John Blackledge
Head of Research, Cowen
Visual Insights
Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 29
$263.23
-7.2%
The hyperscalers (Amazon, Alphabet, Meta) have built in wiggle room in their capex guides, and cloud revenue growth is accelerating due to AI workloads. Investors expect strong AWS and Google Cloud growth (high 20s to 60% YoY), which should support elevated spending and justify current valuations. Management's confidence and positive data points make these stocks attractive.
Consumer
Long
Apr 29
$349.12
+5.4%
The hyperscalers (Amazon, Alphabet, Meta) have built in wiggle room in their capex guides, and cloud revenue growth is accelerating due to AI workloads. Investors expect strong AWS and Google Cloud growth (high 20s to 60% YoY), which should support elevated spending and justify current valuations. Management's confidence and positive data points make these stocks attractive.
AI/Semi
Long
Apr 29
$671.81
-14.1%
The hyperscalers (Amazon, Alphabet, Meta) have built in wiggle room in their capex guides, and cloud revenue growth is accelerating due to AI workloads. Investors expect strong AWS and Google Cloud growth (high 20s to 60% YoY), which should support elevated spending and justify current valuations. Management's confidence and positive data points make these stocks attractive.
AI/Semi
Showing 3 of 3 picks · sorted by mentions
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John Blackledge has 3 trade ideas tracked on Buzzberg across 3 tickers since April 2026. Most covered: META, AMZN, GOOGL.