Calls
31
#75
Alpha Score 92.7
Norah Mulinda
Market Reporter, Bloomberg
Win Rate
48.4%
return
+6.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 19
$459.56
-19.8%
Gold and Silver are both advancing while US stocks (S&P 500, Nasdaq) are falling and Bitcoin is lower. With the VIX at a 21 handle and a massive military buildup occurring in the Middle East, capital is rotating out of risk assets (Tech/Crypto) and into traditional hard asset safe havens. LONG GLD and SLV as geopolitical hedges. A sudden diplomatic resolution with Iran (Trump mentions a "10-day window" for a deal) could unwind the fear premium.
Gold and Silver are both advancing while US stocks (S&P 500, Nasdaq) are falling and Bitcoin is lower. With the VIX at a 21 handle and a massive military buildup occurring in the Middle East, capital is rotating out of risk assets (Tech/Crypto) and into traditional hard asset safe havens. LONG GLD and SLV as geopolitical hedges. A sudden diplomatic resolution with Iran (Trump mentions a "10-day window" for a deal) could unwind the fear premium.
Commodities
Long
Feb 19
$662.00
-9.7%
Deere (DE) shares are up double-digits after boosting its annual profit outlook. Management explicitly anticipates a "long-awaited upturn in the agriculture economy." This signals a cyclical bottom has formed in the Ag sector, making DE a prime beneficiary of the recovery. LONG. Momentum play on the cyclical recovery of agricultural capex. Crop prices fall unexpectedly, reducing farmer income and equipment demand.
Deere (DE) shares are up double-digits after boosting its annual profit outlook. Management explicitly anticipates a "long-awaited upturn in the agriculture economy." This signals a cyclical bottom has formed in the Ag sector, making DE a prime beneficiary of the recovery. LONG. Momentum play on the cyclical recovery of agricultural capex. Crop prices fall unexpectedly, reducing farmer income and equipment demand.
Construction & Infrastructure
Short
Jul 18
$519.55
-0.2%
China's Moonshot AI model rivals top US models, sparking a DeepSeek 2.0 moment that raises doubts about AI chip demand and drove the Philadelphia Semiconductor Index into bear market territory.
Thematic ETFs
Long
Jul 02
$122.72
+3.4%
Wall Street sources indicate Blackstone is not retreating from data centers but recycling capital from the abandoned Virginia project into higher-return opportunities, supporting the stock.
Capital Markets
Short
Jul 02
$16.42
-3.2%
American Eagle is under pressure from a challenging macroeconomic environment, consumers pulling back on discretionary spending, diverging brand performance, persistent margin pressures, and a CFO change effective next month.
Retail & Mobility
Long
Jul 02
$410.08
-9.5%
The Centers for Medicare and Medicaid Services proposed revising payment policies for hospital outpatient departments and ambulatory surgical centers, including targeted drug cost reductions and site-of-care payment disparities, which is a favorable regulatory catalyst for hospital operators.
Healthcare Services
Long
Jul 02
$203.72
-4.3%
The Centers for Medicare and Medicaid Services proposed revising payment policies for hospital outpatient departments and ambulatory surgical centers, including targeted drug cost reductions and site-of-care payment disparities, which is a favorable regulatory catalyst for hospital operators.
Healthcare Services
Long
Jul 02
$158.33
-4.5%
The Centers for Medicare and Medicaid Services proposed revising payment policies for hospital outpatient departments and ambulatory surgical centers, including targeted drug cost reductions and site-of-care payment disparities, which is a favorable regulatory catalyst for hospital operators.
Healthcare Services
Short
Jun 23
$154.60
+19.7%
SpaceX is overowned; everyone who wanted to invest has already done so. The company's first investment-grade bond sale is highly unusual for an unprofitable business that will burn cash through 2029, and investors are struggling to understand when the heavy AI spending will pay off. This created a market of sellers, leading to a sharp share-price decline and ongoing investor angst.
Space
Long
Jun 16
$57.24
-1.3%
With the Iran peace deal, hedge funds are dusting off the pre‑war playbook: buying short‑term Treasuries that were hit by rate hikes, shorting the dollar, and buying the yen as risk appetite returns.
FX & Currencies
Long
Jun 16
$110.20
+0.1%
With the Iran peace deal, hedge funds are dusting off the pre‑war playbook: buying short‑term Treasuries that were hit by rate hikes, shorting the dollar, and buying the yen as risk appetite returns.
