Calls
4
John Blackledge
Head of Research, Cowen
Win Rate
75.0%
return
+2.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 17
$67.66
+9.0%
The pre-market drop of over 11% in Netflix shares following Q2 results feels overdone, given sentiment was already weak and the stock was down 40% over the past 12 months before the open.
Streaming
Long
Apr 29
$263.23
+5.5%
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.
Hyperscalers
Long
Apr 29
$349.12
+8.8%
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.
Hyperscalers
Long
Apr 29
$671.81
-12.2%
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.
Hyperscalers
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John Blackledge has 4 trade ideas tracked on Buzzberg across 4 tickers since April 2026. Most covered: NFLX, AMZN, META.
