Calls
5
#454
Alpha Score 56.9
Ram Parameswaran
Founder, Octahedron Capital
Win Rate
20.0%
return
+0.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 14
$313.99
-39.8%
Cerebras has a niche in the fastest inference AI compute, with OpenAI as a sticky customer and a multi-year backlog sold out into 2027. The public market valuations are based on 2028 revenue, so the stock is not as expensive as it appears. However, after a massive first-day pop, history suggests the stock will pull back toward its IPO price. Therefore, wait for a pullback before buying.
AI Compute
Long
May 14
$400.65
-16.9%
Google is the cheapest way to play the AI IPO pipeline because it has the lowest cost of tokens, the longest capacity structures, the best talent density (many top AI researchers come from Google DeepMind), and its models keep improving. The stock is a bit expensive at 25x earnings but on a pullback it can deliver 20-25% upside.
Hyperscalers
Long
May 14
$618.28
-4.0%
Meta is highly understated and is the firm's largest position. AI-driven personalization on the ad and consumer side is causing revenue to accelerate from 30%+ growth, showing strong ROIC on capex. Meta's capex is inefficient (no chip capacity) but the returns are still excellent. The management team is talented and Zuck should never be counted out.
Hyperscalers
Long
May 14
$235.82
-16.9%
Nvidia, despite being the best-covered company in semiconductors, is still undervalued at $230 per share because its earnings will be quite high next year. The AI cycle is elongated, and Nvidia's dominance continues.
AI Compute
Long
May 14
$150.75
+78.1%
Infrastructure software has bottomed, and security software demand is being pulled forward due to massive patching in Fortune 500 companies. If private leader Databricks is seeing revenue acceleration, it is reasonable to assume that Snowflake will see equal acceleration.
AI Software
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Ram Parameswaran has 5 trade ideas tracked on Buzzberg across 5 tickers since May 2026. Ranked #454 on the Buzzberg Alpha leaderboard. Most covered: META, NVDA, SNOW.
