Calls
3
Seth Carpenter
Morgan Stanley Global Chief Economist & Macro Strategy Head
Win Rate
33.3%
return
-1.8%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 01
$649.00
-14.3%
AI capex spending is creating clear demand for energy, compute, and chips. Morgan Stanley is constructive on this theme through the end of the year and into next year, as the AI buildout continues to add to aggregate demand.
Thematic ETFs
Long
Jul 01
$745.11
-0.5%
Equity market performance is broadening out, with earnings increasing across the board, not only in AI. Morgan Stanley is constructive on the overall direction of US equities.
Equity Indexes
Long
Jul 01
$52.98
+9.5%
AI capex spending is creating clear demand for energy, compute, and chips. Morgan Stanley is constructive on this theme through the end of the year and into next year, as the AI buildout continues to add to aggregate demand.
Thematic ETFs
Showing 3 of 3 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Seth Carpenter has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: SPY, SMH, XLE.
