Calls
7
#474
Alpha Score 49.8
Andrew Graham
Founder and Portfolio Manager, Jackson Square Capital
Win Rate
57.1%
return
+0.6%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jul 09
$402.38
-0.5%
Custom ASICs from Broadcom and Marvell reduce total cost of ownership by 20-30% versus GPUs and should gain market exposure, potentially outweighing GPU workloads by mid-next year as the inference phase expands.
AI ASIC
Long
Jul 09
$187.79
-0.5%
US corporates are unlikely to skimp on cybersecurity spending, especially as China AI models close the gap and vulnerability concerns rise; Palo Alto and CrowdStrike should benefit first, and a small position was recently added in Tenable for vulnerability discovery.
Cybersecurity
Long
Jul 09
$245.00
-3.4%
Custom ASICs from Broadcom and Marvell reduce total cost of ownership by 20-30% versus GPUs and should gain market exposure, potentially outweighing GPU workloads by mid-next year as the inference phase expands.
AI ASIC
Long
Jul 09
$205.52
+2.5%
NVIDIA controls the roadmap for the inevitable shift to co-packaged optics as copper interconnects run out of headroom in two to three chip generations, putting the company at the center of the next AI hardware phase.
AI Compute
Long
Jul 09
$314.10
+3.8%
US corporates are unlikely to skimp on cybersecurity spending, especially as China AI models close the gap and vulnerability concerns rise; Palo Alto and CrowdStrike should benefit first, and a small position was recently added in Tenable for vulnerability discovery.
Cybersecurity
Long
Jul 09
$138.85
+0.7%
Hyperscalers are poised to show improved return on invested capital as token costs fall while prices stay stable, and despite market fear they will not cut 2027 capex; the shift could start next quarter.
Thematic ETFs
Long
Jul 09
$39.10
+1.7%
US corporates are unlikely to skimp on cybersecurity spending, especially as China AI models close the gap and vulnerability concerns rise; Palo Alto and CrowdStrike should benefit first, and a small position was recently added in Tenable for vulnerability discovery.
Cybersecurity
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Andrew Graham has 7 trade ideas tracked on Buzzberg across 7 tickers since July 2026. Ranked #474 on the Buzzberg Alpha leaderboard. Most covered: PANW, CRWD, NVDA.
