1ST
▾
HIGH
Cloudflare (NET) provides edge infrastructure and security services critical for the agentic internet, fitting the infrastructure and governance categories.
"We have been slowly adding to our allocation names that are aligned with the 'Agentic Utility' layer - we are currently long AKAM, FSLY, CRCL and NET in the Citrindex."
NET LONG
medium-term
CRCL (likely Circl? assuming ticker from context) is a named holding in the Citrindex as an Agentic Utility, benefiting from the agentic era.
"We have been slowly adding to our allocation names that are aligned with the 'Agentic Utility' layer - we are currently long AKAM, FSLY, CRCL and NET in the Citrindex."
CRCL LONG
medium-term
Fastly is a CDN and edge computing platform that serves as digital plumbing for agentic traffic, part of the infrastructure category of Agentic Utilities.
"We have been slowly adding to our allocation names that are aligned with the 'Agentic Utility' layer - we are currently long AKAM, FSLY, CRCL and NET in the Citrindex."
FSLY LONG
medium-term
Akamai is positioned as an infrastructure provider (CDN) that will benefit from the explosion in agentic internet traffic, with revenue and guidance already showing inflection from this demand.
"We have been slowly adding to our allocation names that are aligned with the 'Agentic Utility' layer - we are currently long AKAM, FSLY, CRCL and NET in the Citrindex."
AKAM LONG
medium-term
HIGH
19:22
Feb 22
Feb 22
NVDA
MA
TSM
AXP
NOW
▾
The article notes that 'NVDA was still posting record revenues' and that AI infrastructure spending (hyperscaler capex $150–200B/quarter) continues despite the economic downturn, implying sustained demand for Nvidia's GPUs.
Risk: The scenario ultimately leads to economy-wide collapse; if AI capex is cut, NVDA could face severe revenue reversal.
NVDA WATCH
The article cites Mastercard Q1 2027 revenue growth slowing to +6% Y/Y and purchase volume growth slowing to +3.4% as agents route around interchange using stablecoins, directly threatening its revenue model.
Risk: Regulatory crackdowns on stablecoins or delayed agent adoption could slow the disruption.
MA WATCH
The article notes TSMC was 'still running at 95%+ utilization' even as the economy deteriorated, and that economies convex to AI infrastructure (Taiwan, Korea) outperformed massively, implying sustained demand for TSMC's manufacturing.
Risk: Geopolitical risks (Taiwan strait) and eventual capex slowdown could pressure the stock.
TSM WATCH
The article states American Express is 'hit hardest' due to both white-collar job losses (gutting its customer base) and agents routing around interchange (gutting its revenue model), putting pressure on its premium card business.
Risk: AXP's affluent base may have higher savings buffers, delaying revenue deterioration.
AXP WATCH
ServiceNow's net new ACV growth decelerated to 14% from 23% as AI-driven headcount reductions at clients mechanically reduced seat licenses, and the company itself cut 15% of staff while adopting the same AI technology that disrupts it.
Risk: If the economy recovers or AI adoption slows, ServiceNow could regain pricing power.
NOW WATCH
The article describes DoorDash's moat (habitual loyalty) destroyed by AI agents that compare 20+ delivery platforms and by coding agents enabling dozens of new competitors that pass 90–95% of fees to drivers, compressing margins to near zero.
Risk: Autonomous delivery could further disrupt the gig model, but also eliminate the human driver base altogether.
DASH WATCH
20:36
Feb 11
Feb 11
CCJ
SOLS 1ST
LEU
▾
HIGH
Article notes Cameco runs one of few global conversion facilities (Port Hope) near capacity, and with Russian supply sanctioned and Orano also tight, the conversion market is structurally tight – benefiting Cameco as a major Western supplier.
Risk: Operational risks at aging facilities; uranium price volatility; political exposure to Canadian and US nuclear policy.
CCJ WATCH
SOLS operates the only US uranium hexafluoride conversion facility; legacy contracts at $20/kgU are rolling off and being repriced at ~$64/kgU, driving margin expansion to 60%+ and a base case target of $95-105 per share.
"We spoke briefly about Solstice Advanced Materials (SOLS) in our 26 Trades for 2026 and added it into the Citrindex on January 28th before earnings... the bull case representing nearly a triple from here by 2028."
SOLS LONG
long-term
Author explicitly states that after stripping out non-AES businesses, Centrus Energy's AES nuclear segment is valued at $3.2B EV, which they 'strongly believe is far too low' – implying LEU's core enrichment business is undervalued relative to peers and the nuclear cycle.
Risk: Dependence on DOE contracts and regulatory approvals; enrichment market could face competition from new entrants or technology shifts.
LEU WATCH
HIGH
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