Calls
12
#1603
Alpha Score 12.3
Alex Rampell
General Partner, a16z Apps Fund
Win Rate
50.0%
return
-5.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 16
$48.00
+2.1%
The 'software is dead' and 'SaaS apocalypse' narrative is overblown. Customers who try to build their own systems of record or company brains often find that modeling customers and fragmented enterprise data is very hard, and many return to vendors. CRM and other systems of record can be stickier than a bank, so enterprise software remains durable.
AI Software
Long
Sep 03
$612.85
+11.0%
Most consumer companies have very high customer acquisition costs and much of the economic value accrues to Google and Facebook because that is where customers come from. He would rather buy Google or Facebook stock than most consumer companies.
Hyperscalers
Long
Sep 03
$339.14
+1.3%
Most consumer companies have very high customer acquisition costs and much of the economic value accrues to Google and Facebook because that is where customers come from. He would rather buy Google or Facebook stock than most consumer companies.
Hyperscalers
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Alex Rampell has 12 trade ideas tracked on Buzzberg across 12 tickers since January 2026. Ranked #1603 on the Buzzberg Alpha leaderboard. Most covered: INTU, TOST, WDAY.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
