Buzzberg Cup Live

Sebastian Mallaby

Senior Fellow, Council on Foreign Relations
· tracked since May 2026
Calls
1
Win Rate
0.0%
return
-7.1%
Calls 1 2 Posts tracked · 0.1/day
Calls
7d 0
30d 0
90d 1
Best Calls
No live winners yet
Worst Calls
GOOGL long -7.1%
Most Mentioned
GOOGL ×2
Recent Calls
GOOGL long 1 month ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d —
Average Return -7.1% Long Return -7.1% Short Return -
Average Return
7d -6.4%
30d -11.1%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
GOOGL Alphabet... Alphabet Inc. (Class A)
Long
May 26
$386.75
-7.1%
Google is the winning AI laggard.
Google has a strong competitive position in AI: it is a second-place runner that always ends up winning due to its enormous resources, deep scientific bench, massive consumer surface via search and Android, and ability to monetize AI through higher click rates and charges. Google's profits have doubled since 2022, and its Gemini models are fast and cheap, giving it a commercial advantage. It is about to be embedded in Apple phones, reaching almost every cell phone user globally.
AI/Semi
YOUTUBE
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Sebastian Mallaby has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: GOOGL.