Calls
2
Blair Jacobson
Co-President, Ares Management
Win Rate
-
return
-
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 09
$249.44
-
The software market is bifurcating; entrenched regulated software businesses with high cost of failure are improving, and Salesforce earnings show AI is a positive for that business.
AI Software
Long
Sep 09
$28.44
-
AI demand for all things digital remains massive, and Ares is investing in digital infrastructure, developing its own data centers and campuses because the trend is likely valid for many years and overinvestment is not a concern.
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Blair Jacobson has 2 trade ideas tracked on Buzzberg across 3 tickers since September 2026.
