Rishi Jaluria

Managing Director of Software Equity Research, RBC Capital Markets
@rishijaluria · tracked since Mar 2026
Calls
2
Win Rate
50.0%
return
+2.9%
Calls 2 3 Posts tracked · 0.0/day
Calls
7d 0
30d 1
90d 2
Best Calls
MSFT Long +6.5%
Worst Calls
MDB Long -0.6%
Most Mentioned
MSFT ×1
MDB ×1
Recent Calls
MSFT Long 2 weeks ago
MDB Long 1 month ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 100%
30d 0%
90d —
Average Return +2.9% Long Return +2.9% Short Return -
Average Return
7d +3.3%
30d -1.9%
90d —
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
MSFT Microsof... Microsoft Corporation
Long
Jun 30
$375.80
+6.5%
Buy Microsoft on AI and Office Copilot strength
Microsoft will emerge stronger despite AI disruption fears and capex impatience. AI and software are intertwined, not mutually exclusive. The cost of replacing the entire Office suite is prohibitively high (10x), and Office Copilot is finally delivering meaningful customer engagement with 5 million paid subscribers added last quarter, signaling a turnaround.
Hyperscalers
YOUTUBE
MDB MongoDB, Inc. MongoDB, Inc.
Long
May 22
$325.25
-0.6%
Long MongoDB on AI database tailwind.
MongoDB is well-positioned as a database for AI applications leveraging unstructured data, with adoption from AI-native companies like Anthropic, Cursor, and 11labs; a new CEO adds to the positive outlook, and the revenue tailwind has not yet materialized.
AI Software
YOUTUBE
Showing 2 of 2 calls · sorted by mentions

Rishi Jaluria has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: MSFT, MDB.