Calls
8
#526
Alpha Score 71.2
Tae Kim
Senior writer, Barron's; author of The Nvidia Way
Win Rate
87.5%
return
+11.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 28
$594.70
+14.4%
Meta AI capex fears are overdone. The Reuters Zuckerberg quote about agentic AI progressing slower was taken out of context; reports after it said Meta is actually raising capex dramatically, Meta is already getting ROI from AI on ads, and its recent open model was better than expected. The market's fear of a Meta pullback in AI spending is false.
Hyperscalers
Long
Jul 28
$231.00
+8.5%
AI capex fears ignore that hyperscale cloud revenue is growing very fast — Azure about 40%, Google Cloud about 80%, and Amazon high double digits — and inference GPU cloud margins are estimated at 60-80%. If growth continues, today's data center capex generates large free cash flow in 12-18 months, making Microsoft, Alphabet, and Amazon attractive as cloud beneficiaries.
Hyperscalers
Long
Jul 28
$334.23
+2.7%
AI capex fears ignore that hyperscale cloud revenue is growing very fast — Azure about 40%, Google Cloud about 80%, and Amazon high double digits — and inference GPU cloud margins are estimated at 60-80%. If growth continues, today's data center capex generates large free cash flow in 12-18 months, making Microsoft, Alphabet, and Amazon attractive as cloud beneficiaries.
Hyperscalers
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Tae Kim has 8 trade ideas tracked on Buzzberg across 8 tickers since March 2026. Ranked #526 on the Buzzberg Alpha leaderboard. Most covered: META, AMZN, MSFT.
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
