Calls
59
#28
Alpha Score 97.3
Alexander Campbell
Founder & CEO, Rose AI; ex-macro investor, Bridgewater
Win Rate
57.9%
return
+8.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 19
$421.29
-12.7%
1. THE FACT: "This is Ray’s way of telling you to buy gold and silver btw."
2. THE BRIDGE: The speaker interprets a signal (from "Ray") as a directive to buy gold and silver.
3. THE VERDICT: Long gold and silver.
1. THE FACT: "This is Ray’s way of telling you to buy gold and silver btw."
2. THE BRIDGE: The speaker interprets a signal (from "Ray") as a directive to buy gold and silver.
3. THE VERDICT: Long gold and silver.
Commodities
Long
Mar 12
$116.44
+8.0%
The author is expressing comfort with a long oil position, implying a bullish outlook with a potential price target of $120/bbl.
The author is expressing comfort with a long oil position, implying a bullish outlook with a potential price target of $120/bbl.
Commodities
Long
Jan 19
$81.02
-37.2%
1. THE FACT: "This is Ray’s way of telling you to buy gold and silver btw."
2. THE BRIDGE: The speaker interprets a signal (from "Ray") as a directive to buy gold and silver.
3. THE VERDICT: Long gold and silver.
1. THE FACT: "This is Ray’s way of telling you to buy gold and silver btw."
2. THE BRIDGE: The speaker interprets a signal (from "Ray") as a directive to buy gold and silver.
3. THE VERDICT: Long gold and silver.
Commodities
Long
Nov 17
$283.85
+83.8%
1. THE FACT: @abcampbell states, "Remember when they say “Pause AI” they really mean “cripple US open source AI”". This implies that calls to "Pause AI" are a strategic move to hinder US open-source AI development, potentially benefiting established players or those with proprietary AI.
2. THE BRIDGE: If efforts to "cripple US open source AI" are successful, it would reduce competition for large, well-capitalized tech companies that are already heavily invested in AI development. This would strengthen their market position and potentially accelerate their growth in the AI sector.
3. THE VERDICT: Calls to "Pause AI" are a veiled attempt to stifle US open-source AI, which would benefit established AI players by reducing competition.
1. THE FACT: @abcampbell states, "Remember when they say “Pause AI” they really mean “cripple US open source AI”". This implies that calls to "Pause AI" are a strategic move to hinder US open-source AI development, potentially benefiting established players or those with proprietary AI.
2. THE BRIDGE: If efforts to "cripple US open source AI" are successful, it would reduce competition for large, well-capitalized tech companies that are already heavily invested in AI development. This would strengthen their market position and potentially accelerate their growth in the AI sector.
3. THE VERDICT: Calls to "Pause AI" are a veiled attempt to stifle US open-source AI, which would benefit established AI players by reducing competition.
Thematic ETFs
Long
Mar 13
$23.00
+8.7%
yeah I’m long wheat
Commodities
Short
Feb 13
$80.85
+1.4%
Credit spreads are rich relative to weak equity market; eventually credit investors will demand higher risk premiums, so shorting high yield provides cheap protection and bearish exposure.
Credit spreads are rich relative to weak equity market; eventually credit investors will demand higher risk premiums, so shorting high yield provides cheap protection and bearish exposure.
Bonds & Rates
Long
Mar 01
$27.08
+4.9%
The author reaffirms a long-term bullish view on the US Dollar, highlighting its role as the primary safe-haven asset during periods of geopolitical instability.
The author reaffirms a long-term bullish view on the US Dollar, highlighting its role as the primary safe-haven asset during periods of geopolitical instability.
FX & Currencies
Long
Apr 24
$9.45
+3.5%
Buy sugar calls for 3–6 month horizon, likely anticipating a price rally while volatility remains favorable for options. Timeframe: medium-term
Buy sugar calls for 3–6 month horizon, likely anticipating a price rally while volatility remains favorable for options. Timeframe: medium-term
Commodities
Long
Apr 19
$17.83
+0.7%
Go long corn futures to position for a price rise driven by the convergence of geopolitical risk premium and ongoing physical supply shortage dynamics following a speculative washout in the market.
Go long corn futures to position for a price rise driven by the convergence of geopolitical risk premium and ongoing physical supply shortage dynamics following a speculative washout in the market.
Commodities
Short
Apr 14
$687.80
-7.8%
Short credit view via SPX put spreads; expects market weakness or volatility from escalation. Rolled from HYG puts to cleaner SPX exposure.
Short credit view via SPX put spreads; expects market weakness or volatility from escalation. Rolled from HYG puts to cleaner SPX exposure.
Equity Indexes
Long
Apr 05
$27.16
+2.6%
Long agricultural commodities (via calls) as a relative value trade against being short UK short-term rates, likely expressing a view on commodity strength and/or UK rate policy.
Long agricultural commodities (via calls) as a relative value trade against being short UK short-term rates, likely expressing a view on commodity strength and/or UK rate policy.
Commodities
Short
Mar 08
$57.30
-11.9%
Property and casualty insurers directly exposed to physical destruction in the Gulf and rising energy costs on claims; underappreciated.
Property and casualty insurers directly exposed to physical destruction in the Gulf and rising energy costs on claims; underappreciated.
Thematic ETFs
Long
Feb 21
$106.26
-33.3%
Gold miners benefit from rising gold prices driven by Chinese demand; miners are still cheap relative to spot.
Gold miners benefit from rising gold prices driven by Chinese demand; miners are still cheap relative to spot.
Thematic ETFs
Long
Feb 08
$86.74
+71.2%
Every AI agent needs authentication on every request; Okta benefits from the surge in machine-to-machine auth calls.
Every AI agent needs authentication on every request; Okta benefits from the surge in machine-to-machine auth calls.
Cybersecurity
Long
Jan 07
$131.06
+4.3%
1. THE FACT: The user states, "not sure people really understand what “MOAR compute” means. not just GPUs! we need a lot more of *all the things*".
2. THE BRIDGE: This implies a significant and broad increase in demand for computing infrastructure beyond just GPUs, suggesting a bullish outlook for companies involved in semiconductors, data centers, and cloud computing infrastructure.
3. THE VERDICT: Bullish on the broader compute infrastructure sector due to increasing demand for "all the things" related to compute.
1. THE FACT: The user states, "not sure people really understand what “MOAR compute” means. not just GPUs! we need a lot more of *all the things*".
2. THE BRIDGE: This implies a significant and broad increase in demand for computing infrastructure beyond just GPUs, suggesting a bullish outlook for companies involved in semiconductors, data centers, and cloud computing infrastructure.
3. THE VERDICT: Bullish on the broader compute infrastructure sector due to increasing demand for "all the things" related to compute.
Thematic ETFs
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Alexander Campbell has 59 trade ideas tracked on Buzzberg across 59 tickers since November 2025. Win rate 58% across 57 evaluated calls, average return +8.9%. Ranked #28 on the Buzzberg Alpha leaderboard. Most covered: GOLD, BNO, SILVER.
