Calls
2
Alex Imas
Director of AGI Economics at Google DeepMind and Professor of Economics at the University of Chicago
Win Rate
50.0%
return
-5.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 04
$32.03
-11.7%
Returns to data centers are currently very high. Whether that persists depends on whether capital owners satiate; if capital satiates, returns to accumulation fall and consumption rises, but for now data center returns are high.
Thematic ETFs
Long
Jun 04
$99.84
+1.7%
Software is described as a particular kind of good with highly elastic demand: as it gets cheaper, people want disproportionately more of it, unlike oil, insulin, or agriculture where satiation limits total spending. That means software spending can keep expanding rather than automatically collapsing.
Thematic ETFs
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Alex Imas has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: IGV, DTCR, AI COMPUTE.
