Calls
5
#79
Alpha Score 92.3
Anita Krishna Gupta
CIO, Wealthbrix Capital Partners
Win Rate
40.0%
return
+29.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 05
$411.27
-10.6%
Gold has more upside driven by central bank buying and its increasing role as a reserve currency, while the US dollar is expected to weaken, supporting gold further.
Commodities
Long
Jun 05
$627.53
-11.3%
The AI infrastructure trade remains intact with strong earnings growth in semiconductors (80-90% YoY) and massive hyperscaler capex ($1 trillion by next year). Pullbacks are normal after a 100% rally; the long-term path for AI is clear.
Thematic ETFs
Short
Jun 05
$27.84
-2.0%
The US dollar is overvalued due to safe-haven demand from the conflict; the portfolio is underweight USD and expects it to give up gains as the year progresses.
FX & Currencies
Long
Mar 31
$337.84
+157.4%
The speaker states, "I am still convinced about the hardware space, especially with chips continuing to perform... I'm not bearish on my view of any of these [NVIDIA, Micron]." The speaker acknowledges a recent selloff but attributes it to profit-taking ("they have gone up a lot... giving back more profits") rather than a lack of underlying demand for chips. LONG. The speaker maintains conviction in the chip/hardware sector and the named companies, viewing the dip as a potential opportunity rather than a structural problem. A severe and prolonged global economic slowdown driven by the energy shock could cripple end-demand for chips.
The speaker states, "I am still convinced about the hardware space, especially with chips continuing to perform... I'm not bearish on my view of any of these [NVIDIA, Micron]." The speaker acknowledges a recent selloff but attributes it to profit-taking ("they have gone up a lot... giving back more profits") rather than a lack of underlying demand for chips. LONG. The speaker maintains conviction in the chip/hardware sector and the named companies, viewing the dip as a potential opportunity rather than a structural problem. A severe and prolonged global economic slowdown driven by the energy shock could cripple end-demand for chips.
AI Memory
Long
Mar 31
$174.40
+16.0%
The speaker states, "I am still convinced about the hardware space, especially with chips continuing to perform... I'm not bearish on my view of any of these [NVIDIA, Micron]." The speaker acknowledges a recent selloff but attributes it to profit-taking ("they have gone up a lot... giving back more profits") rather than a lack of underlying demand for chips. LONG. The speaker maintains conviction in the chip/hardware sector and the named companies, viewing the dip as a potential opportunity rather than a structural problem. A severe and prolonged global economic slowdown driven by the energy shock could cripple end-demand for chips.
The speaker states, "I am still convinced about the hardware space, especially with chips continuing to perform... I'm not bearish on my view of any of these [NVIDIA, Micron]." The speaker acknowledges a recent selloff but attributes it to profit-taking ("they have gone up a lot... giving back more profits") rather than a lack of underlying demand for chips. LONG. The speaker maintains conviction in the chip/hardware sector and the named companies, viewing the dip as a potential opportunity rather than a structural problem. A severe and prolonged global economic slowdown driven by the energy shock could cripple end-demand for chips.
AI Compute
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Anita Krishna Gupta has 5 trade ideas tracked on Buzzberg across 5 tickers since March 2026. Ranked #79 on the Buzzberg Alpha leaderboard. Most covered: NVDA, SMH, MU.
