Calls
3
Poonam Goyal
Senior Retail Analyst, Bloomberg Intelligence
Win Rate
66.7%
return
+5.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 21
$244.39
+1.8%
Agentic AI commerce will transform ecommerce: fully agentic sales projected at $500B by 2030 and over 60% of ecommerce transactions will involve an AI agent. Amazon's Alexa shopping capability positions it as a leader in semi-agentic shopping for automated replenishment and price tracking.
Hyperscalers
Long
Jun 30
$37.68
+15.2%
Nike's better-than-expected revenues and a China sales decline that was much narrower than feared show that the turnaround is gaining momentum. North America has already turned positive and is improving. While gross margin improvement is partly one-time from tariff refunds, management is expected to outline a China recovery plan at the fall Investor Day, which could help investors regain confidence in the growth story.
Retail & Mobility
Short
Jun 05
$114.66
-1.8%
Lululemon's North America sales declining due to lack of innovation, product issues, and outlook cut. Things could get worse before new CEO takes effect in 2027-2028.
Retail & Mobility
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Poonam Goyal has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: AMZN, LULU, NKE.
