Bradley Tusk

Founder and CEO, Tusk Ventures
· tracked since Apr 2026
Calls
1
Win Rate
100.0%
return
+3.2%
Calls 1 2 Posts tracked · 0.0/day
Calls
7d 0
30d 1
90d 1
Best Calls
SMH Long +3.2%
Worst Calls
No live losers yet
Most Mentioned
SMH ×1
Recent Calls
SMH Long 1 week ago
Win Rate 100% Long 1 Short 0
Win Rate
7d —
30d —
90d —
Average Return +3.2% Long Return +3.2% Short Return -
Average Return
7d —
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90d —
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Thesis
Theme
Source
SMH VanEck S... VanEck Semiconductor ETF
Long
Jul 16
$569.01
+3.2%
Data center backlash is solvable, sector positive.
Data center backlash over energy use and water is solvable; industry players already pursue behind-the-meter power (nuclear, turbines), more efficient compute, and closed-loop water systems. Regulatory pushback is bipartisan and won't halt development, so the sector remains viable.
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Bradley Tusk has 1 trade ideas tracked on Buzzberg across 1 tickers since April 2026. Most covered: SMH.