Calls
6
#643
Alpha Score 64.8
Dan Dolev
Managing Director, Mizuho Securities
Win Rate
66.7%
return
+11.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 28
$74.85
+45.7%
Robinhood is the Charles Schwab for the young generation, with a long-term opportunity to cross-sell more financial services to its 27 million funded accounts; one weak quarter does not change the multi-year growth story.
Brokers
Long
Feb 27
$63.70
+20.2%
Block (SQ) announced a 50% workforce reduction, citing AI efficiency, causing the stock to surge ~20%. While Dolev believes this is partly "trimming post-pandemic bloat," the market is rewarding the narrative of "AI replacing labor." This creates momentum. Jack Dorsey is historically early to trends; this signals a structural margin improvement. LONG SQ as a beneficiary of aggressive cost-cutting and AI narrative adoption. Cutting too deep could damage product innovation; "human touch" is still needed in payments.
Block (SQ) announced a 50% workforce reduction, citing AI efficiency, causing the stock to surge ~20%. While Dolev believes this is partly "trimming post-pandemic bloat," the market is rewarding the narrative of "AI replacing labor." This creates momentum. Jack Dorsey is historically early to trends; this signals a structural margin improvement. LONG SQ as a beneficiary of aggressive cost-cutting and AI narrative adoption. Cutting too deep could damage product innovation; "human touch" is still needed in payments.
Payments & Fintech
Long
Jan 13
$56.49
-6.3%
If a credit-card rate cap were enacted, Dan Dolev says it would throw consumers into buy now, pay later providers like PayPal. Because one lost credit transaction can create four BNPL transactions that are settled through debit, he views the policy as a positive catalyst for BNPL and PayPal, and is surprised the market is not seeing that. He says the sharp BNPL selloff is a massive buying opportunity.
Payments & Fintech
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Dan Dolev has 6 trade ideas tracked on Buzzberg across 6 tickers since January 2026. Ranked #643 on the Buzzberg Alpha leaderboard. Most covered: HOOD, V, STRATEGY.
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
