Calls
5
#522
Alpha Score 71.5
Tom Hancock
Portfolio Manager, GMO U.S. Quality ETF Fund
Win Rate
80.0%
return
+19.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 12
$351.61
-1.1%
GMO likes Broadcom as a better way to play the AI chip trade; Broadcom and Alphabet together let investors have exposure across the Nvidia-versus-Broadcom debate and have their cake and eat it too.
AI ASIC
Long
Jan 12
$330.79
+3.8%
Alphabet's ecosystem is coming back into the fore through Gemini and by selling TPUs; its Gemini partnership with Apple makes AI a two-horse race with Nvidia, and GMO likes Alphabet with relative leadership likely continuing through the year.
Hyperscalers
Long
Jan 12
$331.48
+29.7%
TSMC's recent sales numbers were strong and he expects its earnings later in the week to reconfirm that strength, indicating the AI semiconductor supply chain remains very strong.
Foundry Equipment
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Tom Hancock has 5 trade ideas tracked on Buzzberg across 5 tickers since January 2026. Ranked #522 on the Buzzberg Alpha leaderboard. Most covered: GOOGL, TSM, SMH.
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
