Calls
2
Michael Cuggino
President & Portfolio Manager, Permanent Portfolio
Win Rate
100.0%
return
+10.2%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 23
$87.50
+6.1%
The software sector has been sold off on fears that AI will destroy software, but that narrative is wrong. Software represents an attractive long-term investment area for patient investors after the selloff.
Thematic ETFs
Long
Jun 23
$561.91
+14.4%
Meta is trading at 18x earnings, a below-market multiple compared to the S&P 500's forward multiple of about 22x and an earnings yield of 4.5%. Despite capex spending on AI, it is an attractive name for long-term investors.
Hyperscalers
Showing 2 of 2 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Michael Cuggino has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: META, IGV.
