#344 Alpha Score 52.0

tacticzh

@tacticzh · tracked since Feb 2026
344
BUZZBERG Alpha Score combines three things: realized average return, confidence in the sample size, idea volume, and speaker reputation. Speakers with only a few calls are pulled closer to the platform average; speakers with many evaluated ideas keep more of their own return. Reputation only boosts: 5.0 or lower is neutral, while scores above 5 add weight. Scores are normalized to 0-100; 100 is best. Read the FAQ
Alpha Score 52.0
Calls 9 251 Posts tracked · 2.9/day
Calls
7d 0
30d 4
90d 9
Best Calls
NBIS long +39.0%
NVO long +18.0%
TSM long +1.8%
Worst Calls
NOW long -13.1%
CSU.TO long -3.6%
DLO long -3.1%
Most Mentioned
NVO ×5
NBIS ×3
ALSTI.PA ×2
Recent Calls
NVO long 2 months ago
CSU.TO long 2 months ago
NOW long 2 months ago
Win Rate 33% Long 9 Short 0
Win Rate
7d 50%
30d 50%
90d —
Average Return +4.0% Long Return +4.0% Short Return -
Average Return
7d +4.5%
30d -2.7%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
NVO Novo Nordisk A/S Novo Nordisk A/S
Long
Feb 28
$37.45
+18.0%
Long NVO — down 40% from Jan highs and 75% from ATH despite record Wegovy pill launch, competitive pipeline, 80%+ gross margins, 28% ROIC, $2.25B buyback, 5% dividend, obesity sector tailwind.
Long NVO — down 40% from Jan highs and 75% from ATH despite record Wegovy pill launch, competitive pipeline, 80%+ gross margins, 28% ROIC, $2.25B buyback, 5% dividend, obesity sector tailwind.
Healthcare
TWITTER
NBIS Nebius G... Nebius Group N.V. C...
Long
May 01
$150.54
+39.0%
Long NBIS — first 5-bagger in speaker's portfolio with cost basis of $24; confirms active long-time holding of Nebius.
Long NBIS — first 5-bagger in speaker's portfolio with cost basis of $24; confirms active long-time holding of Nebius.
NeoCloud
TWITTER
ASML ASML Hol... ASML Holding N.V.
Long
May 20
$1632.90
-0.1%
Long ASML and TSM as true bottlenecks in the semiconductor supply chain; over a 5-10 year horizon they will outperform transient bottleneck plays.
Long ASML and TSM as true bottlenecks in the semiconductor supply chain; over a 5-10 year horizon they will outperform transient bottleneck plays.
AI/Semi
TWITTER
TSM Taiwan S... Taiwan Semiconducto...
Long
May 20
$404.52
+1.8%
Long ASML and TSM as true bottlenecks in the semiconductor supply chain; over a 5-10 year horizon they will outperform transient bottleneck plays.
Long ASML and TSM as true bottlenecks in the semiconductor supply chain; over a 5-10 year horizon they will outperform transient bottleneck plays.
AI/Semi
TWITTER
SPGI S&P Global Inc. S&P Global Inc.
Long
May 19
$417.60
-1.2%
Buy SPGI for its strong duopoly with MCO and wide moat, mispriced in the SaaS selloff at historically low forward PE.
Buy SPGI for its strong duopoly with MCO and wide moat, mispriced in the SaaS selloff at historically low forward PE.
Fintech
TWITTER
DLO DLocal Limited DLocal Limited
Long
Mar 18
$12.10
-3.1%
Long DLO — stellar performance regardless of market reaction: TPV +60% YoY, gross profit +37% YoY, NRR 162%, take rates declining as expected.
Long DLO — stellar performance regardless of market reaction: TPV +60% YoY, gross profit +37% YoY, NRR 162%, take rates declining as expected.
Fintech
TWITTER
MELI MercadoL... MercadoLibre Inc.
Long
Mar 13
$1669.19
-1.4%
Long MELI — 28 straight quarters of 30%+ revenue growth, stock flat over 5 years; now at forward PE of 29 and EV/Sales of 2.4 — sarcastic framing emphasizes how cheap MELI looks for a top-tier growth compounder.
Long MELI — 28 straight quarters of 30%+ revenue growth, stock flat over 5 years; now at forward PE of 29 and EV/Sales of 2.4 — sarcastic framing emphasizes how cheap MELI looks for a top-tier growth compounder.
Consumer
TWITTER
NOW ServiceNow, Inc. ServiceNow, Inc.
Long
Mar 11
$114.89
-13.1%
Long NOW — heavily sold off in SaaS meltdown; one of the handful of SaaS companies that fits the criteria for surviving the AI shift; not cheap but worth picking.
Long NOW — heavily sold off in SaaS meltdown; one of the handful of SaaS companies that fits the criteria for surviving the AI shift; not cheap but worth picking.
AI/Semi
TWITTER
CSU.TO Constell... Constellation Software Inc.
Long
Mar 06
$2877.38
-3.6%
Long CSU (Constellation Software) — speaker calls it 'easiest buy in the market' at $2300; argues CSU is insulated from macro/geopolitical noise like Iran conflict.
Long CSU (Constellation Software) — speaker calls it 'easiest buy in the market' at $2300; argues CSU is insulated from macro/geopolitical noise like Iran conflict.
Other
TWITTER
Showing 9 of 9 picks · sorted by mentions