Calls
5
#616
Alpha Score 41.1
Sharon Bell
Goldman Sachs
Win Rate
40.0%
return
-3.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 18
$37.05
+10.8%
European banks are attractive because they benefit from higher interest rates and a steeper yield curve, and as long as there is no recession, they will perform well.
Equity Indexes
Long
May 18
$71.34
-1.0%
European tech stocks are relatively cheaper than their U.S. peers and still have significant growth potential, making them a good opportunity.
Equity Indexes
Long
Jun 04
$88.50
+0.3%
European companies in industrials, utilities, energy, and telecoms are needed for AI infrastructure buildout and offer better value than expensive US tech stocks, making them attractive investments.
Equity Indexes
Long
May 27
$10.74
-23.5%
European technology companies are direct beneficiaries of the AI transformation and have attractive growth prospects. Despite fewer pure-play AI names than the US, European tech offers exposure to the AI hardware and software ecosystem with less concentration risk.
Autos & EV
Long
Feb 12
$43.96
-5.0%
Bell notes US markets are expensive and concentrated. Europe offers exposure to "Old Economy" sectors (Industrials, Materials) and trades at lower valuations (UK at 13.5x PE). As investors seek diversification away from the US Dollar and US Tech concentration, flows will move to cheaper, cyclical markets like Europe and the UK. LONG Europe/UK as a valuation and currency diversification play. European economic growth remains stagnant compared to the US.
Bell notes US markets are expensive and concentrated. Europe offers exposure to "Old Economy" sectors (Industrials, Materials) and trades at lower valuations (UK at 13.5x PE). As investors seek diversification away from the US Dollar and US Tech concentration, flows will move to cheaper, cyclical markets like Europe and the UK. LONG Europe/UK as a valuation and currency diversification play. European economic growth remains stagnant compared to the US.
Equity Indexes
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Sharon Bell has 5 trade ideas tracked on Buzzberg across 5 tickers since February 2026. Ranked #616 on the Buzzberg Alpha leaderboard. Most covered: EUFN, IEUS, DAX.
