Calls
11
#643
Alpha Score 39.0
Santiago R. Santos
Co-Host, Empire / Founder, Inversion Capital
Win Rate
54.5%
return
-3.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 10
$115.11
-19.8%
After extensive research, Santiago concluded that the ROI of implementing crypto in small traditional businesses is insufficient and that larger platforms like Stripe and Robinhood are much better positioned to capture value from crypto adoption, making their equities attractive investments for those wanting exposure to crypto business transformation.
Brokers
Long
May 14
$796.14
+0.5%
Memory stocks like SanDisk and Micron are rerating because AI agentic workflows require more memory, shifting the industry from cyclical to structural growth. They trade at low forward PEs, have five-year contracts, and the demand for inference memory is secular. I bought spot and auto-call notes.
AI Memory
Long
May 14
$1414.00
-24.1%
Memory stocks like SanDisk and Micron are rerating because AI agentic workflows require more memory, shifting the industry from cyclical to structural growth. They trade at low forward PEs, have five-year contracts, and the demand for inference memory is secular. I bought spot and auto-call notes.
AI Memory
Long
Jul 17
$160.49
+4.1%
Coinbase's appointment of Kobe to lead trading products is a underappreciated catalyst. Kobe's trader background can improve the product and re-engage active users, similar to Kraken's revitalization under new leadership. Wall Street has not priced in this leadership change.
Crypto Infrastructure
Long
Jul 10
$1768.59
+8.6%
In the current market, pure-play, single-token ecosystems like Ethereum, Solana, and Hyperliquid are the best-performing and most straightforward vehicles for betting on crypto growth. Projects with dual token/equity structures will be discounted, making these clean tokens the preferred expression for long-term ecosystem bets.
Crypto Assets
Long
Jul 10
$67.97
-18.3%
In the current market, pure-play, single-token ecosystems like Ethereum, Solana, and Hyperliquid are the best-performing and most straightforward vehicles for betting on crypto growth. Projects with dual token/equity structures will be discounted, making these clean tokens the preferred expression for long-term ecosystem bets.
Crypto Assets
Long
Jul 10
$78.82
-6.5%
In the current market, pure-play, single-token ecosystems like Ethereum, Solana, and Hyperliquid are the best-performing and most straightforward vehicles for betting on crypto growth. Projects with dual token/equity structures will be discounted, making these clean tokens the preferred expression for long-term ecosystem bets.
Crypto Assets
Long
Jun 19
$1098.57
+11.1%
Believes the only way to reverse public AI backlash is to show health benefits; GLP-1 drugs like Eli Lilly's are a massive, underappreciated market that will benefit from AI-driven health narratives. He is very long Eli Lilly.
GLP-1 / Obesity
Short
Jun 19
$112.53
+14.4%
MicroStrategy's aggressive financial engineering and convertible note structure make it prone to a blow-up; Monte Carlo simulations suggest eventual collapse. He is extremely bearish on the stock.
Crypto Treasuries
Long
May 29
$41.58
-13.2%
MicroStrategy's financial engineering (leveraged Bitcoin via convertible debt and equity) creates NAV compression risk and may require more Bitcoin sales if dividend coverage shrinks. Directly owning Bitcoin through the spot ETF IBIT is a cleaner, less risky way to gain exposure to Bitcoin.
Thematic ETFs
Long
May 01
$0.00
+9.3%
Pump Fun is the cheapest protocol in crypto, trading at half its market cap despite generating over $300 million in annual revenue from memecoin trading. The business has strong cash flow and durability, making the token undervalued relative to its fundamentals.
Crypto Assets
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Santiago R. Santos has 11 trade ideas tracked on Buzzberg across 11 tickers since February 2026. Ranked #643 on the Buzzberg Alpha leaderboard. Most covered: MU, SNDK, HOOD.
