Calls
2
Guillermo Rauch
Co-founder and CEO of Vercel
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 05
$330.27
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Google is going to make a big comeback in AI. It has leading image models with Nano Banana, a relatively smaller lead in video, and is refocusing on coding, all of which keeps it competitive in the model race despite questionable forced product adoption.
Hyperscalers
Long
Feb 05
$107.86
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As AI agents become more capable and are given more tools, they will need secure sandboxes, firewalls, virtualization, and scalable cloud infrastructure. These workloads will move to the cloud, benefiting cloud infrastructure and the large platforms that will run millions or trillions of digital workers.
Thematic ETFs
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Guillermo Rauch has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026.
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
