Calls
4
Momei Qu
PSP Growth Managing Director
Win Rate
50.0%
return
+0.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 07
$425.00
+13.7%
Bullish on Microsoft because the market underappreciates it due to excessively high initial expectations, but the company is solid with strong AI positioning and partnerships like OpenAI. The market's disappointment is overdone.
Hyperscalers
Long
Aug 07
$274.40
-5.4%
The market is now differentiating AI capex spenders: companies like Microsoft and Amazon that can tie capex directly to measurable AI cloud revenue (Azure and AWS) are rewarded, while those without clear linkage face caution. This shift favors MSFT and AMZN as winners in the AI buildout.
Hyperscalers
Long
Aug 07
$171.42
+4.9%
Traditional software companies that successfully incorporate AI into their solutions can thrive. Palantir is a great example, as its earnings show a tangible AI integration story that resonates with the market.
AI Software
Long
May 07
$397.17
-13.1%
Alphabet is one of the best-performing AI names with a clean revenue growth story from Gemini and YouTube upside, leading to strong stock performance and investor excitement.
Hyperscalers
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Momei Qu has 4 trade ideas tracked on Buzzberg across 4 tickers since May 2026. Most covered: MSFT, AMZN, GOOGL.
