Calls
2
u/Sweet-Confection-690
Reddit r/ValueInvesting
Win Rate
100.0%
return
+14.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 10
$207.36
+20.9%
The author argues Amazon's operating cash flow is growing 13-48% annually, indicating the business is healthy despite market fears of collapsing free cash flow. The mechanism is that AI infrastructure capex (part of a $1 trillion spend across the three firms FY23-FY26) temporarily depresses FCF in 2026, but FCF should explode in 2027-2028 once capex moderates. The author discloses holding Amazon. Main risk is the capex surge persisting longer than expected.
Hyperscalers
Long
Feb 10
$318.37
+8.9%
The author argues Alphabet's operating cash flow is growing 13-48% annually, showing the underlying business is healthy despite market panic over collapsing free cash flow. The mechanism is that heavy AI infrastructure capex (part of a $1 trillion spend across the three firms FY23-FY26) temporarily depresses FCF in 2026, but FCF should explode in 2027-2028 once capex moderates. The author discloses holding Alphabet. Main risk is the capex surge persisting longer than expected.
Hyperscalers
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u/Sweet-Confection-690 has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: AMZN, GOOGL.
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
