Calls
7
#88
Alpha Score 91.4
Jared Sleeper
Partner at Avenir, startup investor
Win Rate
100.0%
return
+19.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 27
$174.97
+55.1%
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 Software
Long
May 21
$0.60
+3.3%
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.
Gaming & Entertainment
Long
May 11
$292.60
+14.1%
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.
AI Hardware
Long
Apr 30
$32.23
+0.6%
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.
AI Software
Long
Apr 16
$127.50
+11.1%
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 Software
Long
Mar 26
$27.51
+26.5%
WCLD shows relative strength against a declining Nasdaq.
Thematic ETFs
Long
Mar 25
$21.60
+23.6%
Braze shows strong organic growth and AI momentum while trading at an attractive valuation.
AI Software
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Jared Sleeper has 7 trade ideas tracked on Buzzberg across 7 tickers since March 2026. Ranked #88 on the Buzzberg Alpha leaderboard. Most covered: AAPL, SNOW, WDAY.
