InfluAlpha

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T

thomas.weber

Trader on InfluAlpha

vs. index
+21.9%
+25.5% raw
Calls logged
9
Scored
9
Win rate · 9 calls
89%
Since
26 May 2026

Every call

9 calls, priced at the close of 08 Sep 2026.

  1. AMCR NYSE Berry merger integration will disappoint. Sell Logged 05 Aug 2026 Entry 47.75 Last 45.15 Return +5.4% vs. index +5.4%
  2. DELL NYSE AI server backlog, boring multiple. Buy Logged 29 Jul 2026 Entry 369.63 Last 524.14 Return +41.8% vs. index +36.2%
  3. NEM NYSE Buy Logged 25 Jul 2026 Entry 93.19 Last 128.09 Return +37.5% vs. index +33.2%
  4. ORCL NYSE Oracle's cloud backlog is the most underappreciated number in tech. Buy Logged 24 Jul 2026 Entry 114.99 Last 158.78 Return +38.1% vs. index +33.9%
  5. AEM NYSE Gold miners still lag the metal. Agnico is the lowest-risk way to close the gap. Buy Logged 18 Jul 2026 Entry 136.97 Last 204.73 Return +49.5% vs. index +45.9%
  6. SRE NYSE Utility with a data-centre load story. Slow burn. Buy Logged 02 Jun 2026 Entry 89.55 Last 84.04 Return −6.2% vs. index −7.6%
  7. WEGE3 B3 WEG is the Brazilian Siemens at half the price. Buy Logged 02 Jun 2026 Entry 42.00 Last 51.74 Return +23.2% vs. index +17.1%
  8. RCL NYSE Cruise pricing peaked. Consumer is stretched. Sell Logged 28 May 2026 Entry 281.29 Last 265.19 Return +5.7% vs. index +3.7%
  9. UGPA3 B3 Ultrapar: fuel distribution margins normalising, Hidrovias turnaround underway. Buy Logged 26 May 2026 Entry 27.87 Last 37.42 Return +34.3% vs. index +29.3%