Calls
5
#827
Alpha Score 31.2
Jeremiah Buckley
Portfolio Manager, Janus Henderson
Win Rate
60.0%
return
+0.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 21
$336.00
+0.2%
The market is broadening beyond AI into health care and financials with attractive opportunities in health care equipment and financial services; he specifically likes Goldman Sachs, American Express, and Stryker on multiple contraction and rising estimates.
Payments & Fintech
Long
Aug 21
$209.16
+0.0%
Software and SaaS names have undergone multiple contraction but have resilient business models, and Salesforce is adjusting to AI and should continue to grow, so he has been nibbling at software despite uncertainty.
AI Software
Long
Aug 21
$1039.22
+0.1%
The market is broadening beyond AI into health care and financials with attractive opportunities in health care equipment and financial services; he specifically likes Goldman Sachs, American Express, and Stryker on multiple contraction and rising estimates.
Capital Markets
Long
Aug 21
$215.16
+0.1%
Nvidia remains his largest position because earnings growth plus out-year valuation still looks attractive, AI spending growth is durable, and Nvidia is returning more capital to shareholders via a significant dividend increase.
AI Compute
Long
Aug 21
$329.45
+0.0%
The market is broadening beyond AI into health care and financials with attractive opportunities in health care equipment and financial services; he specifically likes Goldman Sachs, American Express, and Stryker on multiple contraction and rising estimates.
MedTech
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Jeremiah Buckley has 5 trade ideas tracked on Buzzberg across 5 tickers since August 2026. Ranked #827 on the Buzzberg Alpha leaderboard. Most covered: CRM, NVDA, AXP.
