#182 Alpha Score 75.7

Jared Sleeper

Partner at Avenir, startup investor
@jaredsleeper · tracked since Mar 2026
182
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 75.7
Calls 7 760 Posts tracked · 9.2/day
Calls
7d 0
30d 3
90d 7
Best Calls
SNOW long +49.2%
WCLD long +26.4%
BRZE long +18.9%
Worst Calls
No live losers yet
Most Mentioned
AAPL ×1
SNOW ×1
WDAY ×1
Recent Calls
SNOW long 1 week ago
TOON long 1 week ago
AAPL long 3 weeks ago
Win Rate 100% Long 7 Short 0
Win Rate
7d 75%
30d 75%
90d —
Average Return +20.1% Long Return +20.1% Short Return -
Average Return
7d +2.4%
30d +4.3%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
SNOW Snowflake Inc. Snowflake Inc.
Long
May 27
$174.97
+49.2%
Buy SNOW as the speaker identifies a meaningful quarterly inflection driven by Cortex/AI product achieving product-market fit, validating the bull case that agents querying Snowflake's entrenched enterprise data warehouse represent a consumption tailwind.
Buy SNOW as the speaker identifies a meaningful quarterly inflection driven by Cortex/AI product achieving product-market fit, validating the bull case that agents querying Snowflake's entrenched enterprise data warehouse represent a consumption tailwind.
AI/Semi
TWITTER
TOON Kartoon ... Kartoon Studios, Inc.
Long
May 21
$0.60
+17.8%
The author explicitly states a long position in TOON, arguing that JSON is a suboptimal format for LLMs, making the idea seem obvious upon reflection.
The author explicitly states a long position in TOON, arguing that JSON is a suboptimal format for LLMs, making the idea seem obvious upon reflection.
Consumer
TWITTER
AAPL Apple Inc. Apple Inc.
Long
May 11
$292.60
+7.6%
Bullish on Apple as local inference adoption grows; Apple’s MacBook hardware is a primary platform for on-device models, benefiting from latency and cost advantages over cloud inference.
Bullish on Apple as local inference adoption grows; Apple’s MacBook hardware is a primary platform for on-device models, benefiting from latency and cost advantages over cloud inference.
Consumer
TWITTER
BSY Bentley ... Bentley Systems, In...
Long
Apr 30
$32.23
+5.5%
Buy BSY as earnings call highlights strong adjusted free cash flow margin (30%) and 16% CAGR in AOI less SBC, signaling underlying profitability not diluted by stock compensation.
Buy BSY as earnings call highlights strong adjusted free cash flow margin (30%) and 16% CAGR in AOI less SBC, signaling underlying profitability not diluted by stock compensation.
Other
TWITTER
WDAY Workday Inc. Workday Inc.
Long
Apr 16
$127.50
+15.0%
Buy WDAY as the current 3x sales valuation is an unjustified discount driven by AI fears and management concerns, with fair value closer to 6-8x sales for a business of this quality.
Buy WDAY as the current 3x sales valuation is an unjustified discount driven by AI fears and management concerns, with fair value closer to 6-8x sales for a business of this quality.
AI/Semi
TWITTER
WCLD WisdomTr... WisdomTree Cloud Co...
Long
Mar 26
$27.51
+26.4%
WCLD shows relative strength against a declining Nasdaq.
WCLD shows relative strength against a declining Nasdaq.
AI/Semi
TWITTER
BRZE Braze, I... Braze, Inc. Class A...
Long
Mar 25
$21.60
+18.9%
Braze shows strong organic growth and AI momentum while trading at an attractive valuation.
Braze shows strong organic growth and AI momentum while trading at an attractive valuation.
AI/Semi
TWITTER
Showing 7 of 7 picks · sorted by mentions