Calls
4
Eric Seufert
Analyst & Founder, Mobile Dev Memo
Win Rate
50.0%
return
+0.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 09
$628.45
+2.1%
Meta's AI investments are already bearing fruit, with advertising revenue growing 33% on a $55 billion base. Its new image model is trained on proprietary Meta data, including ROAS and pixel signals, so Meta can create ads no other lab can fine-tune for the same use case. This AI-generated creative attacks the core advertiser bottleneck of producing great creative, removes the spending constraint, and gives Meta a tangible output to prove AI ROI to skeptical investors.
Hyperscalers
Long
Sep 08
$316.34
+3.1%
Apple's App Store has huge attention but is undermonetized, and new leadership under Eddie Q and Turnis is focused on raising margin and recurring revenue. Advertising is the most likely expansion path, including search, maps, and eventually third-party properties via updated Apple Ads service terms, supporting services revenue growth.
AI Hardware
Long
Sep 08
$256.97
-2.0%
Antioch announced a partnership with Amazon's Ring team to apply hybrid simulation to smart security devices. This shows Amazon using physical AI simulation for hardware/software/ML products where real-world testing is difficult, potentially improving its device development flywheel.
Hyperscalers
Long
Sep 08
$338.20
-1.9%
YouTube's dominant U.S. platform by view time is now the TV screen, making it a CTV behemoth that competes directly with Netflix. In response to creator poaching, YouTube is using exclusivity deals and recommendation pressure to protect its best creators and engagement.
Hyperscalers
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Eric Seufert has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: META, AMZN, AAPL.
