Calls
2
Stefan Slowinski
Analyst, BNP Paribas
Win Rate
100.0%
return
+17.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 15
$396.41
+23.7%
Cybersecurity is a durable growth driver, and Microsoft, as the largest cybersecurity company in the world, is well positioned to benefit from increased security spending.
Hyperscalers
Long
Jul 15
$105.00
+11.4%
ServiceNow performed well in BNP Paribas' reseller survey, recently closed the Armis deal adding cyber capabilities, and faces easier comparisons in U.S. federal business due to prior DOGE and shutdown effects. Cybersecurity growth adds further momentum.
AI Software
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Stefan Slowinski has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: MSFT, NOW.
