Calls
3
Haig Bathgate
CEO, Kalanick Capital
Win Rate
0.0%
return
-6.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 11
$411.20
-4.2%
Microsoft has lower political risk under a potential Democratic-leaning government compared to some other tech names, it produces a lot of cash, and its forward PE has compressed to around 24 because earnings keep beating expectations. This makes it a relatively safe way to play the AI theme.
Hyperscalers
Long
Jun 30
$455.10
-12.5%
Asian AI companies like TSMC are trading at sub-10x price-to-earnings ratios, and bumper reporting seasons are expected. This makes them attractively cheap compared to the AI buildout opportunity.
Foundry Equipment
Long
May 11
$111.40
-2.8%
In inflation-linked bonds are the best insurance against a prolonged energy shock from the Strait of Hormuz closure. They hedge against sustained commodity price increases and the associated inflation risk.
Bonds & Rates
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Haig Bathgate has 3 trade ideas tracked on Buzzberg across 3 tickers since April 2026. Most covered: MSFT, TSM, TIP.
