Calls
3
Moez Kassam
Head of Research, Coinbase
Win Rate
66.7%
return
+3.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 30
$84.36
+20.8%
Software stocks have been indiscriminately sold off 70-80% as the market panics over AI disruption. Many of these companies have real recurring free cash flow, are adopting AI within their ecosystems, and trade at very low multiples (half of S&P 500). The negative sentiment will shift, and the stocks should recover significantly.
Thematic ETFs
Long
Apr 30
$4.88
-10.9%
U.S. cannabis companies are massively undervalued due to regulatory overhang, but the DEA has begun accepting applications for licenses under full descheduling, which will eliminate the 280E tax burden, enable interstate commerce, and unlock economies of scale. This could lead to a 400% move in the sector over a couple of years. The MSOS ETF is a direct way to play this.
Thematic ETFs
Long
Apr 30
$58.34
+0.3%
Oil stocks are not reflecting the likelihood of prolonged higher oil prices because everyone assumes the Middle East blockade will end soon. Sentiment is overly bearish on oil, creating a buying opportunity in oil companies. The stocks are cheap relative to the potential for sustained elevated oil prices.
Thematic ETFs
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Moez Kassam has 3 trade ideas tracked on Buzzberg across 3 tickers since April 2026. Most covered: IGV, XLE, MSOS.
