What are Ted Mortonson's latest trade ideas?

Buzzberg tracks 6 AI-analyzed trade ideas from Ted Mortonson. View bullish and bearish calls with confidence scores.

What is Ted Mortonson's track record on Buzzberg?

Ted Mortonson has 6 AI-analyzed trade ideas tracked on Buzzberg with a credibility score of 5.0. Coverage includes META, MSFT, NVDA and other tickers.

Ted Mortonson 5.0 6 ideas

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6 thesis opens · 6 long · 0 short

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#	Ticker	Name	Stance	Conv	Entry	Theme	Thesis	Mentioned	Src
1	NVDA	NVIDIA Corporation	LONG	HIGH	$208.27	AI/Semi	NVIDIA has locked up its supply chain, invested heavily in Intel, and generates massive fr…	Apr 24	YOUTUBE
2	AVGO	Broadcom Inc.	LONG	HIGH	$416.50	AI/Semi	Broadcom has sophisticated supply chains and aggressive free cash flow, making it a necess…	Apr 24	YOUTUBE
3	GFS	GlobalFoundries	LONG	MED	$62.20	AI/Semi	Global Foundries is an undiscovered name with huge optical exposure and lead times extendi…	Apr 24	YOUTUBE
4	GOOGL	Alphabet Inc. (Class A)	LONG	HIGH	$339.41	AI/Semi	Google, Meta, and Microsoft are worldwide monopolies with years-ahead technology advantage…	Apr 24	YOUTUBE
5	META	Meta Platforms, Inc.	LONG	HIGH	$671.35	AI/Semi	Google, Meta, and Microsoft are worldwide monopolies with years-ahead technology advantage…	Apr 24	YOUTUBE
6	MSFT	Microsoft Corporation	LONG	HIGH	$419.72	AI/Semi	Google, Meta, and Microsoft are worldwide monopolies with years-ahead technology advantage…	Apr 24	YOUTUBE

Positions

TickerDirEntryP&LDate

NVDA LONG $208.27 Apr 24

AVGO LONG $416.50 Apr 24

GFS LONG $62.20 Apr 24

GOOGL LONG $339.41 Apr 24

META LONG $671.35 Apr 24

MSFT LONG $419.72 Apr 24

▶ YouTube Bloomberg Surveillance 4/24/2026

NVIDIA is a core long-term buy.

NVIDIA has locked up its supply chain, invested heavily in Intel, and generates massive free cash flow ($35 billion last quarter). It remains the core hold for any semiconductor portfolio with aggressive free cash flow and competitive advantages.

NVDA HIGH Bloomberg Markets Apr 24, 15:23

Ted Mortonson

▶ YouTube Bloomberg Surveillance 4/24/2026

Broadcom is a key semi holding.

Broadcom has sophisticated supply chains and aggressive free cash flow, making it a necessary holding for a semiconductor portfolio alongside NVIDIA.

AVGO HIGH Bloomberg Markets Apr 24, 15:23

Ted Mortonson

▶ YouTube Bloomberg Surveillance 4/24/2026

Global Foundries benefits from optical demand.

Global Foundries is an undiscovered name with huge optical exposure and lead times extending to 40 weeks, which should drive better utilization and growth as the semiconductor upcycle continues.

GFS HIGH Bloomberg Markets Apr 24, 15:23

Ted Mortonson

▶ YouTube Bloomberg Surveillance 4/24/2026

Mega-cap tech monopolies stay overweight.

Google, Meta, and Microsoft are worldwide monopolies with years-ahead technology advantages, strong free cash flow from core businesses, and the ability to fund enormous AI capex. Institutional investors will remain overweight these positions for some time.

GOOGL META MSFT HIGH Bloomberg Markets Apr 24, 15:23

Ted Mortonson