Mark Mahaney

Head of Internet Research, Evercore ISI

· tracked since Jul 2026

Calls

Win Rate

50.0%

return

-3.2%

Calls 4 3 Posts tracked · 0.1/day

Calls

7d 0

30d 1

90d 4

Best Calls

META Long +6.6%

MSFT Long +0.5%

Worst Calls

GOOGL Long -11.7%

AMZN Long -8.2%

Most Mentioned

META ×1

AMZN ×1

MSFT ×1

Recent Calls

META Long 1 week ago

MSFT Long 1 month ago

GOOGL Long 1 month ago

Win Rate 50% Long 4 Short 0

Win Rate

7d 25%

30d 33%

90d —

Average Return -3.2% Long Return -3.2% Short Return -

Average Return

7d -3.4%

30d -6.5%

90d —

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Ticker

Side

Mentions

First Call

Call Price

P&L

Thesis

Theme

Source

META Meta Pla... Meta Platforms, Inc.

Long

Aug 26

$577.00

+6.6%

Legal overhang clears; Meta can re-rate higher.

Meta's settlement with 29 state attorneys general largely removes the biggest legal overhang on the stock. The remaining school district and individual cases will likely be resolved at much lower amounts, and the teen usage restrictions may only have a low-single-digit percent revenue impact. With Meta able to sustain about 20% compound earnings growth, 25-30% top-line growth, and 30% operating margins even while investing heavily in AI, the stock can re-rate to around 25x earnings.

Hyperscalers

YOUTUBE

AMZN Amazon.com, Inc. Amazon.com, Inc.

Long

Aug 05

$281.45

-8.2%

Own Amazon, Google, Microsoft for trillion-dollar revenues

Amazon, Google, and Microsoft are on track to become trillion-dollar revenue generators around 2030, underpinned by extremely strong core structural and financial centers that fund growth investments.

Hyperscalers

YOUTUBE