Calls
5
#1123
Alpha Score 38.6
Raghu Raghuram
Operating Partner, Andreessen Horowitz
Win Rate
60.0%
return
+1.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 28
$82.16
-4.1%
Embodied AI and robots are another major source of compute demand. Large cloud data center operators are already experimenting with robots to assemble and install servers, and adoption should increase as AI evolves.
Thematic ETFs
Long
Aug 28
$569.29
-1.4%
The bottleneck has moved south of the model into the semiconductor supply chain: chips, memory, networking, and power chips are constrained, components are booked out to 2028, and a leading memory vendor says current demand would take three years of capacity to supply. Improving tokens per dollar, watt, or rack requires new full-system innovations.
Thematic ETFs
Long
Jul 03
$104.86
+5.6%
North Asian economies like Japan, Korea, and Taiwan are top-heavy, with 15-20% of the Global 2000 companies, are AI-forward and pursuing modernization-centric policies, and are relationship-based. This makes them high-value markets for global expansion and investment.
Equity Indexes
Showing 3 of 5 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Raghu Raghuram has 5 trade ideas tracked on Buzzberg across 5 tickers since July 2026. Ranked #1123 on the Buzzberg Alpha leaderboard. Most covered: SMH, ROBO, EWJ.
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
