#361 Alpha Score 52.1

Angelo Zino

Senior Equity Analyst, CFRA Research
@AngeloZino · tracked since Feb 2026
361
BUZZBERG Alpha Score combines three things: realized average return, confidence in the sample size, idea volume, and speaker reputation. Speakers with only a few calls are pulled closer to the platform average; speakers with many evaluated ideas keep more of their own return. Reputation only boosts: 5.0 or lower is neutral, while scores above 5 add weight. Scores are normalized to 0-100; 100 is best. Read the FAQ
Alpha Score 52.1
Calls 5 6 Posts tracked · 0.1/day
Calls
7d 1
30d 2
90d 4
Best Calls
INTC long +42.3%
NVDA long +9.8%
SMH long +4.1%
Worst Calls
AMZN long -5.4%
GOOGL long -4.1%
Most Mentioned
NVDA ×2
GOOGL ×2
AMZN ×1
Recent Calls
SMH long 5 days ago
AMZN long 3 weeks ago
GOOGL long 1 month ago
Win Rate 60% Long 5 Short 0
Win Rate
7d 50%
30d 67%
90d 100%
Average Return +9.3% Long Return +9.3% Short Return -
Average Return
7d +4.3%
30d +14.0%
90d +9.9%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
GOOGL Alphabet... Alphabet Inc. (Class A)
Long
Apr 30
$374.49
-4.1%
Long Alphabet on strong cloud backlog.
Alphabet is best positioned among the hyperscalers because of its near-doubling of cloud backlog, strong demand visibility, and the resilience of search advertising to macro cuts. Its AI spending is showing clear payoff, making it a relative winner.
AI/Semi
YOUTUBE
NVDA NVIDIA C... NVIDIA Corporation
Long
Feb 25
$195.56
+9.8%
Hyperscalers (Microsoft, Google, etc.) have massively stepped up capex plans for 2026/2027. This spend flows directly to Nvidia. Despite fears of a bubble, the market is compressing multiples for future years (healthy behavior), and gross margins are sustaining in the mid-70s. LONG NVDA into/after earnings. Gross margin compression below 75% or supply chain hiccups.
Hyperscalers (Microsoft, Google, etc.) have massively stepped up capex plans for 2026/2027. This spend flows directly to Nvidia. Despite fears of a bubble, the market is compressing multiples for future years (healthy behavior), and gross margins are sustaining in the mid-70s. LONG NVDA into/after earnings. Gross margin compression below 75% or supply chain hiccups.
AI/Semi
YOUTUBE
SMH VanEck S... VanEck Semiconductor ETF
Long
May 29
$602.03
+4.1%
Bullish on semiconductors and AI hardware.
We have a positive fundamental outlook on semiconductors and hardware driven by the AI infrastructure buildout. Hyperscaler capex has reset higher and is sustainable into 2027-2028, supporting continued earnings growth and making AI infrastructure a durable theme.
AI/Semi
YOUTUBE
AMZN Amazon.com, Inc. Amazon.com, Inc.
Long
May 12
$264.16
-5.4%
Amazon key AI beneficiary
Amazon is a key winner in the AI spending cycle due to its deep partnership with Anthropic, which has seen explosive revenue growth and a massive $200 billion order. Amazon's backlog growth and proven AI monetization make it a standout among hyperscalers.
Consumer
YOUTUBE
INTC Intel Co... Intel Corporation
Long
Apr 23
$79.21
+42.3%
Intel margins inflecting, data center booming.
Intel's earnings beat a low bar, with gross margins inflecting significantly. The data center CPU demand from agentic AI is surging, supply is constrained, and foundry catalysts (external customers, 18A ramp) provide upside. Margins can reach north of 50%, driving stock re-rating.
AI/Semi
YOUTUBE
Showing 5 of 5 picks ยท sorted by mentions