Calls
4
Sarah Kunst
Cleo Capital Founder
Win Rate
0.0%
return
-11.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 10
$355.65
-4.9%
Alphabet is still overlooked and combines what investors want from Oracle, OpenAI, Anthropic, SpaceX and Tesla all under one roof, at a much lower relative valuation.
Hyperscalers
Short
Aug 03
$111.90
-34.6%
SpaceX faces a major lockup expiration that could unleash selling pressure. Elon Musk’s pattern of overpromising and under-delivering is eroding credibility, and the company’s fundamentals do not justify a valuation north of a trillion dollars.
Space
Long
Jul 13
$1902000.00
-4.7%
SK Hynix sell-off is not a structural problem; it is profit-taking after a 500% gain. US investors now have easier access via US listing, driving demand. Korean companies trade at a discount to overbought names like Nvidia and TSMC, making SK Hynix a better-priced AI/semi play. Persistent memory chip shortages beyond 2030 support pricing power for memory makers.
AI Memory
Long
Jul 13
$433.00
-0.2%
Taiwan Semiconductor is one of her favorite names. Asia's semiconductor fabs and the entire ecosystem have demonstrated strong demand over the past years, and TSMC remains a core AI/semiconductor holding.
Foundry Equipment
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Sarah Kunst has 4 trade ideas tracked on Buzzberg across 4 tickers since May 2026. Most covered: GOOGL, TSM, 000660.KS.
