Calls
93
#990
Alpha Score 10.4
asklivermore
Win Rate
45.2%
return
-3.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 21
$746.74
+2.9%
Buy SPY on the thesis that the current AI-driven bull cycle mirrors prior 8-year cycles (2008–2016, 2016–2022), implying ~2 more years of upside before a projected 2028–2029 peak; reasoning is historical pattern-matching with thin fundamental support.
Buy SPY on the thesis that the current AI-driven bull cycle mirrors prior 8-year cycles (2008–2016, 2016–2022), implying ~2 more years of upside before a projected 2028–2029 peak; reasoning is historical pattern-matching with thin fundamental support.
Equity Indexes
Long
Jun 27
$232.09
+17.2%
Modest long AMZN into H2; holiday retail spending and easing AWS capex deferral provide incremental tailwinds, though the speaker flags only modest upside (~+2.8%) with limited conviction.
Modest long AMZN into H2; holiday retail spending and easing AWS capex deferral provide incremental tailwinds, though the speaker flags only modest upside (~+2.8%) with limited conviction.
Hyperscalers
Long
Jun 23
$220.00
+5.4%
Buy Datadog on short-term weakness alongside NOW; author holds a 2% allocation and groups it with names worth owning through near-term pressure with a longer-term lens.
Buy Datadog on short-term weakness alongside NOW; author holds a 2% allocation and groups it with names worth owning through near-term pressure with a longer-term lens.
AI Software
Long
Jun 26
$343.48
+4.4%
Author discloses current portfolio holdings in AI-themed names (GOOGL, MU, BB, GLW), maintaining these positions through expected near-term chop with a 2+ year bullish uptrend thesis intact.
Author discloses current portfolio holdings in AI-themed names (GOOGL, MU, BB, GLW), maintaining these positions through expected near-term chop with a 2+ year bullish uptrend thesis intact.
Hyperscalers
Long
Jun 19
$210.22
+4.5%
Buy NVDA as part of a broader semiconductor strength thesis; author sees semis as a positive leading indicator for overall market continuation to all-time highs, with long-term bullish conviction.
Buy NVDA as part of a broader semiconductor strength thesis; author sees semis as a positive leading indicator for overall market continuation to all-time highs, with long-term bullish conviction.
AI Compute
Long
Jun 27
$282.53
+10.4%
Buy AAPL into H2; the September iPhone announcement and October shipment cycle provides a structural catalyst aligned with post-midterm equity recovery, while the buyback program supports the stock during softer months.
Buy AAPL into H2; the September iPhone announcement and October shipment cycle provides a structural catalyst aligned with post-midterm equity recovery, while the buyback program supports the stock during softer months.
AI Hardware
Long
Jun 26
$93.11
-2.3%
Author discloses current holdings in HOOD and PL as speculative moonshot positions within a balanced portfolio, held alongside defensives through expected near-term volatility.
Author discloses current holdings in HOOD and PL as speculative moonshot positions within a balanced portfolio, held alongside defensives through expected near-term volatility.
Brokers
Long
Jun 24
$1067.20
-16.7%
Buy MU on significant pullbacks; speaker suggests waiting until after earnings before entering, implying earnings is a near-term risk/catalyst to navigate before committing.
Buy MU on significant pullbacks; speaker suggests waiting until after earnings before entering, implying earnings is a near-term risk/catalyst to navigate before committing.
AI Memory
Long
Jun 23
$318.13
+16.9%
Buy MongoDB on short-term weakness; author discloses a current position alongside NOW and DDOG, recommending a longer-term hold through near-term pressure.
Buy MongoDB on short-term weakness; author discloses a current position alongside NOW and DDOG, recommending a longer-term hold through near-term pressure.
AI Software
Long
Jun 23
$150.04
+9.5%
Add healthcare exposure as a defensive rotation play during expected choppy, range-bound market through October 2026; speaker explicitly recommends balancing into healthcare alongside financials and utilities.
Add healthcare exposure as a defensive rotation play during expected choppy, range-bound market through October 2026; speaker explicitly recommends balancing into healthcare alongside financials and utilities.
Thematic ETFs
Long
Jul 29
$667.17
+7.3%
Author explicitly says this is the time to position slowly and selectively in QQQ/technology after the drawdown, a forward actionable bullish call.
Author explicitly says this is the time to position slowly and selectively in QQQ/technology after the drawdown, a forward actionable bullish call.
Equity Indexes
Long
Jul 02
$18.18
-0.4%
Long these names as part of a balanced portfolio rebalanced on 6/15 to rotate out of tech into healthcare, financials, energy, and defensives, outperforming SPY by 4x.
Long these names as part of a balanced portfolio rebalanced on 6/15 to rotate out of tech into healthcare, financials, energy, and defensives, outperforming SPY by 4x.
Payments & Fintech
Long
Jul 02
$137.07
+12.7%
Long these names as part of a balanced portfolio rebalanced on 6/15 to rotate out of tech into healthcare, financials, energy, and defensives, outperforming SPY by 4x.
Long these names as part of a balanced portfolio rebalanced on 6/15 to rotate out of tech into healthcare, financials, energy, and defensives, outperforming SPY by 4x.
Oil & Gas
Long
Jul 02
$169.08
+11.8%
Buy CVX; author recently added the position as part of a rotation, signaling bullish conviction.
Oil & Gas
Long
Jun 23
$93.08
+28.9%
Author discloses an existing long position in NOW while flagging conditional downside risk to $35 if the current downtrend continues, particularly if MSFT breaks down — a cautiously held long with acknowledged bearish tail risk.
Author discloses an existing long position in NOW while flagging conditional downside risk to $35 if the current downtrend continues, particularly if MSFT breaks down — a cautiously held long with acknowledged bearish tail risk.
AI Software
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asklivermore has 93 trade ideas tracked on Buzzberg across 93 tickers since June 2026. Win rate 45% across 93 evaluated calls, average return -3.3%. Ranked #990 on the Buzzberg Alpha leaderboard. Most covered: SPY, AMZN, DDOG.
