Calls
13
#637
Alpha Score 50.1
Mimi Duff
Head of NY Office and Senior Client Advisor, GenTrust
Win Rate
61.5%
return
+1.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 18
$386.20
+2.8%
Real assets such as uranium, gold, and energy-related stocks serve as protection against persistent inflation and instability. Energy producers additionally benefit from the immense energy demands of the AI buildout.
Commodities
Long
Jun 18
$295.08
-1.5%
The rotation out of the Magnificent Seven has more legs as small caps, mid-caps, foreign equities, and the equal-weight S&P 500 outperform. These beneficiaries can adopt the AI trade and become more efficient, sustaining the broad market rally.
Equity Indexes
Long
Jun 18
$47.57
-7.3%
Real assets such as uranium, gold, and energy-related stocks serve as protection against persistent inflation and instability. Energy producers additionally benefit from the immense energy demands of the AI buildout.
Thematic ETFs
Long
Jun 18
$53.87
+20.3%
Real assets such as uranium, gold, and energy-related stocks serve as protection against persistent inflation and instability. Energy producers additionally benefit from the immense energy demands of the AI buildout.
Thematic ETFs
Long
Jun 18
$209.96
+3.5%
The rotation out of the Magnificent Seven has more legs as small caps, mid-caps, foreign equities, and the equal-weight S&P 500 outperform. These beneficiaries can adopt the AI trade and become more efficient, sustaining the broad market rally.
Equity Indexes
Long
Aug 24
$94.84
+0.5%
She holds non-U.S. equities unhedged and favors the Pacific region, including Japan and Korea, because they have beaten the S&P this year and offer diversification away from U.S. dollar and debasement risk.
Equity Indexes
Long
Aug 24
$173.88
+0.5%
She holds non-U.S. equities unhedged and favors the Pacific region, including Japan and Korea, because they have beaten the S&P this year and offer diversification away from U.S. dollar and debasement risk.
Equity Indexes
Long
Jul 17
$230.73
-2.1%
Biotech, defense, and quantum computing are multi-year themes that could benefit as AI implementation expands beyond pure tech.
Thematic ETFs
Long
Jul 17
$141.69
+2.3%
Biotech, defense, and quantum computing are multi-year themes that could benefit as AI implementation expands beyond pure tech.
Thematic ETFs
Long
Jul 17
$69.70
+3.7%
Mid-caps, small-caps, equal-weight S&P 500, and foreign equities have been beating the Mag 7 this year and have more room to run as valuations are more attractive and the economy supports broadening.
Equity Indexes
Long
Jul 17
$154.28
+5.9%
Biotech, defense, and quantum computing are multi-year themes that could benefit as AI implementation expands beyond pure tech.
Thematic ETFs
Long
Jun 18
$77.10
-0.4%
The rotation out of the Magnificent Seven has more legs as small caps, mid-caps, foreign equities, and the equal-weight S&P 500 outperform. These beneficiaries can adopt the AI trade and become more efficient, sustaining the broad market rally.
Equity Indexes
Long
Apr 20
$87.10
-6.1%
On the margin, favor steeper yield curves because if inflation rises due to higher crude oil, the Fed can be patient; conversely, if the labor market weakens materially, the Fed could ease 100-200 basis points. The risk-reward still leans toward lower rates, and not much easing is priced in currently.
Bonds & Rates
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Mimi Duff has 13 trade ideas tracked on Buzzberg across 13 tickers since March 2026. Ranked #637 on the Buzzberg Alpha leaderboard. Most covered: GOLD, URA, IWM.
