Calls
5
#283
Alpha Score 77.1
Josh Gilbert
eToro APAC & Middle East Lead Analyst
Win Rate
80.0%
return
+21.4%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 30
$1339000.00
+26.1%
Hyperscaler AI capex is flowing downstream into semiconductor memory names that are printing huge returns. Stocks like Samsung, SK hynix, and Micron benefit from the infrastructure buildout and bottlenecks, with the market rotating out of hyperscalers into these suppliers.
AI Memory
Long
Jul 30
$209750.00
+24.7%
Hyperscaler AI capex is flowing downstream into semiconductor memory names that are printing huge returns. Stocks like Samsung, SK hynix, and Micron benefit from the infrastructure buildout and bottlenecks, with the market rotating out of hyperscalers into these suppliers.
AI Memory
Long
Jul 30
$390.54
+27.0%
Microsoft delivered the template for disciplined AI capex: capital expenditure up 70% but cash flow beat expectations by 40%, showing it can fund the buildout without bleeding cash. Strong cloud growth and accelerating co-pilot adoption support a positive outlook.
Hyperscalers
Long
Jul 30
$739.00
+31.5%
Hyperscaler AI capex is flowing downstream into semiconductor memory names that are printing huge returns. Stocks like Samsung, SK hynix, and Micron benefit from the infrastructure buildout and bottlenecks, with the market rotating out of hyperscalers into these suppliers.
AI Memory
Long
May 21
$223.47
-2.2%
Nvidia remains the dominant AI company with strong revenue growth (85% revenue growth, 90%+ data center growth), expanding into full-stack AI infrastructure including networking and CPUs. Despite the market's high expectations leading to a muted after-hours response, the fundamental business is still one of the best in the world with ample runway as AI shifts from training to inference. The stock is still a core AI holding.
AI Compute
Showing 5 of 5 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Josh Gilbert has 5 trade ideas tracked on Buzzberg across 5 tickers since May 2026. Ranked #283 on the Buzzberg Alpha leaderboard. Most covered: MSFT, NVDA, MU.
