Calls
8
#863
Alpha Score 52.8
Simeon McMillan
Media analyst, Accrued Interest
Win Rate
75.0%
return
+4.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Jun 28
$164.00
+1.0%
Simeon says he has been bearish on Nexstar, which he associates with the less powerful second- and third-tier local TV markets, while Fox's top-15 market stations are more powerful. Nexstar's CW is described as a distant fifth broadcast network. The view is brief but explicit.
Streaming
Long
Jun 28
$550.25
+23.7%
Google and Meta are true value stocks: they have strong, growing cash flow and earnings but are perennially doubted, and their multiples have contracted. AI is helping them deliver ads more effectively, ad impressions are spiking, and pricing remains strong. As long as revenue and profits stay there, eventual pullback in AI/capex spending could drive re-rating. Simeon wants to be on record going long both.
Hyperscalers
Long
Jun 28
$334.69
+2.6%
Google and Meta are true value stocks: they have strong, growing cash flow and earnings but are perennially doubted, and their multiples have contracted. AI is helping them deliver ads more effectively, ad impressions are spiking, and pricing remains strong. As long as revenue and profits stay there, eventual pullback in AI/capex spending could drive re-rating. Simeon wants to be on record going long both.
Hyperscalers
Showing 3 of 8 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Simeon McMillan has 8 trade ideas tracked on Buzzberg across 8 tickers since March 2026. Ranked #863 on the Buzzberg Alpha leaderboard. Most covered: META, GOOGL, NFLX.
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
