Calls
5
#1040
Alpha Score 19.5
Andrew Ross Sorkin
Co-Anchor, Squawk Box
Win Rate
0.0%
return
-8.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 19
$82.90
-1.2%
The Treasury Department is doubling its liquidity support buyback operations for longer-dated nominal coupon securities across the 10- to 30-year sector. That is causing bond prices to rally and yields to fall, with the 30-year yield pulling back after recently approaching a nearly 20-year high.
Bonds & Rates
Long
Aug 17
$340.76
-1.7%
Alphabet/Google has been less loved than other big tech and may not have the most advanced AI, but Google's huge user surface area and habitual search use case are converting into AI prompting; Warren Buffett and Greg Abel also backed the new Alphabet stake because they expect it to be an AI winner with the money, capability, and smarts.
Hyperscalers
Long
Aug 06
$100.67
-10.5%
Intel's dramatic 400% surge is not just a temporary government handout story. The company has become competent at building chips again, and even more importantly, the Trump administration is actively pressuring other businesses to use Intel, creating a durable demand pipeline that supports the stock's turnaround.
Foundry Equipment
Long
Aug 06
$130.48
-16.8%
United Airlines has adopted SpaceX's Starlink for in-flight connectivity, which provides a vastly superior internet experience. Over the next couple of years, travelers will explicitly choose airlines that offer Starlink over those that do not, giving United a competitive advantage and potentially boosting its market position.
Airlines
Long
Jul 06
$490.90
-10.2%
LVMH shares got a boost from the high-profile wedding of Taylor Swift and Travis Kelce, who wore Christian Dior (an LVMH brand), giving Dior a celebrity endorsement edge over rival Chanel.
Retail & Mobility
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Andrew Ross Sorkin has 5 trade ideas tracked on Buzzberg across 5 tickers since February 2026. Ranked #1040 on the Buzzberg Alpha leaderboard. Most covered: GOOGL, LVMH, TLT.
