Calls
10
#811
Alpha Score 22.5
Chloe Meley
Reporter, Bloomberg
Win Rate
30.0%
return
-6.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 22
$29.46
+0.6%
Super Micro raised its gross margin outlook and reported a record backlog, indicating very strong, solid demand for AI servers. This is reassuring for the AI trade ahead of big tech earnings.
AI Hardware
Long
Jul 21
$102.24
+4.2%
The appointment of John Healy, a former defense secretary who wants higher defense spending, as UK chancellor bodes well for defense stocks like BAE Systems.
Defense
Long
Jul 15
$191.00
+1.5%
Richemont reported sales far ahead of expectations, driven by strong U.S. demand for Cartier jewelry and positive sales across all regions, signaling resilient luxury demand.
Retail & Mobility
Long
Jul 15
$56.19
-0.1%
PayPal shares are soaring on a report that Stripe and Advent International are considering a $53 billion takeover, with investors showing keen interest in a deal.
Payments & Fintech
Long
Jul 02
$52.05
-9.3%
Bayer's recent Supreme Court ruling in favor of the company removes the Roundup litigation overhang, allowing investors to focus on the strong momentum in its crop science and pharmaceutical divisions.
Pharma & Biotech
Long
Jun 29
$651.22
-21.5%
South Korea's massive $880 billion AI investment pledge by Samsung and SK Hynix will boost demand for U.S. semiconductor equipment and component suppliers, lifting stocks such as Lam Research, Applied Materials, and Qualcomm that directly supply these firms.
Foundry Equipment
Long
Jun 29
$392.00
-26.2%
South Korea's massive $880 billion AI investment pledge by Samsung and SK Hynix will boost demand for U.S. semiconductor equipment and component suppliers, lifting stocks such as Lam Research, Applied Materials, and Qualcomm that directly supply these firms.
Foundry Equipment
Long
Jun 29
$192.94
-11.9%
South Korea's massive $880 billion AI investment pledge by Samsung and SK Hynix will boost demand for U.S. semiconductor equipment and component suppliers, lifting stocks such as Lam Research, Applied Materials, and Qualcomm that directly supply these firms.
AI ASIC
Long
Jun 16
$57.19
-1.3%
The Bank of Japan raised rates to 1% but the pace of increase is too slow. Real interest rates remain deeply negative and the BOJ cannot estimate the neutral rate. The BOJ has a long way to go in tightening, which should eventually support the Japanese yen as rates rise further.
FX & Currencies
Long
Jun 16
$90.30
-1.7%
With the energy squeeze from the Iran conflict receding due to the interim deal and oil prices dropping, the cloud over Europe is lifting. European stocks have lagged this year, lacking hot AI names, so investors can now go back into Europe.
Equity Indexes
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Chloe Meley has 10 trade ideas tracked on Buzzberg across 10 tickers since June 2026. Ranked #811 on the Buzzberg Alpha leaderboard. Most covered: PYPL, QCOM, AMAT.
