Calls
3
Rishi Jaluria
Managing Director of Software Equity Research, RBC Capital Markets
Win Rate
100.0%
return
+15.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 30
$375.80
+32.9%
Microsoft will emerge stronger despite AI disruption fears and capex impatience. AI and software are intertwined, not mutually exclusive. The cost of replacing the entire Office suite is prohibitively high (10x), and Office Copilot is finally delivering meaningful customer engagement with 5 million paid subscribers added last quarter, signaling a turnaround.
Hyperscalers
Long
Aug 27
$194.83
+0.3%
The recent pullback in application software stocks like Workday is overdone, as peak fears about customers building their own AI solutions have faded and private equity interest highlights their underlying value.
AI Software
Long
May 22
$325.25
+13.5%
MongoDB is well-positioned as a database for AI applications leveraging unstructured data, with adoption from AI-native companies like Anthropic, Cursor, and 11labs; a new CEO adds to the positive outlook, and the revenue tailwind has not yet materialized.
AI Software
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Rishi Jaluria has 3 trade ideas tracked on Buzzberg across 3 tickers since March 2026. Most covered: MSFT, MDB, WDAY.
