InfluAlpha
T

thomas.weber

Trader on InfluAlpha

vs. index
+8.4%
+13.8% raw
Calls logged
9
Scored
9
Win rate · 9 calls
78%
Since
26 May 2026

Every call

9 calls, priced at the close of 23 Oct 2026.

  1. AMCR NYSE Berry merger integration will disappoint. Sell Logged 05 Aug 2026 Entry 47.75 Last 46.28 Return +3.1% vs. index +3.8%
  2. DELL NYSE AI server backlog, boring multiple. Buy Logged 29 Jul 2026 Entry 369.63 Last 452.95 Return +22.5% vs. index +17.8%
  3. NEM NYSE Buy Logged 25 Jul 2026 Entry 93.19 Last 114.11 Return +22.4% vs. index +19.1%
  4. ORCL NYSE Oracle's cloud backlog is the most underappreciated number in tech. Buy Logged 24 Jul 2026 Entry 114.99 Last 125.51 Return +9.1% vs. index +5.8%
  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 176.15 Return +28.6% vs. index +25.8%
  6. SRE NYSE Utility with a data-centre load story. Slow burn. Buy Logged 02 Jun 2026 Entry 89.55 Last 84.77 Return −5.3% vs. index −5.9%
  7. WEGE3 B3 WEG is the Brazilian Siemens at half the price. Buy Logged 02 Jun 2026 Entry 42.00 Last 44.00 Return +4.8% vs. index −12.5%
  8. RCL NYSE Cruise pricing peaked. Consumer is stretched. Sell Logged 28 May 2026 Entry 281.29 Last 286.13 Return −1.7% vs. index −3.0%
  9. UGPA3 B3 Ultrapar: fuel distribution margins normalising, Hidrovias turnaround underway. Buy Logged 26 May 2026 Entry 27.87 Last 39.12 Return +40.4% vs. index +24.4%

Understand these figures or report an error: Methodology Corrections policy