Calls
13
#977
Alpha Score 46.5
Michael Dempsey
Managing Partner, Compound
Win Rate
53.9%
return
+2.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 19
$81.95
-3.8%
Robotics was an early miss because AI policy learning was too early, but performance scaling has changed: this time is really different. He continues to invest in both vertically specific robots and more generalizable models, with falling cost curves enabling sub-$5k robots and hospital and vertical use cases.
Thematic ETFs
Long
Aug 19
$64767.80
+18.3%
He remains a Bitcoin bull and still believes the underlying crypto idea of organizing long-term capital around strange or non-obviously large ideas matters. He expects to own interesting crypto assets in the fund over time.
Crypto Assets
Long
Aug 19
$161.45
+1.8%
He built a 2024 equal-weighted AI obvious basket of about 30 names, including ASML, Micron, hyperscalers, and Alibaba, and has not changed it. It has drastically outperformed, supporting the idea that structurally obvious AI theme baskets can be held as high-beta exposure.
Thematic ETFs
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Michael Dempsey has 13 trade ideas tracked on Buzzberg across 13 tickers since August 2026. Ranked #977 on the Buzzberg Alpha leaderboard. Most covered: META, BTC, IGV.
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
