Calls
2
Dominic Rizzo
Investment Professional, T. Rowe Price
Win Rate
50.0%
return
+1.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 03
$482.30
-1.9%
AMD is his biggest bet because of its strong position in CPU inferencing, a much larger addressable market after raising the CPU TAM to $220 billion, and a very competitive accelerator product. The stock is down 18% in July, offering an attractive entry.
AI Compute
Long
Aug 03
$542.67
+5.8%
AI infrastructure and semiconductor spending will continue to accelerate. Hyperscaler capex is generating high ROIC (Morgan Stanley cites 30%), cloud revenue growth is re-accelerating (AWS 37%, Google Cloud 82%), and open-source models are unequivocally good for chip companies. The recent momentum unwind is over.
Thematic ETFs
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Dominic Rizzo has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: SMH, AMD.
