Calls
3
Mayuranki De
Vice President of ETF Strategy, Raymond James
Win Rate
66.7%
return
+1.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 22
$209.58
+5.5%
ETF flow data shows investors rotating out of concentrated mega-cap tech ETFs (MAGS) into equal-weight S&P 500 (RSP), reflecting apprehension about big tech leadership and a desire for broader market exposure.
Equity Indexes
Long
Aug 10
$214.62
+0.4%
Waste Management (WM) and Republic Services (RSG) have the strongest inverse correlation to AI/DRAM, making them effective hedges if the AI bubble bursts. They represent stable, garbage-collection businesses that should hold up when AI-related trades unwind.
Construction & Infrastructure
Long
Aug 10
$226.60
-0.1%
Waste Management (WM) and Republic Services (RSG) have the strongest inverse correlation to AI/DRAM, making them effective hedges if the AI bubble bursts. They represent stable, garbage-collection businesses that should hold up when AI-related trades unwind.
Construction & Infrastructure
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Mayuranki De has 3 trade ideas tracked on Buzzberg across 3 tickers since May 2026. Most covered: SPY, WM, RSG.
