Calls
3
Spencer Cox
Governor, Utah
Win Rate
33.3%
return
+0.7%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 09
$47.39
-12.0%
To power the data center buildout responsibly, Cox says Utah is all-in on nuclear power and was selected for a nuclear life-cycle campus. He adds that the Fervo geothermal project is exploding and Google signed an offtake deal with Fervo, indicating data center power demand is accelerating nuclear and geothermal energy development.
Thematic ETFs
Long
Sep 09
$28.43
-1.3%
Cox says data centers are going to be built because the U.S. is in an AI arms race with China and American AI models need to win. He frames the real issue as doing the buildout the right way with environmental protections and community benefits, implying continued data center construction and infrastructure demand despite local opposition.
Thematic ETFs
Long
Aug 26
$578.51
+15.6%
Meta's monetary penalty could be seen as a rounding error, but the equitable relief imposes real child-safety changes; Cox says this could become a positive for Meta as people see the company actually cares about kids rather than pretending to.
Hyperscalers
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Spencer Cox has 3 trade ideas tracked on Buzzberg across 3 tickers since August 2026. Most covered: META, URA, DTCR.
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
