#460 Alpha Score 56.4

Anushka Gupta

Goldman Sachs Apex Head of Americas
· tracked since Jun 2026
460
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Alpha Score 56.4
Calls
5
Win Rate
40.0%
return
-0.1%
Calls 5 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 5
Best Calls
XLV Long +9.5%
SPY Long +2.2%
Worst Calls
AIQ Long -6.6%
EEM Long -3.5%
EFA Short -2.0%
Most Mentioned
SPY ×1
EFA ×1
XLV ×1
Recent Calls
EFA Short 1 month ago
EEM Long 1 month ago
BANK Long 1 month ago
Win Rate 40% Long 4 Short 1
Win Rate
7d 60%
30d 80%
90d
Average Return -0.1% Long Return +0.4% Short Return -2.0%
Average Return
7d +2.0%
30d +2.8%
90d
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Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 10
$61.30
-6.6%
AI infrastructure capex supercycle just starting
Invest in the AI infrastructure segment; 50% of S&P 500 EPS growth is tied to AI, over 80% of family offices surveyed are adding AI exposure across public and private markets, and the multi-year capex cycle is just beginning.
Thematic ETFs
Long
Jun 10
$64.66
-3.5%
Long emerging markets short developed international
Favor exposure to emerging markets, funded out of developed international markets, driven by opportunities in semiconductor stocks and attractive EM growth.
Equity Indexes
Short
Jun 10
$101.57
-2.0%
Long emerging markets short developed international
Favor exposure to emerging markets, funded out of developed international markets, driven by opportunities in semiconductor stocks and attractive EM growth.
Equity Indexes
Long
Jun 10
$723.37
+2.2%
US equities overweight on earnings growth
US equities deserve an overweight; the US preeminence view is underpinned by constructive earnings growth, with S&P 500 earnings growing 24% this year and 13% next year.
Equity Indexes
Long
Jun 10
$152.60
+9.5%
Health care benefits from AI efficiencies
Health care is a direct beneficiary of AI, which is driving down costs and creating increasing efficiency from a data perspective, making the sector attractive.
Thematic ETFs
Showing 5 of 5 calls · sorted by mentions

Anushka Gupta has 5 trade ideas tracked on Buzzberg across 5 tickers since June 2026. Ranked #460 on the Buzzberg Alpha leaderboard. Most covered: SPY, EFA, XLV.