Calls
3
Lance Breitstein
Host, TheOneLanceB; Advisor, SMB Capital; veteran trader
Win Rate
100.0%
return
+19.1%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Dec 09
$184.78
+18.7%
Nvidia is not a bubble; it may be called overvalued but that is a different argument. The company has real revenue and fundamental use cases, and its chips are in virtually everything, so it is not just hope-based like quantum. Lance also says Nvidia is not even that expensive.
AI Compute
Long
Dec 09
$148.02
+27.1%
The AI boom in broad big tech is not a dot-com-style bubble. There are real fundamental use cases and spending: people use ChatGPT and Gemini daily, Nvidia chips are broadly used, and corporate investment, earnings, and productivity support the cycle. Froth has been isolated to speculative no-revenue areas like quantum, while the broader tech sector never became totally divorced from reality.
Thematic ETFs
Long
Dec 09
$684.27
+11.4%
The major correction or crash already happened in April during the tariff selloff, and the market has fully retraced. Since then the S&P 500 has been in a steady grind higher, staying near equilibrium rather than becoming euphoric or Bollinger-band overextended, and the April flush removed weak hands and leverage. Lance does not expect another big crash and says not to fight the steady-strong trend.
Equity Indexes
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Lance Breitstein has 3 trade ideas tracked on Buzzberg across 3 tickers since December 2025. Most covered: NVDA, SPY, XLK.
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
