Calls
6
#168
Alpha Score 92.1
Dominic Rizzo
Investment Professional, T. Rowe Price
Win Rate
83.3%
return
+58.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 09
$224.57
-0.9%
Nvidia trades at 14-15x earnings while growing about 70% next year, dominates the open-source AI ecosystem, and its recent earnings support a clear path to accelerating capex from major hyperscalers and neo-clouds; demand is supply-constrained, making it a clear choice over Apple at 35x earnings.
AI Compute
Long
Aug 03
$482.30
+15.6%
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
Jan 08
$139900.00
+86.6%
Rizzo indicates they own Samsung as a core memory player, with the position depending on the situation, while he tries to navigate different markets responsibly. It is part of the firm's broader memory exposure alongside Hynix, though he emphasizes semi capital equipment as the best way to play the memory and logic cycles.
AI Memory
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Dominic Rizzo has 6 trade ideas tracked on Buzzberg across 6 tickers since January 2026. Ranked #168 on the Buzzberg Alpha leaderboard. Most covered: SMH, NVDA, ASML.
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
