#301 Alpha Score 60.6

Troy Gayeski

Chief Market Strategist, Invesco
· tracked since Apr 2026
301
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 60.6
Calls 5 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 5
Best Calls
SMH long +33.2%
XLK long +23.9%
BOTZ long +7.8%
Worst Calls
XLU long -2.5%
Most Mentioned
SMH ×1
XLK ×1
BOTZ ×1
Recent Calls
MAGS long 1 month ago
SMH long 1 month ago
XLU long 1 month ago
Win Rate 80% Long 5 Short 0
Win Rate
7d 100%
30d 80%
90d
Average Return +13.5% Long Return +13.5% Short Return -
Average Return
7d +2.6%
30d +9.9%
90d
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 21
$37.13
+7.8%
AI infrastructure offers growth at reasonable prices.
The biggest exposure to benefit clients is through AI infrastructure plays such as digital infrastructure financing, power control systems, and those involved in rack and cooling. This offers a powerful way to capitalize on AI growth without paying unreasonable prices, as middle market private equity provides entry at 7-13 times earnings versus public markets like the Russell 2000 trading at 19 times.
AI/Semi
Long
Apr 21
$65.75
+5.1%
Big tech stocks are attractive due to low multiples.
Hyperscalers or the Magnificent Seven minus Tesla are at borderline growth at a reasonable price levels, with the lowest multiples they've been in quite some time and still tremendous growth in the near term, making them attractive for investment.
Macro
Long
Apr 21
$464.74
+33.2%
AI infrastructure offers growth at reasonable prices.
The biggest exposure to benefit clients is through AI infrastructure plays such as digital infrastructure financing, power control systems, and those involved in rack and cooling. This offers a powerful way to capitalize on AI growth without paying unreasonable prices, as middle market private equity provides entry at 7-13 times earnings versus public markets like the Russell 2000 trading at 19 times.
AI/Semi
Long
Apr 21
$154.96
+23.9%
AI infrastructure offers growth at reasonable prices.
The biggest exposure to benefit clients is through AI infrastructure plays such as digital infrastructure financing, power control systems, and those involved in rack and cooling. This offers a powerful way to capitalize on AI growth without paying unreasonable prices, as middle market private equity provides entry at 7-13 times earnings versus public markets like the Russell 2000 trading at 19 times.
AI/Semi
Long
Apr 21
$45.09
-2.5%
AI infrastructure offers growth at reasonable prices.
The biggest exposure to benefit clients is through AI infrastructure plays such as digital infrastructure financing, power control systems, and those involved in rack and cooling. This offers a powerful way to capitalize on AI growth without paying unreasonable prices, as middle market private equity provides entry at 7-13 times earnings versus public markets like the Russell 2000 trading at 19 times.
Energy
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