Buzzberg Cup Live

Orlando Bravo

Co-Founder, Thoma Bravo
· tracked since Jun 2026
Calls
2
Win Rate
50.0%
return
+4.9%
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 2
Best Calls
CIBR Long +9.8%
Worst Calls
IGV Long -0.1%
Most Mentioned
IGV ×1
CIBR ×1
Recent Calls
CIBR Long 1 month ago
IGV Long 1 month ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 50%
30d 50%
90d
Average Return +4.9% Long Return +4.9% Short Return -
Average Return
7d -1.9%
30d +4.4%
90d
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 10
$84.08
+9.8%
Cybersecurity has massive tailwind now.
Cybersecurity is a huge tailwind from AI-driven threats; the firm invests 50% of its dollars there, and the sector has rebounded strongly over the past month as the AI freak-out ends.
Thematic ETFs
Long
Jun 10
$92.93
-0.1%
Software sector rebound is real.
The SaaS-pocalypse is over; public investors realize software companies are evolving with agentic AI and these are unbelievable businesses. Software stocks have rebounded strongly, overcoming earlier fears.
Thematic ETFs
Showing 2 of 2 calls · sorted by mentions

Orlando Bravo has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: IGV, CIBR.