#84 Alpha Score 95.5

Joel Kulina

Senior Vice President, Wedbush Securities
· tracked since Jan 2026
84
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Alpha Score 95.5
Calls
9
Win Rate
77.8%
return
+46.4%
Calls 9 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 78% Long 9 Short 0
Win Rate
7d 56%
30d 11%
90d 67%
Average Return +46.4% Long Return +46.4% Short Return -
Average Return
7d +4.4%
30d -9.8%
90d +33.1%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 11
$123.50
+90.9%
The more demand I'm seeing from institutional clients is institutional software. Names that benefit from agentic AI, DigitalOcean, Cloudflare. There has been some demand on the security side of things. Names like Snowflake, Datadog. Institutional money is rotating out of vulnerable application software and into infrastructure, data, and security software. These companies can clearly demonstrate ROI to enterprise clients and are structurally positioned to benefit from the rise of agentic AI workloads. Clear enterprise ROI and institutional capital rotation make infrastructure and security software names a LONG. Nvidia launching its own competing agentic AI platform could commoditize or pressure these software providers.
The more demand I'm seeing from institutional clients is institutional software. Names that benefit from agentic AI, DigitalOcean, Cloudflare. There has been some demand on the security side of things. Names like Snowflake, Datadog. Institutional money is rotating out of vulnerable application software and into infrastructure, data, and security software. These companies can clearly demonstrate ROI to enterprise clients and are structurally positioned to benefit from the rise of agentic AI workloads. Clear enterprise ROI and institutional capital rotation make infrastructure and security software names a LONG. Nvidia launching its own competing agentic AI platform could commoditize or pressure these software providers.
AI Software
Long
Mar 11
$176.22
+92.0%
The more demand I'm seeing from institutional clients is institutional software. Names that benefit from agentic AI, DigitalOcean, Cloudflare. There has been some demand on the security side of things. Names like Snowflake, Datadog. Institutional money is rotating out of vulnerable application software and into infrastructure, data, and security software. These companies can clearly demonstrate ROI to enterprise clients and are structurally positioned to benefit from the rise of agentic AI workloads. Clear enterprise ROI and institutional capital rotation make infrastructure and security software names a LONG. Nvidia launching its own competing agentic AI platform could commoditize or pressure these software providers.
The more demand I'm seeing from institutional clients is institutional software. Names that benefit from agentic AI, DigitalOcean, Cloudflare. There has been some demand on the security side of things. Names like Snowflake, Datadog. Institutional money is rotating out of vulnerable application software and into infrastructure, data, and security software. These companies can clearly demonstrate ROI to enterprise clients and are structurally positioned to benefit from the rise of agentic AI workloads. Clear enterprise ROI and institutional capital rotation make infrastructure and security software names a LONG. Nvidia launching its own competing agentic AI platform could commoditize or pressure these software providers.
AI Software
Long
Mar 11
$208.10
+61.0%
The more demand I'm seeing from institutional clients is institutional software. Names that benefit from agentic AI, DigitalOcean, Cloudflare. There has been some demand on the security side of things. Names like Snowflake, Datadog. Institutional money is rotating out of vulnerable application software and into infrastructure, data, and security software. These companies can clearly demonstrate ROI to enterprise clients and are structurally positioned to benefit from the rise of agentic AI workloads. Clear enterprise ROI and institutional capital rotation make infrastructure and security software names a LONG. Nvidia launching its own competing agentic AI platform could commoditize or pressure these software providers.
The more demand I'm seeing from institutional clients is institutional software. Names that benefit from agentic AI, DigitalOcean, Cloudflare. There has been some demand on the security side of things. Names like Snowflake, Datadog. Institutional money is rotating out of vulnerable application software and into infrastructure, data, and security software. These companies can clearly demonstrate ROI to enterprise clients and are structurally positioned to benefit from the rise of agentic AI workloads. Clear enterprise ROI and institutional capital rotation make infrastructure and security software names a LONG. Nvidia launching its own competing agentic AI platform could commoditize or pressure these software providers.
Cybersecurity
Showing 3 of 9 calls · sorted by mentions

Joel Kulina has 9 trade ideas tracked on Buzzberg across 9 tickers since January 2026. Ranked #84 on the Buzzberg Alpha leaderboard. Most covered: NVDA, TSLA, SNOW.

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