Calls
5
#1149
Alpha Score 16.0
Jeffrey Sexton
CEO, Demeter Tactical Investments
Win Rate
0.0%
return
-9.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Jul 29
$230.86
-11.2%
Big tech companies that are heavy AI spenders face earnings risk as investors scrutinize capex instead of profit beats. SK Hynix's selloff is a warning; Microsoft, Meta, Alphabet, and Amazon will be punished if they overspend.
Hyperscalers
Short
Jul 29
$333.71
-1.4%
Big tech companies that are heavy AI spenders face earnings risk as investors scrutinize capex instead of profit beats. SK Hynix's selloff is a warning; Microsoft, Meta, Alphabet, and Amazon will be punished if they overspend.
Hyperscalers
Short
Jul 29
$593.41
-9.1%
Big tech companies that are heavy AI spenders face earnings risk as investors scrutinize capex instead of profit beats. SK Hynix's selloff is a warning; Microsoft, Meta, Alphabet, and Amazon will be punished if they overspend.
Hyperscalers
Short
Jul 29
$393.35
-25.8%
Big tech companies that are heavy AI spenders face earnings risk as investors scrutinize capex instead of profit beats. SK Hynix's selloff is a warning; Microsoft, Meta, Alphabet, and Amazon will be punished if they overspend.
Hyperscalers
Long
Jul 29
$217.69
-1.2%
The AI bubble has deflated, but the rest of the U.S. economy is healthy, with manufacturing, mining, and other sectors making money. The equal-weight index is performing well while big AI spenders are being punished for excessive capex.
Equity Indexes
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Jeffrey Sexton has 5 trade ideas tracked on Buzzberg across 5 tickers since June 2026. Ranked #1149 on the Buzzberg Alpha leaderboard. Most covered: META, SPY, AMZN.
