Calls
4
Daniel Sandberg
Global Head of Quantitative Research and Solutions, S&P Global
Win Rate
75.0%
return
+0.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 03
$339.30
+0.1%
The S&P 500 and Nasdaq 100 are in an unprecedented AI capex boom, with annualized capex around $1.7 trillion and 42% year-over-year growth. Visible Alpha consensus sees almost $1 trillion more from here, and the big hyperscaler spenders still have earnings to back up the spending with little disconnect so far.
Hyperscalers
Long
Sep 03
$611.21
+0.2%
The S&P 500 and Nasdaq 100 are in an unprecedented AI capex boom, with annualized capex around $1.7 trillion and 42% year-over-year growth. Visible Alpha consensus sees almost $1 trillion more from here, and the big hyperscaler spenders still have earnings to back up the spending with little disconnect so far.
Hyperscalers
Long
Sep 03
$509.53
-0.0%
The S&P 500 and Nasdaq 100 are in an unprecedented AI capex boom, with annualized capex around $1.7 trillion and 42% year-over-year growth. Visible Alpha consensus sees almost $1 trillion more from here, and the big hyperscaler spenders still have earnings to back up the spending with little disconnect so far.
Hyperscalers
Long
Sep 03
$153.75
+0.0%
The S&P 500 and Nasdaq 100 are in an unprecedented AI capex boom, with annualized capex around $1.7 trillion and 42% year-over-year growth. Visible Alpha consensus sees almost $1 trillion more from here, and the big hyperscaler spenders still have earnings to back up the spending with little disconnect so far.
Hyperscalers
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Daniel Sandberg has 4 trade ideas tracked on Buzzberg across 4 tickers since September 2026. Most covered: META, MSFT, GOOGL.
