Calls
8
#688
Alpha Score 32.0
Rob Sechan
Managing Partner, NewEdge Wealth
Win Rate
37.5%
return
-5.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 24
$38.30
-8.0%
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.
Oil & Gas
Long
Apr 24
$426.51
-13.1%
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 ASIC
Long
Apr 24
$22.38
-29.9%
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 Treasuries
Long
Apr 24
$123.11
+3.1%
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.
Capital Markets
Long
Apr 24
$131.98
+1.7%
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.
Pharma & Biotech
Long
Apr 24
$101.61
-0.7%
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.
Capital Markets
Long
Apr 24
$264.89
+18.3%
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.
Foundry Equipment
Long
Apr 24
$154.50
-16.4%
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.
Power Producers
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Rob Sechan has 8 trade ideas tracked on Buzzberg across 8 tickers since February 2026. Ranked #688 on the Buzzberg Alpha leaderboard. Most covered: BX, KKR, AVGO.
