Calls
5
#1009
Alpha Score 21.9
Rob Hadick
General Partner, Dragonfly
Win Rate
40.0%
return
-6.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 03
$242.41
+13.6%
Cloudflare's new monetization gateway enables pay-per-request stablecoin payments for millions of websites, potentially becoming a significant new revenue stream. As a dominant internet infrastructure provider with unique insight into AI agent traffic, Cloudflare is well-positioned to benefit from the growth of agentic commerce, even if volumes grow slowly at first.
Cybersecurity
Long
Aug 28
$0.16
-3.3%
Ethena's tokenomics overhaul—including removing monthly VC unlocks, implementing a fee switch, and aligning value accrual to the token—enables real price discovery, while its diversification into higher-yielding collateral positions it to become the foundational yield asset for on-chain finance.
Crypto Assets
Long
Aug 07
$370.47
+1.7%
Visa is an incredible business actively investing in stablecoin settlement and tokenized credentials. As the world moves toward on-chain settlement for payments, Visa's existing network and its push into stablecoin infrastructure position it to dominate the next era of payments, making it a very bullish long-term play.
Payments & Fintech
Long
Jul 03
$112.73
-2.9%
Robinhood's dedicated crypto wallet is a very good product that will see high engagement, and deep integrations with protocols like Lighter and Morpho will make the offering best-in-class. This positions Robinhood to capture more of users' financial lives, drive on-chain trading volume, and build a moat, which should ultimately benefit the stock.
Brokers
Long
Jan 27
$101.59
-41.9%
Metals are hitting all-time highs. This is not just a monetary premium trade. There is a technological demand shock incoming. AI data centers and power generation require massive amounts of copper and rare earth metals. The supply does not exist to meet this "AI Infrastructure" demand. LONG. This is a structural, fundamental repricing of physical commodities. Global recession reducing industrial demand; AI capex slowing down.
Metals are hitting all-time highs. This is not just a monetary premium trade. There is a technological demand shock incoming. AI data centers and power generation require massive amounts of copper and rare earth metals. The supply does not exist to meet this "AI Infrastructure" demand. LONG. This is a structural, fundamental repricing of physical commodities. Global recession reducing industrial demand; AI capex slowing down.
Commodities
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Rob Hadick has 5 trade ideas tracked on Buzzberg across 5 tickers since January 2026. Ranked #1009 on the Buzzberg Alpha leaderboard. Most covered: NET, SILVER, V.
