Calls
2
Shweta Khajuria
Analyst, Wolfe Research
Win Rate
0.0%
return
-2.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 31
$266.82
-4.7%
Amazon's massive AI investments are already paying off with AWS revenue accelerating to its fastest pace in nearly four years; the company has clear line of sight to returns and AWS alone could drive two-thirds of operating value.
Hyperscalers
Long
Apr 29
$351.87
-0.3%
Alphabet (Google) has a structural advantage over competitors like OpenAI because it is vertically integrated with its own chips, cloud service, and Gemini AI model. As OpenAI struggles to meet sales targets, Google is well-positioned to gain market share, especially in the enterprise cloud and AI space. This positive view is supported by expectations of strong cloud growth and margin expansion.
Hyperscalers
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Shweta Khajuria has 2 trade ideas tracked on Buzzberg across 2 tickers since April 2026. Most covered: GOOGL, AMZN.
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
