#598 Alpha Score 20.6

John Kernan

Senior Analyst, TD Cowen
· tracked since Feb 2026
598
BUZZBERG Alpha Score combines three things: realized average return, confidence in the sample size, idea volume, and speaker reputation. Speakers with only a few calls are pulled closer to the platform average; speakers with many evaluated ideas keep more of their own return. Reputation only boosts: 5.0 or lower is neutral, while scores above 5 add weight. Scores are normalized to 0-100; 100 is best. Read the FAQ
Alpha Score 20.6
Calls 5 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
AAPL long +17.3%
NVDA long +13.1%
Worst Calls
NKE long -33.1%
TPR long -11.1%
GM long -0.5%
Most Mentioned
AAPL ×1
NVDA ×1
GM ×1
Recent Calls
TPR long 3 months ago
NKE long 3 months ago
AAPL long 3 months ago
Win Rate 40% Long 5 Short 0
Win Rate
7d 20%
30d 0%
90d 40%
Average Return -2.9% Long Return -2.9% Short Return -
Average Return
7d -3.1%
30d -9.3%
90d -3.3%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
AAPL Apple Inc. Apple Inc.
Long
Feb 21
$264.58
+17.3%
The Supreme Court blocked the IEEPA tariffs, cutting the effective rate significantly. While Trump threatens new tariffs, the immediate cost burden on importers has dropped. Retailers and importers have already priced in the "worst-case" tariff scenario. A reduction in the effective rate creates immediate margin relief. Additionally, the potential (though uncertain) refund of historical tariffs represents a massive cash windfall option for these balance sheets. LONG Importers/Retailers as margins expand due to lower realized tariff costs. Trump successfully implements new, higher tariffs via Section 122 or 301 before margin benefits materialize.
The Supreme Court blocked the IEEPA tariffs, cutting the effective rate significantly. While Trump threatens new tariffs, the immediate cost burden on importers has dropped. Retailers and importers have already priced in the "worst-case" tariff scenario. A reduction in the effective rate creates immediate margin relief. Additionally, the potential (though uncertain) refund of historical tariffs represents a massive cash windfall option for these balance sheets. LONG Importers/Retailers as margins expand due to lower realized tariff costs. Trump successfully implements new, higher tariffs via Section 122 or 301 before margin benefits materialize.
Consumer
YOUTUBE
GM General ... General Motors Company
Long
Feb 21
$81.51
-0.5%
The Supreme Court blocked the IEEPA tariffs, cutting the effective rate significantly. While Trump threatens new tariffs, the immediate cost burden on importers has dropped. Retailers and importers have already priced in the "worst-case" tariff scenario. A reduction in the effective rate creates immediate margin relief. Additionally, the potential (though uncertain) refund of historical tariffs represents a massive cash windfall option for these balance sheets. LONG Importers/Retailers as margins expand due to lower realized tariff costs. Trump successfully implements new, higher tariffs via Section 122 or 301 before margin benefits materialize.
The Supreme Court blocked the IEEPA tariffs, cutting the effective rate significantly. While Trump threatens new tariffs, the immediate cost burden on importers has dropped. Retailers and importers have already priced in the "worst-case" tariff scenario. A reduction in the effective rate creates immediate margin relief. Additionally, the potential (though uncertain) refund of historical tariffs represents a massive cash windfall option for these balance sheets. LONG Importers/Retailers as margins expand due to lower realized tariff costs. Trump successfully implements new, higher tariffs via Section 122 or 301 before margin benefits materialize.
Consumer
YOUTUBE
NKE NIKE, Inc. NIKE, Inc.
Long
Feb 21
$65.40
-33.1%
The Supreme Court blocked the IEEPA tariffs, cutting the effective rate significantly. While Trump threatens new tariffs, the immediate cost burden on importers has dropped. Retailers and importers have already priced in the "worst-case" tariff scenario. A reduction in the effective rate creates immediate margin relief. Additionally, the potential (though uncertain) refund of historical tariffs represents a massive cash windfall option for these balance sheets. LONG Importers/Retailers as margins expand due to lower realized tariff costs. Trump successfully implements new, higher tariffs via Section 122 or 301 before margin benefits materialize.
The Supreme Court blocked the IEEPA tariffs, cutting the effective rate significantly. While Trump threatens new tariffs, the immediate cost burden on importers has dropped. Retailers and importers have already priced in the "worst-case" tariff scenario. A reduction in the effective rate creates immediate margin relief. Additionally, the potential (though uncertain) refund of historical tariffs represents a massive cash windfall option for these balance sheets. LONG Importers/Retailers as margins expand due to lower realized tariff costs. Trump successfully implements new, higher tariffs via Section 122 or 301 before margin benefits materialize.
Consumer
YOUTUBE
NVDA NVIDIA C... NVIDIA Corporation
Long
Feb 21
$189.82
+13.1%
The Supreme Court blocked the IEEPA tariffs, cutting the effective rate significantly. While Trump threatens new tariffs, the immediate cost burden on importers has dropped. Retailers and importers have already priced in the "worst-case" tariff scenario. A reduction in the effective rate creates immediate margin relief. Additionally, the potential (though uncertain) refund of historical tariffs represents a massive cash windfall option for these balance sheets. LONG Importers/Retailers as margins expand due to lower realized tariff costs. Trump successfully implements new, higher tariffs via Section 122 or 301 before margin benefits materialize.
The Supreme Court blocked the IEEPA tariffs, cutting the effective rate significantly. While Trump threatens new tariffs, the immediate cost burden on importers has dropped. Retailers and importers have already priced in the "worst-case" tariff scenario. A reduction in the effective rate creates immediate margin relief. Additionally, the potential (though uncertain) refund of historical tariffs represents a massive cash windfall option for these balance sheets. LONG Importers/Retailers as margins expand due to lower realized tariff costs. Trump successfully implements new, higher tariffs via Section 122 or 301 before margin benefits materialize.
AI/Semi
YOUTUBE
TPR Tapestry... Tapestry, Inc. Common Stock
Long
Feb 21
$157.09
-11.1%
The Supreme Court blocked the IEEPA tariffs, cutting the effective rate significantly. While Trump threatens new tariffs, the immediate cost burden on importers has dropped. Retailers and importers have already priced in the "worst-case" tariff scenario. A reduction in the effective rate creates immediate margin relief. Additionally, the potential (though uncertain) refund of historical tariffs represents a massive cash windfall option for these balance sheets. LONG Importers/Retailers as margins expand due to lower realized tariff costs. Trump successfully implements new, higher tariffs via Section 122 or 301 before margin benefits materialize.
The Supreme Court blocked the IEEPA tariffs, cutting the effective rate significantly. While Trump threatens new tariffs, the immediate cost burden on importers has dropped. Retailers and importers have already priced in the "worst-case" tariff scenario. A reduction in the effective rate creates immediate margin relief. Additionally, the potential (though uncertain) refund of historical tariffs represents a massive cash windfall option for these balance sheets. LONG Importers/Retailers as margins expand due to lower realized tariff costs. Trump successfully implements new, higher tariffs via Section 122 or 301 before margin benefits materialize.
Consumer
YOUTUBE
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