Bonds & Rates
Long
Mar 11
$162.71
-22.3%
"Shares of Oracle, the stock is higher on the day, up as much as 15%... A company that reported strong sales, and an outlook that speaks to continued demand for AI." While the market worries about an AI bubble, legacy enterprise tech companies that successfully integrate AI infrastructure are seeing actual top-line revenue growth. The massive CapEx being spent on AI is translating into tangible enterprise cloud demand. LONG. Oracle is proving that AI monetization is real and scaling, making it a safer, cash-flowing play on the AI infrastructure buildout. Broader macroeconomic stagflation could force enterprise customers to slash IT budgets, slowing Oracle's cloud growth.
"Shares of Oracle, the stock is higher on the day, up as much as 15%... A company that reported strong sales, and an outlook that speaks to continued demand for AI." While the market worries about an AI bubble, legacy enterprise tech companies that successfully integrate AI infrastructure are seeing actual top-line revenue growth. The massive CapEx being spent on AI is translating into tangible enterprise cloud demand. LONG. Oracle is proving that AI monetization is real and scaling, making it a safer, cash-flowing play on the AI infrastructure buildout. Broader macroeconomic stagflation could force enterprise customers to slash IT budgets, slowing Oracle's cloud growth.
Hyperscalers
Long
Mar 05
$135.85
+7.5%
OpenAI is scaling back plans to embed native shopping/checkout for travel within ChatGPT, pivoting instead to referring users out to partners. The market feared ChatGPT would become a "super app" that disintermediates OTAs (Online Travel Agencies). This reversal removes a massive existential threat, validating the "moat" of the incumbents. Long the OTA sector on a relief rally and reduced disruption risk. OpenAI reverses course again or another AI competitor successfully integrates native booking.
OpenAI is scaling back plans to embed native shopping/checkout for travel within ChatGPT, pivoting instead to referring users out to partners. The market feared ChatGPT would become a "super app" that disintermediates OTAs (Online Travel Agencies). This reversal removes a massive existential threat, validating the "moat" of the incumbents. Long the OTA sector on a relief rally and reduced disruption risk. OpenAI reverses course again or another AI competitor successfully integrates native booking.
Gaming & Leisure
Long
Mar 05
$184.53
-1.5%
OpenAI is scaling back plans to embed native shopping/checkout for travel within ChatGPT, pivoting instead to referring users out to partners. The market feared ChatGPT would become a "super app" that disintermediates OTAs (Online Travel Agencies). This reversal removes a massive existential threat, validating the "moat" of the incumbents. Long the OTA sector on a relief rally and reduced disruption risk. OpenAI reverses course again or another AI competitor successfully integrates native booking.
OpenAI is scaling back plans to embed native shopping/checkout for travel within ChatGPT, pivoting instead to referring users out to partners. The market feared ChatGPT would become a "super app" that disintermediates OTAs (Online Travel Agencies). This reversal removes a massive existential threat, validating the "moat" of the incumbents. Long the OTA sector on a relief rally and reduced disruption risk. OpenAI reverses course again or another AI competitor successfully integrates native booking.
Gaming & Leisure
Long
Mar 05
$251.54
+6.8%
OpenAI is scaling back plans to embed native shopping/checkout for travel within ChatGPT, pivoting instead to referring users out to partners. The market feared ChatGPT would become a "super app" that disintermediates OTAs (Online Travel Agencies). This reversal removes a massive existential threat, validating the "moat" of the incumbents. Long the OTA sector on a relief rally and reduced disruption risk. OpenAI reverses course again or another AI competitor successfully integrates native booking.
OpenAI is scaling back plans to embed native shopping/checkout for travel within ChatGPT, pivoting instead to referring users out to partners. The market feared ChatGPT would become a "super app" that disintermediates OTAs (Online Travel Agencies). This reversal removes a massive existential threat, validating the "moat" of the incumbents. Long the OTA sector on a relief rally and reduced disruption risk. OpenAI reverses course again or another AI competitor successfully integrates native booking.
Gaming & Leisure
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Norah Mulinda has 31 trade ideas tracked on Buzzberg across 31 tickers since February 2026. Win rate 48% across 31 evaluated calls, average return +6.7%. Ranked #75 on the Buzzberg Alpha leaderboard. Most covered: DE, GOLD, AAPL.
