#1090 Alpha Score 11.7

Speaker 1

· tracked since Jul 2026
1090
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Alpha Score 11.7
Calls
7
Win Rate
28.6%
return
-9.2%
Calls 7 2 Posts tracked · 0.0/day
Calls
7d 0
30d 1
90d 7
Best Calls
034020.KS Long +9.9%
SPY Long +0.3%
Worst Calls
039490.KS Long -21.0%
005940.KS Long -18.5%
000660.KS Long -16.3%
Most Mentioned
META ×1
SPY ×1
000660.KS ×1
Recent Calls
SPY Long 1 week ago
005940.KS Long 1 month ago
039490.KS Long 1 month ago
Win Rate 29% Long 7 Short 0
Win Rate
7d 0%
30d 17%
90d
Average Return -9.2% Long Return -9.2% Short Return -
Average Return
7d -9.6%
30d -11.8%
90d
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Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 18
$767.90
+0.3%
Large-cap strength masks small-cap weakness.
Midterm election-year seasonality in the second half of 2026 typically brings the highest volatility and lowest equity returns of the four-year cycle, raising the risk of continued volatility after the March swoon.
Equity Indexes
Long
Jul 13
$2017000.00
-16.3%
LTAs will stabilize memory makers' earnings volatility.
Memory prices are rising, and the shift towards Long-Term Agreements (LTA) will make earnings more predictable and stabilize stock volatility for major memory makers.
AI Memory
Long
Jul 13
$277000.00
-5.6%
LTAs will stabilize memory makers' earnings volatility.
Memory prices are rising, and the shift towards Long-Term Agreements (LTA) will make earnings more predictable and stabilize stock volatility for major memory makers.
AI Memory
Long
Jul 13
$32650.00
-18.5%
Q2 earnings and ADR listing boost securities.
Q2 earnings for the securities sector are a surprise, and the listing of SK Hynix ADR could boost trading volume and commission income, making large-cap securities stocks a good portfolio addition.
Brokers
Long
Jul 13
$78100.00
+9.9%
AI clusters will drive nuclear power demand.
There is a global shortage of gas turbines, and large-scale AI semiconductor clusters will require significant energy, likely leading to the construction of more nuclear power plants including SMRs.
Grid Equipment
Long
Jul 13
$349500.00
-21.0%
Q2 earnings and ADR listing boost securities.
Q2 earnings for the securities sector are a surprise, and the listing of SK Hynix ADR could boost trading volume and commission income, making large-cap securities stocks a good portfolio addition.
Brokers
Long
Jul 13
$669.21
-13.4%
Meta's AI chip production refutes peak theory.
Meta is planning to mass-produce its own AI chips and is not reducing its investments, indicating that the 'AI peak' theory is premature and the AI investment cycle remains strong.
Hyperscalers
Showing 7 of 7 calls · sorted by mentions

Speaker 1 has 7 trade ideas tracked on Buzzberg across 7 tickers since July 2026. Ranked #1090 on the Buzzberg Alpha leaderboard. Most covered: META, SPY, 000660.KS.