Calls
3
Amit Daryanani
Senior Managing Director, Evercore ISI
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 01
$451.00
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Enterprises are actively looking at high frontier token costs and deciding they cannot keep spending that much, so they are repatriating workloads to on-prem compute, networking, and storage infrastructure because it is cheaper. This trend is already visible at Dell, Cisco, Pure Storage, and similar hardware vendors, supporting on-prem hardware demand.
AI Hardware
Long
Sep 01
$109.60
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Enterprises are actively looking at high frontier token costs and deciding they cannot keep spending that much, so they are repatriating workloads to on-prem compute, networking, and storage infrastructure because it is cheaper. This trend is already visible at Dell, Cisco, Pure Storage, and similar hardware vendors, supporting on-prem hardware demand.
AI Photonics
Long
Sep 01
$324.71
-
Apple is acting as an anti-semiconductor, anti-AI stock and a de facto cash position. When semis and AI trades sell off, Apple tends to do well because investors treat it as cash-like defensive exposure; eventually product innovation and AI ecosystem execution under the incoming CEO will matter.
AI Hardware
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Amit Daryanani has 3 trade ideas tracked on Buzzberg across 4 tickers since September 2026.
