Calls
30
#629
Alpha Score 36.5
oguzerkan
Win Rate
50.0%
return
-1.6%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 19
$96.17
-24.5%
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
NeoCloud
Long
May 24
$610.26
+9.0%
Buy META as low forward P/E (18x) combined with 20%+ YoY growth indicates undervaluation, challenging any bear argument.
Buy META as low forward P/E (18x) combined with 20%+ YoY growth indicates undervaluation, challenging any bear argument.
Hyperscalers
Long
May 19
$423.54
-5.5%
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
Hyperscalers
Long
May 19
$257.03
-2.7%
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
Hyperscalers
Long
May 28
$211.70
-2.6%
Buy NVDA as the relatively cheap leg of an AI valuation dispersion trade; NVDA trades at ~19-20x forward earnings versus power, cooling, and optical peers above 30x, making it the undervalued name in the AI infrastructure complex.
Buy NVDA as the relatively cheap leg of an AI valuation dispersion trade; NVDA trades at ~19-20x forward earnings versus power, cooling, and optical peers above 30x, making it the undervalued name in the AI infrastructure complex.
AI Compute
Long
May 19
$184.74
-8.3%
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
NeoCloud
Long
Jun 10
$163.90
+10.7%
Buy BKNG at ~14x forward P/E — cheapest of the named platforms — while semis trade at 20x sales; author argues platforms are "totally ignored" despite double-digit growth, creating a rotation opportunity.
Buy BKNG at ~14x forward P/E — cheapest of the named platforms — while semis trade at 20x sales; author argues platforms are "totally ignored" despite double-digit growth, creating a rotation opportunity.
Gaming & Leisure
Long
Jun 07
$70.48
+4.9%
Buy UBER at 16x forward earnings as a profitable, high-quality business being overlooked while capital rotates into unprofitable AI-adjacent names — valuation disconnect creates opportunity.
Buy UBER at 16x forward earnings as a profitable, high-quality business being overlooked while capital rotates into unprofitable AI-adjacent names — valuation disconnect creates opportunity.
Retail & Mobility
Long
May 25
$1.71
-37.4%
Buy $SLNH based on insider buying, wind farm acquisition, CEO's AI/HPC tenant catalyst, and discounted valuation vs. potential revenue of $700–750M from two projects.
Buy $SLNH based on insider buying, wind farm acquisition, CEO's AI/HPC tenant catalyst, and discounted valuation vs. potential revenue of $700–750M from two projects.
NeoCloud
Long
May 19
$183.62
-32.4%
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
Hyperscalers
Long
Jun 05
$401.03
+6.5%
Buy UNH as recovering investor confidence and controlled medical loss ratio support a re-rating toward $400; stock is up 60% from lows but still ~15% below full recovery, trading at what author calls no-brainer valuations for a dominant healthcare name.
Buy UNH as recovering investor confidence and controlled medical loss ratio support a re-rating toward $400; stock is up 60% from lows but still ~15% below full recovery, trading at what author calls no-brainer valuations for a dominant healthcare name.
Healthcare Services
Long
Jun 01
$22.65
-36.6%
Buy FLNC as its inclusion in the Siemens/NVIDIA Vera Rubin data center reference architecture transforms it from a niche renewable-energy battery supplier into a pre-qualified, integral component of AI data center power infrastructure, materially expanding addressable demand beyond renewable projects.
Buy FLNC as its inclusion in the Siemens/NVIDIA Vera Rubin data center reference architecture transforms it from a niche renewable-energy battery supplier into a pre-qualified, integral component of AI data center power infrastructure, materially expanding addressable demand beyond renewable projects.
Batteries & Storage
Long
May 19
$46.32
-24.9%
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
NeoCloud
Long
May 19
$12.31
+11.9%
Buy Nu Holdings as it trades at a discount (13x forward P/E) to its 40% growth rate and has a clear catalyst in US market entry, implying significant re-rating.
Buy Nu Holdings as it trades at a discount (13x forward P/E) to its 40% growth rate and has a clear catalyst in US market entry, implying significant re-rating.
Payments & Fintech
Long
May 19
$393.11
-9.2%
Long GOOG as it adopts NVDA's neocloud strategy to scale TPU chip deployment without overextending capex, creating a win‑win with Blackstone and positioning to challenge NVDA in AI accelerators.
Long GOOG as it adopts NVDA's neocloud strategy to scale TPU chip deployment without overextending capex, creating a win‑win with Blackstone and positioning to challenge NVDA in AI accelerators.
Hyperscalers
Showing 15 of 30 picks · sorted by mentions
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oguzerkan has 30 trade ideas tracked on Buzzberg across 30 tickers since May 2026. Win rate 50% across 30 evaluated calls, average return -1.6%. Ranked #629 on the Buzzberg Alpha leaderboard. Most covered: CRWV, META, MSFT.
