Calls
3
Daniel Flax
Head of Digital Assets, Invesco
Win Rate
100.0%
return
+6.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 22
$329.00
+15.4%
Alphabet's cloud margins are 2.5x the S&P 500 average, backlog surged $52B quarter-over-quarter, and with only 0.5% agentic AI penetration, demand for compute will remain strong, justifying rising capex.
Hyperscalers
Long
Apr 29
$413.06
+1.1%
NVIDIA and Broadcom benefit as strategic partners in the AI cloud infrastructure buildout, with cloud companies deploying capital and generating returns. These suppliers are increasingly critical and execute well on product roadmaps.
AI ASIC
Long
Apr 29
$210.81
+2.7%
NVIDIA and Broadcom benefit as strategic partners in the AI cloud infrastructure buildout, with cloud companies deploying capital and generating returns. These suppliers are increasingly critical and execute well on product roadmaps.
AI Compute
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Daniel Flax has 3 trade ideas tracked on Buzzberg across 3 tickers since April 2026. Most covered: NVDA, GOOGL, AVGO.
