Calls
34
#75
Alpha Score 92.2
stockmarketnerd
Win Rate
67.7%
return
+9.5%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Mar 13
$613.42
+8.9%
Speaker frames META bull case as win-win: 'plan A' = great models + product innovation, 'plan B' = give up and FCF explodes higher — both 'pretty awesome' outcomes for shareholders.
Speaker frames META bull case as win-win: 'plan A' = great models + product innovation, 'plan B' = give up and FCF explodes higher — both 'pretty awesome' outcomes for shareholders.
Hyperscalers
Long
Apr 29
$16.93
+10.9%
Long $SOFI — speaker calls it 'impressive', praises 41% revenue growth and 61% EBITDA growth, expresses frustration that market 'yawned' at those results. Core book name with explicit bull defense.
Long $SOFI — speaker calls it 'impressive', praises 41% revenue growth and 61% EBITDA growth, expresses frustration that market 'yawned' at those results. Core book name with explicit bull defense.
Payments & Fintech
Long
Apr 24
$89.74
+19.5%
Long $NOW — speaker defends ServiceNow against AI-disruption fears by noting 'the thing they're so afraid of disrupting it' (presumably Palantir or another AI co.) runs a portfolio with $NOW as largest position. Core book name.
Long $NOW — speaker defends ServiceNow against AI-disruption fears by noting 'the thing they're so afraid of disrupting it' (presumably Palantir or another AI co.) runs a portfolio with $NOW as largest position. Core book name.
AI Software
Long
Apr 30
$383.06
-6.8%
Long $GOOGL — speaker celebrates 'All Time Highs' and defends Sundar from prior calls for his job. Core book name with explicit positive framing.
Long $GOOGL — speaker celebrates 'All Time Highs' and defends Sundar from prior calls for his job. Core book name with explicit positive framing.
Hyperscalers
Long
Mar 17
$182.78
+15.2%
Speaker endorses NVDA's role in the UBER partnership — 'great driverless software & synthetic data generation'; long-only fundamental writer with positive framing on NVDA's AV-stack capabilities.
Speaker endorses NVDA's role in the UBER partnership — 'great driverless software & synthetic data generation'; long-only fundamental writer with positive framing on NVDA's AV-stack capabilities.
AI Compute
Long
May 04
$147.73
-14.3%
Long $PLTR — speaker calls it 'yet another strong quarter', positive framing of Palantir fundamentals.
Long $PLTR — speaker calls it 'yet another strong quarter', positive framing of Palantir fundamentals.
AI Software
Long
May 07
$182.54
+41.1%
Long $DDOG — speaker calls it 'an excellent quarter', explicit positive framing of fundamentals.
AI Software
Long
Mar 17
$65.79
+7.5%
Speaker endorses Morgan Stanley upgrade — calls it 'much deserved sell side love' citing TSLA partnership, car ramp, and underwriting discipline; long-only fundamental writer expressing bullish conviction.
Speaker endorses Morgan Stanley upgrade — calls it 'much deserved sell side love' citing TSLA partnership, car ramp, and underwriting discipline; long-only fundamental writer expressing bullish conviction.
Insurance
Long
Mar 12
$1648.67
+12.4%
Speaker defends MELI bull case — argues Mr. Market wrongly punishing them for long-term focus on e-commerce market share and growth vectors instead of near-term margin optimization; long-only fundamental writer reaffirming bull thesis.
Speaker defends MELI bull case — argues Mr. Market wrongly punishing them for long-term focus on e-commerce market share and growth vectors instead of near-term margin optimization; long-only fundamental writer reaffirming bull thesis.
Retail & Mobility
Long
May 14
$12.52
+10.2%
Long $NU — Mexico turned net income positive; big milestone, good proof point for Brazil model working in many more places. Bullish citation of leadership.
Long $NU — Mexico turned net income positive; big milestone, good proof point for Brazil model working in many more places. Bullish citation of leadership.
Payments & Fintech
Long
Apr 30
$80.10
+11.3%
Long $TEAM — speaker cites Atlassian results as evidence 'AI isn't killing software', bullish defense of the name implicit by inclusion.
Long $TEAM — speaker cites Atlassian results as evidence 'AI isn't killing software', bullish defense of the name implicit by inclusion.
AI Software
Long
Apr 30
$172.00
+25.0%
Long $TWLO — speaker cites Twilio results as evidence 'AI isn't killing software', bullish framing of software sector resilience.
Long $TWLO — speaker cites Twilio results as evidence 'AI isn't killing software', bullish framing of software sector resilience.
AI Software
Long
Apr 30
$149.50
+31.1%
Long $RDDT — speaker calls it a 'strong $RDDT quarter' with bullish emphasis (👀).
Internet Platforms
Long
Mar 11
$75.30
-0.7%
Speaker frames Uber-Zoox (AMZN) partnership as positive — 'Good to see Amazon embracing Uber for their first major AV ridesharing partnership... makes perfect sense. Still good to see'; long-only fundamental writer reaffirming AV-strategy thesis on UBER.
Speaker frames Uber-Zoox (AMZN) partnership as positive — 'Good to see Amazon embracing Uber for their first major AV ridesharing partnership... makes perfect sense. Still good to see'; long-only fundamental writer reaffirming AV-strategy thesis on UBER.
Retail & Mobility
Long
Jun 18
$242.09
+1.5%
Buy AMZN as AWS enters the external custom chip sales market, following GOOGL's precedent; speaker expects this to become a material new revenue stream for AWS in the near term.
Buy AMZN as AWS enters the external custom chip sales market, following GOOGL's precedent; speaker expects this to become a material new revenue stream for AWS in the near term.
Hyperscalers
Showing 15 of 34 picks · sorted by mentions
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stockmarketnerd has 34 trade ideas tracked on Buzzberg across 34 tickers since March 2026. Win rate 68% across 34 evaluated calls, average return +9.5%. Ranked #75 on the Buzzberg Alpha leaderboard. Most covered: META, SOFI, NOW.
