#995 Alpha Score 45.6

Ben Horowitz

Co-Founder, Andreessen Horowitz (a16z)
@bhorowitz · tracked since Jan 2026
995
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Alpha Score 45.6
Calls
17
Win Rate
41.2%
return
+1.9%
Calls 17 19 Posts tracked · 0.1/day
Calls
7d 0
30d 0
90d 3
Win Rate 41% Long 17 Short 0
Win Rate
7d 35%
30d 63%
90d 75%
Average Return +1.9% Long Return +1.9% Short Return -
Average Return
7d -1.0%
30d +4.1%
90d +7.6%
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Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 22
$28.67
-2.5%
Data centers are manufacturing buildout
The US forgot how to manufacture, and data centers are the beginning of relearning it because they are fundamentally a manufacturing problem involving cooling, power, and self-built power. Although some politicians resist data centers, the federal system lets welcoming states and data center builders benefit. This supports data center infrastructure as a long.
Thematic ETFs
Long
Jul 03
$75.50
-1.6%
Mexico nearshoring supply-chain opportunity.
Mexico is the U.S. neighbor, and it is a strategic mistake that startups do not prioritize it more. A well-connected Western Hemisphere supply-chain ecosystem would be powerful from a national security standpoint, and Mexico's top-heavy, relationship-based economy makes it a compelling nearshoring and expansion opportunity.
Equity Indexes
Long
Jul 03
$37.38
+0.2%
Saudi Arabia is booming and modernizing.
Saudi Arabia is booming and modernizing, with significant opportunities for technology adoption and development. It is not a first-choice market for startups, but a16z can connect companies to government, business, and investors, making it an attractive country-level opportunity.
Equity Indexes
Showing 3 of 17 calls · sorted by mentions

Ben Horowitz has 17 trade ideas tracked on Buzzberg across 17 tickers since January 2026. Win rate 41% across 17 evaluated calls, average return +1.9%. Ranked #995 on the Buzzberg Alpha leaderboard. Most covered: AI-SECTOR, NVDA, ITA.

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