Calls
6
#594
Alpha Score 41.3
Richard Saperstein
Founding Principal and CIO of Hightower Treasury Partners
Win Rate
33.3%
return
-3.4%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 01
$166.68
+1.1%
The beneficiaries of cloud/AI spending (networking and infrastructure) have benefited more than the spenders so far, and that trend will continue. He specifically owns Amphenol and cites Cisco, Dell, and Arista as examples.
AI Photonics
Long
Jul 01
$172.27
-12.3%
The beneficiaries of cloud/AI spending (networking and infrastructure) have benefited more than the spenders so far, and that trend will continue. He specifically owns Amphenol and cites Cisco, Dell, and Arista as examples.
AI Photonics
Long
Jul 01
$117.05
-4.6%
The beneficiaries of cloud/AI spending (networking and infrastructure) have benefited more than the spenders so far, and that trend will continue. He specifically owns Amphenol and cites Cisco, Dell, and Arista as examples.
AI Photonics
Long
Jul 01
$425.56
-6.9%
The beneficiaries of cloud/AI spending (networking and infrastructure) have benefited more than the spenders so far, and that trend will continue. He specifically owns Amphenol and cites Cisco, Dell, and Arista as examples.
AI Hardware
Long
Jul 01
$384.22
+2.5%
Microsoft's operating cash flow has doubled over the last three years to approximately $200 billion, yet the stock has done nothing, making it probably a great value right now.
Hyperscalers
Long
Jul 01
$136.34
-0.2%
Earnings are accelerating while multiples are compressing because hyperscalers are now being valued as capital-intensive and asset-heavy, which is a mistake given their growing operating cash flows and 30-60% cloud growth. The market will rerate these names over time, reinforced by Meta's latest announcement.
Thematic ETFs
Showing 6 of 6 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Richard Saperstein has 6 trade ideas tracked on Buzzberg across 6 tickers since February 2026. Ranked #594 on the Buzzberg Alpha leaderboard. Most covered: MSFT, CSCO, ANET.
