#75 Alpha Score 90.2

Doug Clinton

Managing Partner, Loup Ventures
@dougclinton · tracked since Feb 2026
75
BUZZBERG Alpha Score combines three things: realized average return, confidence in the sample size, idea volume, and speaker reputation. Speakers with only a few calls are pulled closer to the platform average; speakers with many evaluated ideas keep more of their own return. Reputation only boosts: 5.0 or lower is neutral, while scores above 5 add weight. Scores are normalized to 0-100; 100 is best. Read the FAQ
Alpha Score 90.2
Calls 5 17 Posts tracked · 0.2/day
Calls
7d 0
30d 0
90d 3
Best Calls
MRVL long +205.5%
GOOG long +26.3%
AMZN long +20.1%
Worst Calls
No live losers yet
Most Mentioned
AMZN ×1
NOW ×1
NVDA ×1
Recent Calls
MRVL long 2 months ago
AMZN long 2 months ago
GOOG long 2 months ago
Win Rate 100% Long 5 Short 0
Win Rate
7d 80%
30d 60%
90d 50%
Average Return +55.3% Long Return +55.3% Short Return -
Average Return
7d +3.4%
30d +18.8%
90d +3.6%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
AMZN Amazon.com, Inc. Amazon.com, Inc.
Long
Mar 26
$208.10
+20.1%
Google and Amazon are owned by Intelligent Alpha and have shown leadership in AI with good paths to monetize their investments. Their AI capabilities and performance make them attractive compared to peers, contributing to better stock performance year-to-date. Long due to strong leadership positions and expected continued monetization success in AI. If their AI monetization fails or competitive pressures intensify significantly.
Google and Amazon are owned by Intelligent Alpha and have shown leadership in AI with good paths to monetize their investments. Their AI capabilities and performance make them attractive compared to peers, contributing to better stock performance year-to-date. Long due to strong leadership positions and expected continued monetization success in AI. If their AI monetization fails or competitive pressures intensify significantly.
Consumer
YOUTUBE
GOOG Alphabet... Alphabet Inc. (Class C)
Long
Mar 26
$281.03
+26.3%
Google and Amazon are owned by Intelligent Alpha and have shown leadership in AI with good paths to monetize their investments. Their AI capabilities and performance make them attractive compared to peers, contributing to better stock performance year-to-date. Long due to strong leadership positions and expected continued monetization success in AI. If their AI monetization fails or competitive pressures intensify significantly.
Google and Amazon are owned by Intelligent Alpha and have shown leadership in AI with good paths to monetize their investments. Their AI capabilities and performance make them attractive compared to peers, contributing to better stock performance year-to-date. Long due to strong leadership positions and expected continued monetization success in AI. If their AI monetization fails or competitive pressures intensify significantly.
AI/Semi
YOUTUBE
MRVL Marvell ... Marvell Technology, Inc.
Long
Mar 26
$98.74
+205.5%
Intelligent Alpha has taken a position in Marvell, moving into the custom silicon space as part of a shift in hardware focus. This investment reflects a view that custom silicon offers more exciting growth opportunities compared to other areas. Long due to new exposure and potential upside in the expanding custom silicon market. If Marvell fails to execute or market demand for custom silicon disappoints.
Intelligent Alpha has taken a position in Marvell, moving into the custom silicon space as part of a shift in hardware focus. This investment reflects a view that custom silicon offers more exciting growth opportunities compared to other areas. Long due to new exposure and potential upside in the expanding custom silicon market. If Marvell fails to execute or market demand for custom silicon disappoints.
AI/Semi
YOUTUBE
NOW ServiceNow, Inc. ServiceNow, Inc.
Long
Feb 25
$104.23
+13.1%
"We own companies like a ServiceNow. I do think some of those really big enterprise deployments are going to be harder for AI to displace." While AI threatens generic SaaS, "System of Record" companies like ServiceNow are too deeply integrated into enterprise workflows to be easily ripped out by AI agents. They are the defensive play in software. Long Quality/Defensive SaaS. General rotation out of software if AI capex crowds out software budgets.
"We own companies like a ServiceNow. I do think some of those really big enterprise deployments are going to be harder for AI to displace." While AI threatens generic SaaS, "System of Record" companies like ServiceNow are too deeply integrated into enterprise workflows to be easily ripped out by AI agents. They are the defensive play in software. Long Quality/Defensive SaaS. General rotation out of software if AI capex crowds out software budgets.
AI/Semi
YOUTUBE
NVDA NVIDIA C... NVIDIA Corporation
Long
Feb 24
$192.85
+11.4%
Hyperscalers (Google, Amazon) raised CapEx guidance by nearly 50%. Nvidia is currently generating the vast majority of free cash flow among the "Mag 7" (excluding Apple). The increased CapEx budgets from big tech flow directly into Nvidia's top line. The setup into earnings is strong because the demand signal (CapEx spend) has already been confirmed by the customers. LONG. High expectations bar; potential geopolitical restrictions on sales to China.
Hyperscalers (Google, Amazon) raised CapEx guidance by nearly 50%. Nvidia is currently generating the vast majority of free cash flow among the "Mag 7" (excluding Apple). The increased CapEx budgets from big tech flow directly into Nvidia's top line. The setup into earnings is strong because the demand signal (CapEx spend) has already been confirmed by the customers. LONG. High expectations bar; potential geopolitical restrictions on sales to China.
AI/Semi
YOUTUBE
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