Calls
1
Brad Erickson
RBC Capital Markets
Win Rate
-
return
-
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 04
$332.84
-
Alphabet is differentiated by Gemini model technology, ten businesses north of one billion users, continued search strength, Google Cloud winning large deals, and optionality in chips and margins. Search checks through the quarter showed continued strength.
Hyperscalers
Showing 1 of 1 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Brad Erickson has 1 trade ideas tracked on Buzzberg across 2 tickers since February 2026.
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
