Calls
11
#287
Alpha Score 77.8
Will Clemente
Co-Founder, Reflexivity Research
Win Rate
72.7%
return
+8.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 16
$421.78
-4.7%
The tweet highlights
Commodities
Long
Aug 28
$796.03
+1.9%
Buy ZEC under $800 as high-beta BTC exposure; monetary assets can be more reflexive than revenue apps and weekly USD/BTC charts look strong.
Crypto Assets
Long
Mar 04
$11.78
-8.1%
Clemente explicitly states, "I've been kind of shifting my focus towards commodities and energy... oil producers... natural gas." While tech flows are drying up, the energy sector remains a hedge against geopolitical uncertainty and inflation. The explicit mention of "oil producers" and "natural gas" points to sector-wide exposure via ETFs. LONG commodities as a rotation play away from over-crowded tech. Global recession reducing energy demand; de-escalation of geopolitical conflicts dropping premiums.
Clemente explicitly states, "I've been kind of shifting my focus towards commodities and energy... oil producers... natural gas." While tech flows are drying up, the energy sector remains a hedge against geopolitical uncertainty and inflation. The explicit mention of "oil producers" and "natural gas" points to sector-wide exposure via ETFs. LONG commodities as a rotation play away from over-crowded tech. Global recession reducing energy demand; de-escalation of geopolitical conflicts dropping premiums.
Commodities
Long
Mar 04
$56.19
+15.9%
Clemente explicitly states, "I've been kind of shifting my focus towards commodities and energy... oil producers... natural gas." While tech flows are drying up, the energy sector remains a hedge against geopolitical uncertainty and inflation. The explicit mention of "oil producers" and "natural gas" points to sector-wide exposure via ETFs. LONG commodities as a rotation play away from over-crowded tech. Global recession reducing energy demand; de-escalation of geopolitical conflicts dropping premiums.
Clemente explicitly states, "I've been kind of shifting my focus towards commodities and energy... oil producers... natural gas." While tech flows are drying up, the energy sector remains a hedge against geopolitical uncertainty and inflation. The explicit mention of "oil producers" and "natural gas" points to sector-wide exposure via ETFs. LONG commodities as a rotation play away from over-crowded tech. Global recession reducing energy demand; de-escalation of geopolitical conflicts dropping premiums.
Thematic ETFs
Long
Aug 04
$83.46
+7.8%
Buy copper miners as copper shows relative strength among metals, with AI infrastructure demand as a structural tailwind, deliberate dollar-weakening policy from Bessent providing macro support, and low sentiment creating an asymmetric setup.
Thematic ETFs
Short
Jun 01
$146.68
+16.2%
Short MSTR common equity — the reflexive premium-to-NAV flywheel that powered Saylor's BTC accumulation has collapsed (analogous to GBTC's 2021 premium flip), removing the biggest marginal BTC buyer and creating an unsustainable trilemma between preferred shares, BTC holdings, and common equity.
Short MSTR common equity — the reflexive premium-to-NAV flywheel that powered Saylor's BTC accumulation has collapsed (analogous to GBTC's 2021 premium flip), removing the biggest marginal BTC buyer and creating an unsustainable trilemma between preferred shares, BTC holdings, and common equity.
Crypto Treasuries
Long
Mar 30
$33.97
+7.1%
Latin American equities present a compelling long opportunity driven by structural macro improvements and severe fiscal austerity, as exemplified by Argentina's massive public spending cuts.
Latin American equities present a compelling long opportunity driven by structural macro improvements and severe fiscal austerity, as exemplified by Argentina's massive public spending cuts.
Thematic ETFs
Long
Mar 04
$91.56
+54.1%
Clemente explicitly states, "I've been kind of shifting my focus towards commodities and energy... oil producers... natural gas." While tech flows are drying up, the energy sector remains a hedge against geopolitical uncertainty and inflation. The explicit mention of "oil producers" and "natural gas" points to sector-wide exposure via ETFs. LONG commodities as a rotation play away from over-crowded tech. Global recession reducing energy demand; de-escalation of geopolitical conflicts dropping premiums.
Clemente explicitly states, "I've been kind of shifting my focus towards commodities and energy... oil producers... natural gas." While tech flows are drying up, the energy sector remains a hedge against geopolitical uncertainty and inflation. The explicit mention of "oil producers" and "natural gas" points to sector-wide exposure via ETFs. LONG commodities as a rotation play away from over-crowded tech. Global recession reducing energy demand; de-escalation of geopolitical conflicts dropping premiums.
Commodities
Long
Feb 17
$43.71
+0.3%
A long-term bullish view on assets in the US Southeast, driven by corporate and capital migration from high-tax states like New York to business-friendly states like Florida.
A long-term bullish view on assets in the US Southeast, driven by corporate and capital migration from high-tax states like New York to business-friendly states like Florida.
Thematic ETFs
Long
Jan 12
$17.41
+16.0%
The tweet
Commodities
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Will Clemente has 11 trade ideas tracked on Buzzberg across 11 tickers since November 2025. Ranked #287 on the Buzzberg Alpha leaderboard. Most covered: BTC, GOLD, ZEC.
