Calls
11
#697
Alpha Score 47.4
Neil
Win Rate
63.6%
return
+2.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 12
$31.60
+25.3%
Coreweave's earnings show it added 500 megawatts of AI compute capacity in the quarter, more than all other neo-clouds combined, signaling that AI demand is 'alive and well' and that spending from hyperscalers remains reflective of robust underlying demand for AI infrastructure.
AI Hardware
Long
Sep 01
$4315.00
+10.3%
NVIDIA's $3.5 billion investment in MediaTek signals that AI demand will move out of data centers and into devices such as smartphones; MediaTek is the world's largest SoC maker and an advanced developer, so the deal is a good one.
AI ASIC
Long
Aug 19
$1501000.00
+18.3%
SK Hynix's massive $29 billion share buyback announcement is positive for the stock in the short term, as it helps reassure investors who have been worried about the durability of AI capex spending.
AI Memory
Long
Aug 05
$474.08
+0.7%
AMD's revenue grew 50% year-on-year and underlying demand for GPUs and CPUs remains intact; the post-earnings selloff is a reset of overly optimistic estimates rather than a fundamental deterioration.
AI Compute
Long
Jul 20
$60.36
-8.3%
Ryanair is better hedged than competitors on fuel. High oil prices will force capacity out of the market, allowing Ryanair to gain share and benefit from higher fares as weaker airlines struggle.
Airlines
Long
Jul 16
$1093.40
+2.6%
BlackRock's growth continues to be highly impressive even at its massive $15 trillion scale, with organic base fee growth running above its 5% target, indicating that new inflows are successfully shifting into higher-fee categories rather than just low-fee ETFs.
Capital Markets
Long
Jul 16
$1152.07
-9.9%
Large US financial institutions like Morgan Stanley and Goldman Sachs posted blowout numbers in equities trading and investment banking, and their growing investment banking backlogs suggest continued strength and better days ahead in the second half of the year.
Capital Markets
Long
Jul 16
$228.55
-4.7%
Large US financial institutions like Morgan Stanley and Goldman Sachs posted blowout numbers in equities trading and investment banking, and their growing investment banking backlogs suggest continued strength and better days ahead in the second half of the year.
Capital Markets
Long
Jun 15
$750.70
+2.6%
SpaceX’s blockbuster IPO and controlled first-day trading set the stage for a strong equity market outlook. The offering signals healthy liquidity and IPO momentum, with an estimated $500bn in new offerings over two years, which is very good for the overall equity market.
Equity Indexes
Long
Jun 15
$192.50
-23.1%
SpaceX's IPO was a Goldilocks outcome—the stock didn't rise too fast, the process was well-managed by banks, and the large capital raised will allow significant investment in AI infrastructure, making the stock attractive.
SpaceX's IPO was a Goldilocks outcome—the stock didn't rise too fast, the process was well-managed by banks, and the large capital raised will allow significant investment in AI infrastructure, making the stock attractive.
Space
Long
May 07
$226.00
+11.7%
ARM's new AI chipset is seeing 2x the demand previously expected, and AI data center growth will offset smartphone weakness. The strong AI demand trend supports the stock.
AI ASIC
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Neil has 11 trade ideas tracked on Buzzberg across 11 tickers since May 2026. Ranked #697 on the Buzzberg Alpha leaderboard. Most covered: SMCI, GS, BLK.
