Calls
19
#65
Alpha Score 95.4
Santiago R. Santos
Co-Host, Empire / Founder, Inversion Capital
Win Rate
73.7%
return
+18.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 10
$115.11
-0.5%
After extensive research, Santiago concluded that the ROI of implementing crypto in small traditional businesses is insufficient and that larger platforms like Stripe and Robinhood are much better positioned to capture value from crypto adoption, making their equities attractive investments for those wanting exposure to crypto business transformation.
Brokers
Long
Sep 04
$0.14
-3.3%
Ethereum L1 is capturing only a tiny and falling share of fees from Robinhood/Arbitrum growth, while Arbitrum is positioned to take roughly 10% of Robinhood Chain's fees; among HOOD, ARB and ETH, ETH is the least attractive and hard to justify at its $300B valuation.
Crypto Assets
Long
Jul 17
$160.49
+18.4%
Coinbase's appointment of Kobe to lead trading products is a underappreciated catalyst. Kobe's trader background can improve the product and re-engage active users, similar to Kraken's revitalization under new leadership. Wall Street has not priced in this leadership change.
Crypto Infrastructure
Long
May 14
$796.14
+16.3%
Memory stocks like SanDisk and Micron are rerating because AI agentic workflows require more memory, shifting the industry from cyclical to structural growth. They trade at low forward PEs, have five-year contracts, and the demand for inference memory is secular. I bought spot and auto-call notes.
AI Memory
Long
May 14
$1414.00
+10.1%
Memory stocks like SanDisk and Micron are rerating because AI agentic workflows require more memory, shifting the industry from cyclical to structural growth. They trade at low forward PEs, have five-year contracts, and the demand for inference memory is secular. I bought spot and auto-call notes.
AI Memory
Long
May 01
$0.00
+104.9%
Pump Fun is the cheapest protocol in crypto, trading at half its market cap despite generating over $300 million in annual revenue from memecoin trading. The business has strong cash flow and durability, making the token undervalued relative to its fundamentals.
Crypto Assets
Long
Jul 31
$0.08
+79.2%
Amidst low TVL, increased hacks, and declining user activity on Ethereum L2s, DeFi applications like Uniswap and Ethena stand to benefit more than the infrastructure layers such as Arbitrum and Ethereum; the value accrual may shift to applications.
Crypto Assets
Long
Jul 31
$538.90
+1.0%
AI and semiconductor capex remains robust as Meta, Microsoft, and Google maintain or increase capex guidance; the useful life of GPU racks is longer than anticipated, supporting the long-term AI investment case; the AI trade is still very much intact despite volatility.
Thematic ETFs
Long
Jul 10
$67.97
+18.7%
In the current market, pure-play, single-token ecosystems like Ethereum, Solana, and Hyperliquid are the best-performing and most straightforward vehicles for betting on crypto growth. Projects with dual token/equity structures will be discounted, making these clean tokens the preferred expression for long-term ecosystem bets.
Crypto Assets
Long
May 29
$41.58
+7.5%
MicroStrategy's financial engineering (leveraged Bitcoin via convertible debt and equity) creates NAV compression risk and may require more Bitcoin sales if dividend coverage shrinks. Directly owning Bitcoin through the spot ETF IBIT is a cleaner, less risky way to gain exposure to Bitcoin.
Thematic ETFs
Long
Sep 04
$15.65
-7.7%
Remittance-only businesses are low-margin and lack customer loyalty; long-term value accrues to whoever owns deposits. Felix Pago's partnerships drive deposit growth to Nubank, so investors should prefer owning the deposit-owning institution, Nubank, rather than the remittance wedge.
Payments & Fintech
Long
Aug 28
$188.61
-2.1%
In a scenario of untenable US government debt and potential currency debasement, investors should hide in inflation-proof assets, specifically technology, because it produces the most growth.
Thematic ETFs
Long
Aug 14
$1651500.00
+2.8%
AI capex is climbing, neocloud contracts are being renewed, and AI hardware life is extending. Santi sees memory and semiconductors as a new long-term AI-driven upcycle, comparing memory today to Nvidia's earlier AI breakout, and says he would add to Micron on weakness.
AI Memory
Long
Aug 03
$162.12
+3.4%
Santiago is long pharmaceutical companies that own large proprietary datasets because AI can analyze cross-domain relationships across the data to accelerate drug discovery, and he believes these data-rich pharma companies will gain an edge as AI breaks through academic and scientific bottlenecks.
Thematic ETFs
Long
Jul 31
$4.48
+49.3%
Amidst low TVL, increased hacks, and declining user activity on Ethereum L2s, DeFi applications like Uniswap and Ethena stand to benefit more than the infrastructure layers such as Arbitrum and Ethereum; the value accrual may shift to applications.
Crypto Assets
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Santiago R. Santos has 19 trade ideas tracked on Buzzberg across 19 tickers since February 2026. Win rate 74% across 19 evaluated calls, average return +18.7%. Ranked #65 on the Buzzberg Alpha leaderboard. Most covered: HOOD, COIN, MU.
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
