#993 Alpha Score 17.4

Emma Palmer

Reporter, Bloomberg
· tracked since Aug 2026
993
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Alpha Score 17.4
Calls
6
Win Rate
16.7%
return
-6.0%
Calls 6 1 Posts tracked · 0.1/day
Calls
7d 0
30d 6
90d 6
Best Calls
FOX Long +0.8%
Worst Calls
AVAV Long -16.3%
RCAT Long -11.5%
BA Long -6.9%
Most Mentioned
BA ×1
AVAV ×1
SNDK ×1
Recent Calls
AVAV Long 1 week ago
RCAT Long 1 week ago
FOX Long 1 week ago
Win Rate 17% Long 6 Short 0
Win Rate
7d 17%
30d
90d
Average Return -6.0% Long Return -6.0% Short Return -
Average Return
7d -6.2%
30d
90d
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 14
$192.19
-16.3%
US drone makers benefit from import tariffs
The Trump administration is applying up to 100% tariffs on imported drones and parts, protecting domestic manufacturers. US drone makers Unusual Machines, Red Cat Holdings and AeroVironment are surging on that policy catalyst.
Defense
Long
Aug 14
$230.12
-6.9%
Boeing upgraded on production recovery
BNP Paribas says Boeing's post-Covid uncertainty is over and Argus expects a meaningful production ramp-up, giving Boeing its strongest Wall Street backing since 2022.
Aerospace
Long
Aug 14
$60.56
+0.8%
Fox upgraded on media/ad strengths
JP Morgan and Wells Fargo upgraded Fox, citing World Cup viewership, a better political-ad outlook, distribution strength, and the financial capacity created by its deal to buy Roku.
Streaming
Long
Aug 14
$10.91
-11.5%
US drone makers benefit from import tariffs
The Trump administration is applying up to 100% tariffs on imported drones and parts, protecting domestic manufacturers. US drone makers Unusual Machines, Red Cat Holdings and AeroVironment are surging on that policy catalyst.
Defense
Long
Aug 14
$1630.43
-2.0%
SanDisk upgraded on AI memory demand
JPMorgan upgraded SanDisk to overweight and raised its price target by 47% as demand for memory chips more than tripled this year, positioning the company to benefit from AI-driven memory demand.
AI Memory
Long
Aug 14
$102.01
-0.5%
Wayfair upgraded on underestimated sales
Bernstein upgraded Wayfair to outperform, arguing Wall Street is underestimating the business and that sales can come in stronger than expected even as the broader furniture market slows.
Retail & Mobility
Showing 6 of 6 calls · sorted by mentions

Emma Palmer has 6 trade ideas tracked on Buzzberg across 6 tickers since August 2026. Ranked #993 on the Buzzberg Alpha leaderboard. Most covered: BA, AVAV, SNDK.