Calls
4
Lloyd Blankfein
Former CEO, Goldman Sachs
Win Rate
100.0%
return
+20.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 07
$213.21
+20.0%
Blankfein notes that while government fiscal stimulus is known, the top hyperscalers are "spending by themselves $650 billion," which acts as a massive, secondary stimulus for the economy. This level of CapEx is committed capital. It directly benefits the AI infrastructure providers (NVDA) and ensures the dominance of the mega-cap platforms (MSFT/GOOGL/AMZN) deploying this capital to widen their moats. LONG. This is a high-conviction structural tailwind that Blankfein views as a buffer against economic softness. ROI on AI spending disappoints; regulatory antitrust actions.
Blankfein notes that while government fiscal stimulus is known, the top hyperscalers are "spending by themselves $650 billion," which acts as a massive, secondary stimulus for the economy. This level of CapEx is committed capital. It directly benefits the AI infrastructure providers (NVDA) and ensures the dominance of the mega-cap platforms (MSFT/GOOGL/AMZN) deploying this capital to widen their moats. LONG. This is a high-conviction structural tailwind that Blankfein views as a buffer against economic softness. ROI on AI spending disappoints; regulatory antitrust actions.
Hyperscalers
Long
Mar 07
$298.52
+13.3%
Blankfein notes that while government fiscal stimulus is known, the top hyperscalers are "spending by themselves $650 billion," which acts as a massive, secondary stimulus for the economy. This level of CapEx is committed capital. It directly benefits the AI infrastructure providers (NVDA) and ensures the dominance of the mega-cap platforms (MSFT/GOOGL/AMZN) deploying this capital to widen their moats. LONG. This is a high-conviction structural tailwind that Blankfein views as a buffer against economic softness. ROI on AI spending disappoints; regulatory antitrust actions.
Blankfein notes that while government fiscal stimulus is known, the top hyperscalers are "spending by themselves $650 billion," which acts as a massive, secondary stimulus for the economy. This level of CapEx is committed capital. It directly benefits the AI infrastructure providers (NVDA) and ensures the dominance of the mega-cap platforms (MSFT/GOOGL/AMZN) deploying this capital to widen their moats. LONG. This is a high-conviction structural tailwind that Blankfein views as a buffer against economic softness. ROI on AI spending disappoints; regulatory antitrust actions.
Hyperscalers
Long
Mar 07
$408.96
+21.8%
Blankfein notes that while government fiscal stimulus is known, the top hyperscalers are "spending by themselves $650 billion," which acts as a massive, secondary stimulus for the economy. This level of CapEx is committed capital. It directly benefits the AI infrastructure providers (NVDA) and ensures the dominance of the mega-cap platforms (MSFT/GOOGL/AMZN) deploying this capital to widen their moats. LONG. This is a high-conviction structural tailwind that Blankfein views as a buffer against economic softness. ROI on AI spending disappoints; regulatory antitrust actions.
Blankfein notes that while government fiscal stimulus is known, the top hyperscalers are "spending by themselves $650 billion," which acts as a massive, secondary stimulus for the economy. This level of CapEx is committed capital. It directly benefits the AI infrastructure providers (NVDA) and ensures the dominance of the mega-cap platforms (MSFT/GOOGL/AMZN) deploying this capital to widen their moats. LONG. This is a high-conviction structural tailwind that Blankfein views as a buffer against economic softness. ROI on AI spending disappoints; regulatory antitrust actions.
Hyperscalers
Long
Mar 07
$177.82
+26.5%
Blankfein notes that while government fiscal stimulus is known, the top hyperscalers are "spending by themselves $650 billion," which acts as a massive, secondary stimulus for the economy. This level of CapEx is committed capital. It directly benefits the AI infrastructure providers (NVDA) and ensures the dominance of the mega-cap platforms (MSFT/GOOGL/AMZN) deploying this capital to widen their moats. LONG. This is a high-conviction structural tailwind that Blankfein views as a buffer against economic softness. ROI on AI spending disappoints; regulatory antitrust actions.
Blankfein notes that while government fiscal stimulus is known, the top hyperscalers are "spending by themselves $650 billion," which acts as a massive, secondary stimulus for the economy. This level of CapEx is committed capital. It directly benefits the AI infrastructure providers (NVDA) and ensures the dominance of the mega-cap platforms (MSFT/GOOGL/AMZN) deploying this capital to widen their moats. LONG. This is a high-conviction structural tailwind that Blankfein views as a buffer against economic softness. ROI on AI spending disappoints; regulatory antitrust actions.
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Lloyd Blankfein has 4 trade ideas tracked on Buzzberg across 4 tickers since March 2026. Most covered: AMZN, MSFT, NVDA.
