Calls
6
#959
Alpha Score 47.5
Lo Toney
Founding Managing Partner, Plexo Capital
Win Rate
83.3%
return
+3.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 08
$336.39
+3.0%
Google is probably the most interesting AI infrastructure name because it captures ownership benefits of AI infrastructure coupled with cloud. It has data centers, TPUs, and multiple monetization paths through search, YouTube, cloud, and increasingly Waymo.
Hyperscalers
Long
Sep 08
$318.08
+5.9%
Apple is very valuable because it is the point of origination for many AI queries and can leverage its distribution and hardware. Apple did not make massive AI investments but is now reaping rewards.
AI Hardware
Long
Sep 08
$232.61
-5.7%
Nvidia is sitting back and getting paid while everyone else proves AI economics. It monetizes its ecosystem across hardware, software, and the open model layer through Hugging Face, strengthening its ecosystem around the AI build-out.
AI Compute
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Lo Toney has 6 trade ideas tracked on Buzzberg across 6 tickers since July 2026. Ranked #959 on the Buzzberg Alpha leaderboard. Most covered: META, AAPL, NVDA.
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
