Calls
2
Jeff Minton
Bloomberg Reporter
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 01
$325.00
-
Apple and Meta are bucking the broader market decline, potentially because they are less exposed to AI-related headwinds and have different spending profiles than NVIDIA's largest customers such as Alphabet, Amazon, and Microsoft.
AI Hardware
Long
Sep 01
$577.65
-
Apple and Meta are bucking the broader market decline, potentially because they are less exposed to AI-related headwinds and have different spending profiles than NVIDIA's largest customers such as Alphabet, Amazon, and Microsoft.
Hyperscalers
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Jeff Minton has 2 trade ideas tracked on Buzzberg across 2 tickers since September 2026.
