Calls
10
#661
Alpha Score 46.5
Alastair Pinder
Global Equity Strategist, HSBC
Win Rate
60.0%
return
+2.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 15
$740.91
+4.0%
S&P 500 year-end target 7650-8000 on the back of 27% earnings growth, the strongest since post-COVID, with broad-based beats.
Equity Indexes
Long
Jun 19
$65.71
+5.7%
US banks are an interesting play in a hawkish Fed environment; they benefit from market volatility and from the IPO deals happening on the AI side, providing multiple catalysts for the banking sector.
Thematic ETFs
Long
Jun 19
$659.88
-14.0%
The AI supply chain (picks and shovels) makes more sense than hyperscalers. Monetization of massive capex is uncertain for the next 12‑24 months or longer, but downstream equipment makers are already monetizing that capex and have no problem with it today.
Thematic ETFs
Long
Jun 19
$117.16
+0.1%
The US‑Iran peace deal is a bullish surprise that drives oil lower and inflation expectations lower, removing a major headwind for consumer discretionary sectors. These sectors have lagged the big tech/AI trade, earnings expectations are very low, and there is room for a big beat.
Thematic ETFs
Long
May 19
$79.41
+20.5%
Higher inflation and oil prices boost commodity prices. We are playing the aluminum and copper trends as part of the broader bullish view on Latin American commodities.
Commodities
Long
May 19
$35.90
-0.8%
Higher inflation and higher oil/commodity prices are massively bullish for Latin America. We've been overweight Brazil, and within Brazil the energy and materials space is attractive. Commodity trends like aluminum and copper are key plays.
Equity Indexes
Long
May 18
$1837000.00
-8.1%
Korean memory names (Samsung, SK hynix) are a compelling AI play because they trade at only 6x earnings and have entered 3-5 year long-term supply agreements with hyperscalers, providing rare earnings visibility. 20% of hyperscaler capex flows to Korean memory.
AI Memory
Long
May 18
$283000.00
-7.6%
Korean memory names (Samsung, SK hynix) are a compelling AI play because they trade at only 6x earnings and have entered 3-5 year long-term supply agreements with hyperscalers, providing rare earnings visibility. 20% of hyperscaler capex flows to Korean memory.
AI Memory
Long
May 15
$91.28
+17.9%
Overweight Taiwan as a key beneficiary of AI capex spending; semiconductor names like TSMC dominate and trade on attractive multiples.
Equity Indexes
Long
May 15
$50.44
+6.2%
Prefer physical sectors (industrials, materials, utilities) over pure digital plays as AI shifts to infrastructure and physical economy; these sectors benefit from AI capex and are less vulnerable to disruption.
Thematic ETFs
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Alastair Pinder has 10 trade ideas tracked on Buzzberg across 10 tickers since May 2026. Ranked #661 on the Buzzberg Alpha leaderboard. Most covered: SPY, SMH, COPPER.
