Calls
59
#385
Alpha Score 81.3
Tim Seymour
Seymour Asset Management, Fast Money Trader
Win Rate
55.2%
return
+8.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 27
$226.29
-1.7%
Marvell sits between chip makers and hyperscalers in hot networking/data center AI picks-and-shovels territory and guidance was fantastic, but the multiple is uncertain. He would rather own NVIDIA here at a much more attractive valuation.
AI Compute
Long
Aug 18
$4.58
+7.6%
The Curaleaf-Aurora bid highlights multiple bullish subplots for the cannabis industry: Canadian companies like Aurora have cleaned up balance sheets, excess capacity now has international destinations, Europe is growing about 27% year over year, Curaleaf has free cash flow for cash-plus-stock M&A, and consolidation could put a Nasdaq listing at stake.
Thematic ETFs
Long
Jul 30
$215.14
-1.2%
The broadening of the market into equal-weight S&P 500 (RSP) is supported by fundamentals like margin and EPS growth that are alive and well, and the broader economy will keep driving a more equal-weighted market.
Equity Indexes
Showing 3 of 59 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Tim Seymour has 59 trade ideas tracked on Buzzberg across 59 tickers since January 2026. Win rate 55% across 58 evaluated calls, average return +8.3%. Ranked #385 on the Buzzberg Alpha leaderboard. Most covered: SMH, EWY, AAPL.
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
