Calls
2
Stacy Rasgon
Senior Analyst, U.S. Semiconductors & Semiconductor Capital Equipment, Bernstein Research
Win Rate
50.0%
return
-0.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 15
$224.60
+2.4%
NVIDIA is favorably positioned ahead of its earnings report because the numbers are already low relative to Jensen Huang's Blackwell target of $1 trillion in cumulative revenue over 2025-2027, the AI demand is off the charts, and there is room for the multiple to expand as the narrative resets upward.
AI Compute
Long
Aug 05
$489.91
-2.8%
AMD's Q2 results were solid, with revenue guide above consensus, EPS above, and gross margins in line. The stock fell due to heightened expectations following Intel's strong results, but the fundamental story remains positive. The AI ramp with Helios/Mi450 is a Q4 event that should drive a real inflection, data center should accelerate in the second half, and server CPU demand is very strong, favoring AMD's competitive products.
AI Compute
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Stacy Rasgon has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: NVDA, AMD.
