Calls
2
NV Tyagarajan
Senior Advisor, Bain Capital and BCG
Win Rate
-
return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 09
$25.01
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A lot of AI value will accrue to the platform and infrastructure side; he believes infrastructure companies and data center companies will actually benefit as AI is integrated into enterprise workflows.
Thematic ETFs
Long
Feb 09
$85.06
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The market overreacted; AI will not decimate software, and there is underutilization of software globally. The shift is where value accrues, and AI opens a much bigger market for companies that embrace it rather than throwing the baby out with the bathwater.
Thematic ETFs
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NV Tyagarajan has 2 trade ideas tracked on Buzzberg across 4 tickers since February 2026.
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
