Calls
9
#380
Alpha Score 62.5
Peter Tchir
Head of Macro Strategy, Academy Securities
Win Rate
22.2%
return
+1.5%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 24
$46.29
-9.5%
Europe is becoming desperate after being kicked by Russia and Iran, so it will finally unleash energy production and heavy industry. Owning energy production for security in Europe, including BP and Shell, will benefit as the region invests in domestic energy and electricity.
Oil & Gas
Long
Apr 24
$89.25
-2.2%
Europe is becoming desperate after being kicked by Russia and Iran, so it will finally unleash energy production and heavy industry. Owning energy production for security in Europe, including BP and Shell, will benefit as the region invests in domestic energy and electricity.
Oil & Gas
Long
Apr 24
$5.09
+76.6%
Blackberry is increasingly involved in the AI story and could benefit from broader AI adoption, though it's a smaller play.
Cybersecurity
Long
Apr 24
$82.86
+14.7%
The U.S. must grow chip production domestically, and Intel benefits from government involvement—Trump's desire to win and the 10% government stake create a favorable environment where companies want to be on the right side of the administration.
Foundry Equipment
Long
Jul 10
$979.77
-13.4%
Micron gave a clear indication that it has orders locked in for years to come, providing strong revenue visibility that differentiates it from other compute companies and supports its valuation amid broader AI spending uncertainty.
AI Memory
Long
Apr 28
$79.71
-8.0%
Copper is a critical mineral for national security; the US should increase domestic extraction and smelting to reduce reliance on foreign processing and enhance self-sufficiency. This demand for domestic copper production supports a bullish view on copper prices and related investments.
Commodities
Long
Apr 24
$77514.50
-16.5%
Crypto (Bitcoin, Coinbase) has underperformed in the recent rally relative to semiconductors, creating a potential reload opportunity as regulatory clarity and adoption improve.
Crypto Assets
Long
Apr 24
$199.55
-21.3%
Crypto (Bitcoin, Coinbase) has underperformed in the recent rally relative to semiconductors, creating a potential reload opportunity as regulatory clarity and adoption improve.
Crypto Infrastructure
Long
Apr 24
$133.16
-6.9%
Markets are too complacent about Iran; WTI crude futures are edging higher due to disruption risk, and oil prices are likely to rise further.
Commodities
Showing 9 of 9 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Peter Tchir has 9 trade ideas tracked on Buzzberg across 9 tickers since February 2026. Ranked #380 on the Buzzberg Alpha leaderboard. Most covered: BP, SHEL, BB.
