Calls
4
Que Nguyen
Partner & CIO, Equity Strategies, Research Affiliates
Win Rate
75.0%
return
+4.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 29
$426.30
+15.1%
Big tech names like Meta, Alphabet, and Microsoft have lagged over the past 6-12 months, but their earnings are solid and fundamentals attractive. After a period of overvaluation, these high-quality names can now be picked up at more reasonable valuations, presenting a buying opportunity. His active strategies own or are buying these names.
Hyperscalers
Long
Apr 29
$63.40
+3.9%
Emerging markets and non-US equities offer more reasonable valuations than the S&P 500, which is dominated by expensive mega-cap tech. Dollar strength is partly a safe-haven flow that should fade as global stability improves, and fundamentals in EM remain strong, making them attractive for long-term diversified portfolios.
Equity Indexes
Long
Apr 29
$345.92
+8.9%
Big tech names like Meta, Alphabet, and Microsoft have lagged over the past 6-12 months, but their earnings are solid and fundamentals attractive. After a period of overvaluation, these high-quality names can now be picked up at more reasonable valuations, presenting a buying opportunity. His active strategies own or are buying these names.
Hyperscalers
Long
Apr 29
$669.75
-11.9%
Big tech names like Meta, Alphabet, and Microsoft have lagged over the past 6-12 months, but their earnings are solid and fundamentals attractive. After a period of overvaluation, these high-quality names can now be picked up at more reasonable valuations, presenting a buying opportunity. His active strategies own or are buying these names.
Hyperscalers
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Que Nguyen has 4 trade ideas tracked on Buzzberg across 4 tickers since April 2026. Most covered: MSFT, META, GOOGL.
