#589 Alpha Score 21.2

Rob Sechan

Managing Partner, NewEdge Wealth
@RobSechan · tracked since Feb 2026
589
BUZZBERG Alpha Score combines three things: realized average return, confidence in the sample size, idea volume, and speaker reputation. Speakers with only a few calls are pulled closer to the platform average; speakers with many evaluated ideas keep more of their own return. Reputation only boosts: 5.0 or lower is neutral, while scores above 5 add weight. Scores are normalized to 0-100; 100 is best. Read the FAQ
Alpha Score 21.2
Calls 8 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 8
Best Calls
LRCX long +25.5%
AVGO long +12.9%
Worst Calls
BMNR long -19.9%
NRG long -13.6%
KKR long -7.4%
Most Mentioned
BX ×1
KKR ×1
AVGO ×1
Recent Calls
BX long 1 month ago
KKR long 1 month ago
BMNR long 1 month ago
Win Rate 25% Long 8 Short 0
Win Rate
7d 38%
30d 25%
90d —
Average Return -1.5% Long Return -1.5% Short Return -
Average Return
7d +0.2%
30d -1.7%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
APA APA Corp... APA Corporation Com...
Long
Apr 24
$38.30
-1.3%
APA offers cheap energy exposure with yield.
APA is a diversified energy producer with 12% total yield (buybacks and dividends), trades at 7x earnings, and benefits from US production and potential Middle East crisis as a tail hedge.
Energy
YOUTUBE
AVGO Broadcom Inc. Broadcom Inc.
Long
Apr 24
$426.51
+12.9%
Broadcom benefits from hyperscaler AI spending.
Broadcom is positioned to win as hyperscalers increase spending on custom silicon and data center networking; 60% revenue growth, industry-leading profitability, and strong momentum justify owning the stock even at all-time highs.
AI/Semi
YOUTUBE
BMNR BitMine ... BitMine Immersion T...
Long
Apr 24
$22.38
-19.9%
BMNR offers Ethereum yield and upside.
BMNR (Bitmine) holds Ethereum and generates staking yield (3-4%), plus investments in moonshots like MrBeast; it is a bridge for institutions to access Ethereum's infrastructure and earn yield, not just price appreciation.
Crypto
YOUTUBE
BX Blackstone Inc. Blackstone Inc.
Long
Apr 24
$123.11
-4.8%
Buy GP stocks KKR and Blackstone.
General partner equities like KKR and Blackstone are better than private credit products because the stocks have been cut in half while the underlying credit trades at par, offering a discount on a two-year view.
Fintech
YOUTUBE
GILD Gilead S... Gilead Sciences Inc.
Long
Apr 24
$131.98
-3.3%
Gilead has strong HIV franchise and pipeline.
Gilead is dominant in HIV, has a strong oncology pipeline with 50 drugs in development, and offers upside as pipeline progress unfolds; a stable healthcare name in an expensive market.
Healthcare
YOUTUBE
KKR KKR & Co. Inc. KKR & Co. Inc.
Long
Apr 24
$101.61
-7.4%
Buy GP stocks KKR and Blackstone.
General partner equities like KKR and Blackstone are better than private credit products because the stocks have been cut in half while the underlying credit trades at par, offering a discount on a two-year view.
Fintech
YOUTUBE
LRCX Lam Rese... Lam Research Corporation
Long
Apr 24
$264.89
+25.5%
Lam Research is a chip equipment monopoly.
Lam Research controls the chip manufacturing equipment market with an effective monopoly; essential for semiconductor fabrication and has rallied 170% since last August but still has upside.
AI/Semi
YOUTUBE
NRG NRG Energy, Inc. NRG Energy, Inc.
Long
Apr 24
$154.50
-13.6%
NRG rides AI power bottleneck.
NRG is a derivative beneficiary of AI power demand, converting natural gas to electricity for data centers via unique 'bring your own power' deals; trading at 16x earnings with room to run.
Energy
YOUTUBE
Showing 8 of 8 picks ยท sorted by mentions