Calls
93
#941
Alpha Score 7.0
Ram Ahluwalia
CEO, Lumida Wealth
Win Rate
45.6%
return
-5.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 30
$191.07
+6.0%
Buy NVDA as hyperscaler capex ramps (Meta, MSFT, Amazon/OpenAI) drive accelerating GPU demand into 2027; author views consensus 60% EPS growth as understated and re-added exposure during the Mag 7 correction.
Buy NVDA as hyperscaler capex ramps (Meta, MSFT, Amazon/OpenAI) drive accelerating GPU demand into 2027; author views consensus 60% EPS growth as understated and re-added exposure during the Mag 7 correction.
AI Compute
Long
Jan 29
$433.98
-9.2%
Buy MSFT as Amazon's $50B OpenAI investment removes near-term counterparty risk overhang; at 24-25x NTM PE on ~20% earnings growth, valuation is reasonable and the catalyst unlocks a relief rally across the OpenAI-adjacent complex.
Buy MSFT as Amazon's $50B OpenAI investment removes near-term counterparty risk overhang; at 24-25x NTM PE on ~20% earnings growth, valuation is reasonable and the catalyst unlocks a relief rally across the OpenAI-adjacent complex.
Hyperscalers
Long
Jan 29
$738.31
-13.3%
Buy META as 50% ad revenue growth over two years validates durable digital monetization tailwinds; structural shift of consumer attention online supports continued revenue expansion.
Buy META as 50% ad revenue growth over two years validates durable digital monetization tailwinds; structural shift of consumer attention online supports continued revenue expansion.
Hyperscalers
Long
Jan 22
$300.29
-20.9%
Author discloses a new long position in ADBE; no catalyst stated beyond the purchase itself.
AI Software
Long
Apr 19
$710.14
+4.6%
Buy equities on dips — Trump's pragmatic, market-sensitive decision-making and willingness to back down from escalation (the "Trump Put") means geopolitical fear spikes are fading opportunities, with the S&P floor holding.
Buy equities on dips — Trump's pragmatic, market-sensitive decision-making and willingness to back down from escalation (the "Trump Put") means geopolitical fear spikes are fading opportunities, with the S&P floor holding.
Equity Indexes
Long
Mar 19
$483.56
+1.7%
Buy BRK.B on the pullback from post-Buffett-final-meeting euphoria; author reverses prior max-bearish stance, citing the sentiment-driven decline as having created a near-term entry opportunity.
Buy BRK.B on the pullback from post-Buffett-final-meeting euphoria; author reverses prior max-bearish stance, citing the sentiment-driven decline as having created a near-term entry opportunity.
Capital Markets
Long
Apr 23
$184.00
-22.2%
Buy ACN as the OpenAI partnership validates that AI labs need enterprise integrators, not replace them; stock has been oversold on disruption fears, trades at a 10-year valuation low with 11% FCF yield and 10%+ expected EPS growth.
Buy ACN as the OpenAI partnership validates that AI labs need enterprise integrators, not replace them; stock has been oversold on disruption fears, trades at a 10-year valuation low with 11% FCF yield and 10%+ expected EPS growth.
AI Software
Long
Apr 01
$123.65
+1.5%
Buy oil exposure as a widening spread between US paper prices ($100) and Oman physical prices ($170) signals suppressed US benchmarks and a strengthening inflation impulse supporting a higher-for-longer oil price regime.
Buy oil exposure as a widening spread between US paper prices ($100) and Oman physical prices ($170) signals suppressed US benchmarks and a strengthening inflation impulse supporting a higher-for-longer oil price regime.
Commodities
Long
Mar 09
$94.39
+22.5%
Buy UAL as oil price shock is viewed as temporary, travel demand remains intact, and the stock trades at a deeply discounted 7x forward PE — contrarian buy against consensus bearishness.
Buy UAL as oil price shock is viewed as temporary, travel demand remains intact, and the stock trades at a deeply discounted 7x forward PE — contrarian buy against consensus bearishness.
Airlines
Long
Jan 30
$337.67
+17.8%
Buy TSM as a direct beneficiary of the hyperscaler CapEx arms race; named alongside NVDA as an obvious winner of accelerating AI infrastructure spending.
Buy TSM as a direct beneficiary of the hyperscaler CapEx arms race; named alongside NVDA as an obvious winner of accelerating AI infrastructure spending.
Foundry Equipment
Long
May 14
$155.78
+15.3%
Buy Reddit as a monetization re-rating catalyst; author argues the asset is undermonetized relative to its top-7 global traffic ranking, with an OpenAI deal renegotiation as the near-term catalyst and a technical entry signal confirmed by short-term momentum.
Buy Reddit as a monetization re-rating catalyst; author argues the asset is undermonetized relative to its top-7 global traffic ranking, with an OpenAI deal renegotiation as the near-term catalyst and a technical entry signal confirmed by short-term momentum.
Internet Platforms
Long
Apr 22
$915.81
+28.5%
Buy LLY after covering short — de-grossing/crowding overhang has cleared, and price found support at the 200-day moving average with a hammer candle, signaling a technical reversal entry in a bull market.
Buy LLY after covering short — de-grossing/crowding overhang has cleared, and price found support at the 200-day moving average with a hammer candle, signaling a technical reversal entry in a bull market.
GLP-1 / Obesity
Long
Mar 09
$21.71
-33.2%
Buy QXO alongside homebuilder theme; Brad Jacobs-led building supply roll-up benefited from oil-driven sector selloff creating an entry point in a quality compounder.
Buy QXO alongside homebuilder theme; Brad Jacobs-led building supply roll-up benefited from oil-driven sector selloff creating an entry point in a quality compounder.
Construction & Infrastructure
Long
Mar 03
$88.49
+6.6%
Buy GoDaddy as author adds to existing position, citing software stocks holding up and rising against expectations of a selloff — a contrarian resilience signal in the group.
Buy GoDaddy as author adds to existing position, citing software stocks holding up and rising against expectations of a selloff — a contrarian resilience signal in the group.
Internet Platforms
Long
Jan 22
$319.50
-31.1%
Author discloses a new long position in HUBS; no catalyst stated beyond the purchase itself.
AI Software
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Ram Ahluwalia has 93 trade ideas tracked on Buzzberg across 88 tickers since January 2026. Win rate 46% across 92 evaluated calls, average return -5.4%. Ranked #941 on the Buzzberg Alpha leaderboard. Most covered: NVDA, MSFT, META.
