Calls
2
Seema Mody
Technology and Global Markets Correspondent, CNBC
Win Rate
50.0%
return
+19.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 24
$1069.59
-13.8%
GE Vernova is a leader in gas turbines with order book sold out until 2029, driven by hyperscaler demand for AI data center power; data center orders are only 20% of the book with expectation to grow, and the company's operational lead over Mitsubishi and Siemens supports continued stock outperformance.
Grid Equipment
Long
May 28
$243.93
+53.3%
Snowflake is benefiting from being a partner to AI giants like OpenAI and Anthropic rather than a competitor, evidenced by record net new product revenue, strong reception to its AI coating agent, and a $6 billion cloud infrastructure deal with AWS using Amazon's custom chips.
AI Software
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Seema Mody has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: GEV, SNOW.
