Calls
6
#1779
Alpha Score 13.2
Kieran Cavanna
Head of Content, CoinDesk
Win Rate
33.3%
return
-8.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 29
$446.67
+19.3%
Semiconductor capital equipment companies are poised to benefit from the construction of new memory fabs and ongoing AI demand. Old Farm is working on a strategy focused on semicap equipment.
Thematic ETFs
Long
Apr 29
$48.20
-11.8%
The US grid is aging, and electrification, onshoring of industrial production, and AI data center power demand are creating a mega infrastructure spending cycle. Old Farm owns power and infrastructure assets to capture this trend.
Thematic ETFs
Long
Apr 29
$55.23
-24.5%
Nuclear power demand is rising due to AI data center power needs and restarts of plants like Three Mile Island. This directly benefits uranium miners. Old Farm has a co-invest focus on uranium miners that has performed well.
Thematic ETFs
Showing 3 of 6 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Kieran Cavanna has 6 trade ideas tracked on Buzzberg across 6 tickers since April 2026. Ranked #1779 on the Buzzberg Alpha leaderboard. Most covered: URA, SMH, CIEN.
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
