Calls
4
Gabriela Borges
US Software Equity Research Analyst, Goldman Sachs Research
Win Rate
75.0%
return
+5.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 24
$209.06
+10.8%
Software companies are starting to show AI acceleration beyond early coding use cases, and can capture 10-25% of customer value over time, supporting a durable software rally as AI begins to pay.
AI Software
Long
Aug 24
$191.09
+9.0%
AI is the next wave of digital transformation and requires more security; CrowdStrike is a clean tech stock that has successfully scaled through NexGen acquisitions and organic innovation, positioning it as a strategic AI security partner.
Cybersecurity
Long
Aug 24
$102.75
+2.5%
Software companies are starting to show AI acceleration beyond early coding use cases, and can capture 10-25% of customer value over time, supporting a durable software rally as AI begins to pay.
Thematic ETFs
Long
Aug 24
$323.02
-0.5%
Software companies are starting to show AI acceleration beyond early coding use cases, and can capture 10-25% of customer value over time, supporting a durable software rally as AI begins to pay.
AI Software
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Gabriela Borges has 4 trade ideas tracked on Buzzberg across 4 tickers since August 2026. Most covered: IGV, CRM, CRWD.
