Calls
67
#64
Alpha Score 95.1
SeekingAlpha
Financial news & analysis platform
Win Rate
65.7%
return
+18.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 11
$419.43
+121.4%
The author is signaling extremely high conviction for a long position in Micron, viewing it as a compelling buy ahead of its upcoming Q2 earnings report.
The author is signaling extremely high conviction for a long position in Micron, viewing it as a compelling buy ahead of its upcoming Q2 earnings report.
AI Memory
Long
Mar 12
$671.25
+13.5%
The trade is to be long the S&P 500 as the author believes the established uptrend will continue, dismissing bearish arguments.
The trade is to be long the S&P 500 as the author believes the established uptrend will continue, dismissing bearish arguments.
Equity Indexes
Long
Mar 12
$402.97
+24.3%
The author recommends buying Microsoft on its current dip, viewing the long-term fundamentals as more important than recent price weakness.
The author recommends buying Microsoft on its current dip, viewing the long-term fundamentals as more important than recent price weakness.
Hyperscalers
Long
Mar 12
$183.00
+18.8%
The author believes the partnership with Palantir will be a massive, long-term driver of value for Nvidia's stock.
The author believes the partnership with Palantir will be a massive, long-term driver of value for Nvidia's stock.
AI Compute
Long
Mar 17
$317.90
+16.6%
The author suggests buying Broadcom as its recent price weakness is caused by poor sentiment rather than fundamentals, presenting a favorable entry point.
The author suggests buying Broadcom as its recent price weakness is caused by poor sentiment rather than fundamentals, presenting a favorable entry point.
AI ASIC
Long
Mar 14
$112.66
+75.6%
The author suggests that the market's positive reaction to Nvidia's investment in Nebius is overblown and does not guarantee future stock performance.
The author suggests that the market's positive reaction to Nvidia's investment in Nebius is overblown and does not guarantee future stock performance.
NeoCloud
Long
Mar 13
$116.78
+59.7%
The stock is a buy based on a quantitative system flagging extremely high revenue growth, strong margins, and numerous positive earnings revisions.
The stock is a buy based on a quantitative system flagging extremely high revenue growth, strong margins, and numerous positive earnings revisions.
AI Photonics
Long
Mar 12
$203.10
+126.1%
The author is upgrading AMD based on the belief that the company is well-positioned to benefit from the emerging "Agentic AI" trend.
The author is upgrading AMD based on the belief that the company is well-positioned to benefit from the emerging "Agentic AI" trend.
AI Compute
Long
Mar 11
$162.65
-13.2%
The author suggests a long position in Oracle, believing there is significant upside potential that outweighs the risks of its high capital expenditures and debt load.
The author suggests a long position in Oracle, believing there is significant upside potential that outweighs the risks of its high capital expenditures and debt load.
Hyperscalers
Long
Mar 28
$610.00
+150.3%
Sandisk is a buy because it is positioned to win following Alphabet's disruptive impact on the memory trade sector.
Sandisk is a buy because it is positioned to win following Alphabet's disruptive impact on the memory trade sector.
AI Memory
Long
Mar 20
$30.61
+13.8%
The author suggests a long position in SCHD as a way to benefit from an anticipated market rotation into high-quality, dividend-yielding equities.
The author suggests a long position in SCHD as a way to benefit from an anticipated market rotation into high-quality, dividend-yielding equities.
Equity Indexes
Long
Mar 16
$632.15
-8.7%
The author makes a clear, long-term bullish call on Meta, arguing it is the best-positioned company among its hyperscaler peers for the coming years.
The author makes a clear, long-term bullish call on Meta, arguing it is the best-positioned company among its hyperscaler peers for the coming years.
Hyperscalers
Long
Mar 25
$16.72
+2.2%
Buy SOFI following the ~25% post-earnings drop, as the company's shift toward fee-based and tech platform revenue is driving margin expansion and promising long-term EPS growth.
Buy SOFI following the ~25% post-earnings drop, as the company's shift toward fee-based and tech platform revenue is driving margin expansion and promising long-term EPS growth.
Payments & Fintech
Long
Mar 17
$83.70
-3.0%
The author presents a "Strong Buy" case for CoreWeave ($CRWV), targeting contrarian investors based on the company's proven high-growth trajectory.
The author presents a "Strong Buy" case for CoreWeave ($CRWV), targeting contrarian investors based on the company's proven high-growth trajectory.
NeoCloud
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SeekingAlpha has 67 trade ideas tracked on Buzzberg across 67 tickers since February 2026. Win rate 66% across 67 evaluated calls, average return +18.9%. Ranked #64 on the Buzzberg Alpha leaderboard. Most covered: MU, SPY, MSFT.
