Calls
1
Michael Spence
Senior Fellow, Hoover Institution
Win Rate
100.0%
return
+1.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 16
$63.54
+1.5%
Higher real rates are unlikely to truncate AI investment because companies are playing for a big win in an arms race, so infrastructure and AI capex are not sensitive to small differences in rates of return.
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Michael Spence has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: AIQ.
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
