Calls
15
#1065
Alpha Score 21.4
Jordi Hays
Co-Host, TBPN
Win Rate
26.7%
return
-2.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 17
$567.58
+13.1%
Snap's $2,195 Snap Specs face difficult adoption because they are expensive and lack Apple's loyal fanboy base, while Meta's cheap camera-equipped Ray-Ban glasses are an easier hardware entry that Meta can subsidize indefinitely; Snap stock fell 7% on the launch, making the hardware push look risky for Snap and comparatively better for Meta.
Hyperscalers
Long
Jun 15
$54.60
+19.4%
Fox's Roku acquisition makes strategic sense because Tubi is already a proven AVOD asset with around $1B+ revenue and nearly 100M MAUs, while Roku is the largest connected TV platform with over 20% share and over 40% of CTV engagement/watch time, plus a younger audience. The deal positions Fox for the ongoing linear-to-CTV advertising shift and rebundling, and the market may take time to appreciate it.
Streaming
Long
Sep 03
$228.53
-4.4%
Nvidia's $12.93B acquisition of Hugging Face gives Nvidia the front door to open-source AI development. Developers and companies that find models on Hugging Face can be funneled toward Nvidia GPUs, reinforcing Nvidia's ecosystem dominance and chip demand while signaling that open-source AI is a viable path.
AI Compute
Long
Aug 14
$216.95
-3.6%
Cybersecurity is more important than ever in the AI era, and cybersecurity software cannot be immediately replaced by AI apps. Palo Alto Networks and CrowdStrike are AI winners: Palo Alto Networks is up 121% over the past year to about $320 billion, while CrowdStrike is up 107% to about $230 billion.
Cybersecurity
Long
Aug 14
$384.27
-11.8%
Cybersecurity is more important than ever in the AI era, and cybersecurity software cannot be immediately replaced by AI apps. Palo Alto Networks and CrowdStrike are AI winners: Palo Alto Networks is up 121% over the past year to about $320 billion, while CrowdStrike is up 107% to about $230 billion.
Cybersecurity
Long
Aug 14
$238.20
-3.0%
Twilio has rallied about 150% over the past year because its SMS and communications infrastructure is hard to replace with vibe-coded software. It has decades of carrier relationships and handles spam and compliance issues, making it 'agentic infrastructure' that AI agents will call rather than disrupt.
AI Software
Long
Aug 11
$503.81
-2.7%
Microsoft is more credible than Meta in the AI coding/enterprise push because it owns GitHub and GitHub Copilot, has strong OpenAI model access, and can distribute through Azure in the enterprise. Even without Nat Friedman, Microsoft has a better strategy to seriously target coding harnesses.
Hyperscalers
Long
Aug 06
$357.60
-7.8%
Demis Hassabis had been a firewall between Google DeepMind and the rest of Google. With him stepping back, that distance is expected to dissolve, which most people see as positive because it can integrate researchers, TPU, cloud, applications, and search, creating a flywheel and reducing misaligned incentives.
Hyperscalers
Long
Aug 06
$146.90
-13.3%
The market has been treating Shopify as an AI victim, but the host argues AI is a victim of Shopify rather than the reverse: management is locked in, customers love the product, and Shopify is deeply integrated into the long tail and enterprise, giving it durable advantages that the market is starting to recognize.
Retail & Mobility
Long
Jul 24
$521.95
-3.6%
At AMD Advancing AI, AMD unveiled the Helios rack-scale AI system using MI450 accelerators, announced an Anthropic partnership to deploy up to two gigawatts of MI450 chips (roughly a $5 billion deal), and expanded its Cerebras AI inference partnership. The hosts also note that Anthropic's own models are speeding up new AMD hardware ramps and that the software flywheel is tightening, reducing the main historical barrier to AMD AI adoption.
AI Compute
Long
Jul 21
$118.14
-8.0%
Alibaba is effectively China's Google/Anthropic equivalent because it is a massive investor in Moonshot AI; the release of Alibaba's Qwen 3.8 Max and Moonshot's Kimi K3 as capable open-weight models has turned the AI race on its head and been viewed favorably by investors and users.
Retail & Mobility
Long
Jul 13
$317.41
+2.8%
Despite repeated efforts by Google, Samsung, Meta, Microsoft, and Amazon, none have supplanted Apple's premium iPhone franchise; Android succeeded in unit share but captured only about a tenth of the value because Android device margins are far lower.
AI Hardware
Long
Jul 11
$2225000.00
-16.2%
The SK hynix Nasdaq ADR debut creates a cleaner way to own one of the AI boom's critical memory bottlenecks: the $26.5 billion IPO was more than 7x oversubscribed, opened 14% above its $149 offer at $170, and gave a roughly $1.03 trillion market cap. SK hynix is a leading high-bandwidth memory supplier for AI accelerators, its Korean-listed shares are already up over 600% in the past year, and the ADR removes the prior friction of buying it through the Korean index.
AI Memory
Long
Jun 27
$365.02
-1.3%
OpenAI's new custom chip 'Jalapeño' was designed with Broadcom and is purpose-built for LLM workloads, suggesting AI-assisted chip design is compressing the typical five-year chip cycle. OpenAI also reportedly made deals to purchase 40% of global raw DRAM wafer output through 2029, reinforcing deep AI semiconductor supply-chain demand and benefiting custom AI silicon partners like Broadcom.
AI ASIC
Long
Jun 15
$141.54
+8.8%
Fox's Roku acquisition makes strategic sense because Tubi is already a proven AVOD asset with around $1B+ revenue and nearly 100M MAUs, while Roku is the largest connected TV platform with over 20% share and over 40% of CTV engagement/watch time, plus a younger audience. The deal positions Fox for the ongoing linear-to-CTV advertising shift and rebundling, and the market may take time to appreciate it.
Streaming
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Jordi Hays has 15 trade ideas tracked on Buzzberg across 15 tickers since June 2026. Win rate 27% across 15 evaluated calls, average return -2.1%. Ranked #1065 on the Buzzberg Alpha leaderboard. Most covered: META, FOX, MSFT.
