#308 Alpha Score 59.2

Ben Powell

Chief Investment Strategist for APAC, BlackRock
@benpowell321 · tracked since Feb 2026
308
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 59.2
Calls 5 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 2
Best Calls
CENX long +26.4%
AA long +24.6%
EEM long +11.7%
Worst Calls
COPPER long -5.8%
Most Mentioned
SPY ×1
COPPER ×1
CENX ×1
Recent Calls
EEM long 1 month ago
SPY long 1 month ago
AA long 3 months ago
Win Rate 80% Long 5 Short 0
Win Rate
7d 60%
30d 40%
90d 67%
Average Return +13.0% Long Return +13.0% Short Return -
Average Return
7d -1.6%
30d -6.2%
90d +11.0%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
EEM iShares ... iShares MSCI Emergi...
Long
Apr 15
$62.20
+11.7%
AI and earnings drive stocks; upgrade to overweight.
BlackRock has upgraded its view on U.S. and emerging market stocks to overweight due to the overwhelming positive AI story and strong earnings, which are driving markets and overshadowing geopolitical risks.
Macro
YOUTUBE
SPY SPDR S&P... SPDR S&P 500 ETF Trust
Long
Apr 15
$699.94
+7.9%
AI and earnings drive stocks; upgrade to overweight.
BlackRock has upgraded its view on U.S. and emerging market stocks to overweight due to the overwhelming positive AI story and strong earnings, which are driving markets and overshadowing geopolitical risks.
Macro
YOUTUBE
AA Alcoa Co... Alcoa Corporation
Long
Feb 25
$64.90
+24.6%
Ben Powell states the AI boom is leading to "shortages of copper." Pål Kildemo (EGA CFO) notes that because "the price of copper is very high... we are seeing a lot of customers that used to use copper now moving onto aluminum." This is a classic substitution trade. AI and data centers require massive electrification (Copper). As Copper becomes prohibitively expensive due to shortages, industrial demand shifts to the next best conductor (Aluminum) for non-critical wiring, creating a structural tailwind for Aluminum prices independent of general economic growth. LONG. Own the scarcity (Copper) and the substitute (Aluminum). A global recession crushing industrial demand or rapid expansion of mining supply (unlikely in the short term).
Ben Powell states the AI boom is leading to "shortages of copper." Pål Kildemo (EGA CFO) notes that because "the price of copper is very high... we are seeing a lot of customers that used to use copper now moving onto aluminum." This is a classic substitution trade. AI and data centers require massive electrification (Copper). As Copper becomes prohibitively expensive due to shortages, industrial demand shifts to the next best conductor (Aluminum) for non-critical wiring, creating a structural tailwind for Aluminum prices independent of general economic growth. LONG. Own the scarcity (Copper) and the substitute (Aluminum). A global recession crushing industrial demand or rapid expansion of mining supply (unlikely in the short term).
Other
YOUTUBE
CENX Century ... Century Aluminum Company
Long
Feb 25
$53.02
+26.4%
Ben Powell states the AI boom is leading to "shortages of copper." Pål Kildemo (EGA CFO) notes that because "the price of copper is very high... we are seeing a lot of customers that used to use copper now moving onto aluminum." This is a classic substitution trade. AI and data centers require massive electrification (Copper). As Copper becomes prohibitively expensive due to shortages, industrial demand shifts to the next best conductor (Aluminum) for non-critical wiring, creating a structural tailwind for Aluminum prices independent of general economic growth. LONG. Own the scarcity (Copper) and the substitute (Aluminum). A global recession crushing industrial demand or rapid expansion of mining supply (unlikely in the short term).
Ben Powell states the AI boom is leading to "shortages of copper." Pål Kildemo (EGA CFO) notes that because "the price of copper is very high... we are seeing a lot of customers that used to use copper now moving onto aluminum." This is a classic substitution trade. AI and data centers require massive electrification (Copper). As Copper becomes prohibitively expensive due to shortages, industrial demand shifts to the next best conductor (Aluminum) for non-critical wiring, creating a structural tailwind for Aluminum prices independent of general economic growth. LONG. Own the scarcity (Copper) and the substitute (Aluminum). A global recession crushing industrial demand or rapid expansion of mining supply (unlikely in the short term).
Other
YOUTUBE
COPPER Copper Copper
Long
Feb 25
$95.06
-5.8%
Ben Powell states the AI boom is leading to "shortages of copper." Pål Kildemo (EGA CFO) notes that because "the price of copper is very high... we are seeing a lot of customers that used to use copper now moving onto aluminum." This is a classic substitution trade. AI and data centers require massive electrification (Copper). As Copper becomes prohibitively expensive due to shortages, industrial demand shifts to the next best conductor (Aluminum) for non-critical wiring, creating a structural tailwind for Aluminum prices independent of general economic growth. LONG. Own the scarcity (Copper) and the substitute (Aluminum). A global recession crushing industrial demand or rapid expansion of mining supply (unlikely in the short term).
Ben Powell states the AI boom is leading to "shortages of copper." Pål Kildemo (EGA CFO) notes that because "the price of copper is very high... we are seeing a lot of customers that used to use copper now moving onto aluminum." This is a classic substitution trade. AI and data centers require massive electrification (Copper). As Copper becomes prohibitively expensive due to shortages, industrial demand shifts to the next best conductor (Aluminum) for non-critical wiring, creating a structural tailwind for Aluminum prices independent of general economic growth. LONG. Own the scarcity (Copper) and the substitute (Aluminum). A global recession crushing industrial demand or rapid expansion of mining supply (unlikely in the short term).
Other
YOUTUBE
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