Calls
8
#390
Alpha Score 70.0
Nour Eldeen Al-Hammoury
Journalist, Al Arabiya
Win Rate
87.5%
return
+9.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 08
$431.68
-5.0%
Gold will correct lower first but then rally to $6000 by the end of this year or beginning of next year, driven by markets pricing a deal rather than the war itself. The correction will be limited and the upside target remains intact.
Commodities
Long
Mar 02
$149.25
+3.0%
1. The Fact: Al-Hammoury states, "Tech is still on my watch list... Oracle, for example, we were down over about 40 to 45% from the peak... Microsoft, Nvidia... names would be nice to have at least on my long term portfolio, especially after that dip." 2. The Bridge: Despite geopolitical panic, AI CapEx spending remains robust (~$450B mentioned). The strategist views the war-induced sell-off as a liquidity shock rather than a fundamental break in the AI thesis. The "dip" provides an entry point for structural winners. 3. The Verdict: LONG high-quality tech/AI names. If oil hits $100+, inflation expectations rise, forcing the Fed to hike rates, which crushes long-duration tech assets.
1. The Fact: Al-Hammoury states, "Tech is still on my watch list... Oracle, for example, we were down over about 40 to 45% from the peak... Microsoft, Nvidia... names would be nice to have at least on my long term portfolio, especially after that dip." 2. The Bridge: Despite geopolitical panic, AI CapEx spending remains robust (~$450B mentioned). The strategist views the war-induced sell-off as a liquidity shock rather than a fundamental break in the AI thesis. The "dip" provides an entry point for structural winners. 3. The Verdict: LONG high-quality tech/AI names. If oil hits $100+, inflation expectations rise, forcing the Fed to hike rates, which crushes long-duration tech assets.
Hyperscalers
Long
Sep 02
$256.85
+3.0%
He remains a believer in tech and AI demand. He positioned in CRM before strong earnings, sees Oracle likely to rally, and points to Dell's AI server optimization adding about $7 billion in revenue as evidence this is real demand rather than an AI bubble.
AI Software
Long
Sep 02
$459.03
+12.1%
He remains a believer in tech and AI demand. He positioned in CRM before strong earnings, sees Oracle likely to rally, and points to Dell's AI server optimization adding about $7 billion in revenue as evidence this is real demand rather than an AI bubble.
AI Hardware
Long
Sep 02
$15.78
+4.6%
He argues the dollar debasement trade is becoming more concrete because of unsustainable U.S. fiscal deficits; investors are under-hedged and hard assets/precious metals like gold, silver and platinum are the clean hedge.
Commodities
Long
Sep 02
$58.05
+4.2%
He argues the dollar debasement trade is becoming more concrete because of unsustainable U.S. fiscal deficits; investors are under-hedged and hard assets/precious metals like gold, silver and platinum are the clean hedge.
Commodities
Long
Mar 02
$398.55
+27.8%
1. The Fact: Al-Hammoury states, "Tech is still on my watch list... Oracle, for example, we were down over about 40 to 45% from the peak... Microsoft, Nvidia... names would be nice to have at least on my long term portfolio, especially after that dip." 2. The Bridge: Despite geopolitical panic, AI CapEx spending remains robust (~$450B mentioned). The strategist views the war-induced sell-off as a liquidity shock rather than a fundamental break in the AI thesis. The "dip" provides an entry point for structural winners. 3. The Verdict: LONG high-quality tech/AI names. If oil hits $100+, inflation expectations rise, forcing the Fed to hike rates, which crushes long-duration tech assets.
1. The Fact: Al-Hammoury states, "Tech is still on my watch list... Oracle, for example, we were down over about 40 to 45% from the peak... Microsoft, Nvidia... names would be nice to have at least on my long term portfolio, especially after that dip." 2. The Bridge: Despite geopolitical panic, AI CapEx spending remains robust (~$450B mentioned). The strategist views the war-induced sell-off as a liquidity shock rather than a fundamental break in the AI thesis. The "dip" provides an entry point for structural winners. 3. The Verdict: LONG high-quality tech/AI names. If oil hits $100+, inflation expectations rise, forcing the Fed to hike rates, which crushes long-duration tech assets.
Hyperscalers
Long
Mar 02
$182.48
+25.6%
1. The Fact: Al-Hammoury states, "Tech is still on my watch list... Oracle, for example, we were down over about 40 to 45% from the peak... Microsoft, Nvidia... names would be nice to have at least on my long term portfolio, especially after that dip." 2. The Bridge: Despite geopolitical panic, AI CapEx spending remains robust (~$450B mentioned). The strategist views the war-induced sell-off as a liquidity shock rather than a fundamental break in the AI thesis. The "dip" provides an entry point for structural winners. 3. The Verdict: LONG high-quality tech/AI names. If oil hits $100+, inflation expectations rise, forcing the Fed to hike rates, which crushes long-duration tech assets.
1. The Fact: Al-Hammoury states, "Tech is still on my watch list... Oracle, for example, we were down over about 40 to 45% from the peak... Microsoft, Nvidia... names would be nice to have at least on my long term portfolio, especially after that dip." 2. The Bridge: Despite geopolitical panic, AI CapEx spending remains robust (~$450B mentioned). The strategist views the war-induced sell-off as a liquidity shock rather than a fundamental break in the AI thesis. The "dip" provides an entry point for structural winners. 3. The Verdict: LONG high-quality tech/AI names. If oil hits $100+, inflation expectations rise, forcing the Fed to hike rates, which crushes long-duration tech assets.
AI Compute
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Nour Eldeen Al-Hammoury has 8 trade ideas tracked on Buzzberg across 8 tickers since March 2026. Ranked #390 on the Buzzberg Alpha leaderboard. Most covered: GOLD, ORCL, NVDA.
