Calls
2
Sam Palmisano
Former CEO, IBM
Win Rate
50.0%
return
-1.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 21
$35.95
-4.2%
China's cheaper open-source AI models, such as DeepSeek, require less GPU capacity and can be scaled at low cost and high quality to capture the large international market outside the US, repeating its industrial playbook.
Equity Indexes
Long
Aug 21
$161.23
+0.4%
Large hyperscalers are uniquely positioned to make the big near-term AI bets, secure data center capacity and energy, and will likely control the market, while smaller competitors trying to participate are likely to be squeezed out.
Thematic ETFs
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Sam Palmisano has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: FXI, SKYY.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
