Calls
5
#577
Alpha Score 49.8
Marija Veitmane
State Street Global Markets Head of Research
Win Rate
80.0%
return
+4.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 14
$179.60
+4.8%
Tech is the only sector with strong and predictable earnings growth and margins resilience. It is driving the market higher, and despite narrow leadership, we remain bullish on stocks because of tech. Other sectors are not showing similar earnings strength.
Thematic ETFs
Short
Jul 24
$67.93
-6.8%
U.S. equities are preferred over European equities due to stronger and more predictable earnings; European companies face challenges in delivering on optimistic expectations.
Equity Indexes
Long
Jul 24
$88.19
+16.8%
Tech, particularly semiconductors and software, is the only sector offering stable, predictable earnings growth; the recent sell-off is a buying opportunity.
Thematic ETFs
Long
Jul 24
$569.26
+2.6%
Tech, particularly semiconductors and software, is the only sector offering stable, predictable earnings growth; the recent sell-off is a buying opportunity.
Thematic ETFs
Long
Jul 24
$741.25
+4.2%
U.S. equities are preferred over European equities due to stronger and more predictable earnings; European companies face challenges in delivering on optimistic expectations.
Equity Indexes
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Marija Veitmane has 5 trade ideas tracked on Buzzberg across 5 tickers since May 2026. Ranked #577 on the Buzzberg Alpha leaderboard. Most covered: XLK, IGV, SPY.
