Calls
4
Jay Hatfield
CEO, Infrastructure Capital Management
Win Rate
33.3%
return
-3.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 22
$710.42
+4.9%
He has a year-end target of 8000 for the S&P 500, based on consensus earnings estimates of $375 and a P/E of 21.3, and believes the target is conservative and could go higher if interest rates come down.
Equity Indexes
Long
Apr 22
$254.70
-5.4%
Amazon is the poster child for the rotation being overdone. It trades at 22 times earnings with over 20% growth, giving it a PEG ratio of 1, which is more attractive than Walmart's PEG ratio of 4, making it undervalued relative to its growth.
Hyperscalers
Long
Apr 22
$257.48
-
He likes Cheniere Energy (LNG) as a long-term investment in the energy sector. It is a pipeline/infrastructure company that will benefit from the long-term advantage of U.S. natural gas sourcing and is trading at reasonable multiples. It will benefit from the end of the war and long-term demand, despite potential short-term declines when the Strait of Hormuz reopens.
Oil & Gas
Long
Apr 22
$105.50
-9.7%
KKR is one of the best financial services brands in the world, trading at only 10 times earnings, and should trade at a 20-30 multiple. They have permanent capital, limited exposure to private credit, and raised $23 billion last month, indicating strong business momentum.
Capital Markets
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Jay Hatfield has 4 trade ideas tracked on Buzzberg across 4 tickers since April 2026. Most covered: SPY, AMZN, KKR.
