#93 Alpha Score 87.8

Grace Tam

Chief Investment Adviser, BNP Paribas Wealth Management
@gracetamwm · tracked since Feb 2026
93
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 87.8
Calls 5 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
005930.KS long +99.0%
SOXX long +72.5%
EWY long +57.4%
Worst Calls
GOLD long -11.9%
Most Mentioned
GOLD ×1
TSM ×1
EWY ×1
Recent Calls
GOLD long 3 months ago
005930.KS long 3 months ago
TSM long 3 months ago
Win Rate 80% Long 5 Short 0
Win Rate
7d 100%
30d 20%
90d 80%
Average Return +47.3% Long Return +47.3% Short Return -
Average Return
7d +2.9%
30d -1.8%
90d +29.5%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
005930.KS Samsung ... Samsung Electronics...
Long
Feb 13
$181200.00
+99.0%
Tam states they favor "AI enablers" specifically "semiconductors, arms, the infrastructure, and especially some of the power related themes." She highlights severe shortages in memory chips and logic wafers in Taiwan and South Korea. While the market sells off "AI losers" (software), the capital expenditure on data centers is not slowing down. This creates high earnings visibility for the hardware manufacturers supplying the shortage. LONG the upstream hardware providers. A sudden halt in global AI CapEx spending.
Tam states they favor "AI enablers" specifically "semiconductors, arms, the infrastructure, and especially some of the power related themes." She highlights severe shortages in memory chips and logic wafers in Taiwan and South Korea. While the market sells off "AI losers" (software), the capital expenditure on data centers is not slowing down. This creates high earnings visibility for the hardware manufacturers supplying the shortage. LONG the upstream hardware providers. A sudden halt in global AI CapEx spending.
AI/Semi
YOUTUBE
EWY iShares ... iShares MSCI South ...
Long
Feb 13
$133.97
+57.4%
Tam states they favor "AI enablers" specifically "semiconductors, arms, the infrastructure, and especially some of the power related themes." She highlights severe shortages in memory chips and logic wafers in Taiwan and South Korea. While the market sells off "AI losers" (software), the capital expenditure on data centers is not slowing down. This creates high earnings visibility for the hardware manufacturers supplying the shortage. LONG the upstream hardware providers. A sudden halt in global AI CapEx spending.
Tam states they favor "AI enablers" specifically "semiconductors, arms, the infrastructure, and especially some of the power related themes." She highlights severe shortages in memory chips and logic wafers in Taiwan and South Korea. While the market sells off "AI losers" (software), the capital expenditure on data centers is not slowing down. This creates high earnings visibility for the hardware manufacturers supplying the shortage. LONG the upstream hardware providers. A sudden halt in global AI CapEx spending.
Macro
YOUTUBE
GOLD Gold Gold
Long
Feb 13
$462.62
-11.9%
Gold has seen a sell-off recently, which Tam attributes to short-term sentiment and rate adjustments. The long-term drivers—de-dollarization and geopolitical risks—remain intact. She views the current dip as a consolidation phase before a retest of lower levels, which she identifies as a buying opportunity. LONG Gold on dips. Sustained high interest rates or a strengthening US Dollar.
Gold has seen a sell-off recently, which Tam attributes to short-term sentiment and rate adjustments. The long-term drivers—de-dollarization and geopolitical risks—remain intact. She views the current dip as a consolidation phase before a retest of lower levels, which she identifies as a buying opportunity. LONG Gold on dips. Sustained high interest rates or a strengthening US Dollar.
Other
YOUTUBE
SOXX iShares ... iShares Semiconductor ETF
Long
Feb 13
$354.66
+72.5%
Tam states they favor "AI enablers" specifically "semiconductors, arms, the infrastructure, and especially some of the power related themes." She highlights severe shortages in memory chips and logic wafers in Taiwan and South Korea. While the market sells off "AI losers" (software), the capital expenditure on data centers is not slowing down. This creates high earnings visibility for the hardware manufacturers supplying the shortage. LONG the upstream hardware providers. A sudden halt in global AI CapEx spending.
Tam states they favor "AI enablers" specifically "semiconductors, arms, the infrastructure, and especially some of the power related themes." She highlights severe shortages in memory chips and logic wafers in Taiwan and South Korea. While the market sells off "AI losers" (software), the capital expenditure on data centers is not slowing down. This creates high earnings visibility for the hardware manufacturers supplying the shortage. LONG the upstream hardware providers. A sudden halt in global AI CapEx spending.
AI/Semi
YOUTUBE
TSM Taiwan S... Taiwan Semiconducto...
Long
Feb 13
$366.36
+19.3%
Tam states they favor "AI enablers" specifically "semiconductors, arms, the infrastructure, and especially some of the power related themes." She highlights severe shortages in memory chips and logic wafers in Taiwan and South Korea. While the market sells off "AI losers" (software), the capital expenditure on data centers is not slowing down. This creates high earnings visibility for the hardware manufacturers supplying the shortage. LONG the upstream hardware providers. A sudden halt in global AI CapEx spending.
Tam states they favor "AI enablers" specifically "semiconductors, arms, the infrastructure, and especially some of the power related themes." She highlights severe shortages in memory chips and logic wafers in Taiwan and South Korea. While the market sells off "AI losers" (software), the capital expenditure on data centers is not slowing down. This creates high earnings visibility for the hardware manufacturers supplying the shortage. LONG the upstream hardware providers. A sudden halt in global AI CapEx spending.
AI/Semi
YOUTUBE
Showing 5 of 5 picks · sorted by mentions