#419
Alpha Score 47.8
Dilin Wu
Head of Research, The Block
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 04
$190.63
-0.4%
Elevated oil prices due to geopolitical tensions and the Strait of Hormuz closure will persist, benefiting major U.S. oil companies like Exxon and Chevron.
Energy
Long
May 04
$383.22
-7.8%
The AI infrastructure buildout is driving strong capex and earnings growth for leading tech companies like Nvidia and Alphabet, making them attractive investments.
AI/Semi
Long
May 04
$198.45
+1.0%
The AI infrastructure buildout is driving strong capex and earnings growth for leading tech companies like Nvidia and Alphabet, making them attractive investments.
AI/Semi
Long
May 04
$152.75
-1.4%
Elevated oil prices due to geopolitical tensions and the Strait of Hormuz closure will persist, benefiting major U.S. oil companies like Exxon and Chevron.
Energy
Long
Apr 17
$37.31
-6.9%
Optimistic on China's market as de-escalation of geopolitical tensions eases macro pressures and puts markets on a more constructive footing; China's export-reliant economy would benefit from resilient global demand.
Macro
Long
Apr 17
$153.57
+15.0%
After a recent valuation reset in the tech sector, some AI worries may already be priced in; with resilient growth, solid earnings, and supportive policy, tech could again lead the market higher if companies show clearer returns and manage higher energy costs.
AI/Semi
Showing 6 of 6 picks · sorted by mentions
Choose a mentions count to open ticker posts.
Dilin Wu has 6 trade ideas tracked on Buzzberg across 6 tickers since April 2026. Ranked #419 on the Buzzberg Alpha leaderboard. Most covered: NVDA, GOOGL, XOM.