#306 Alpha Score 70.0

Troy Gayeski

Chief Market Strategist, Invesco
· tracked since Apr 2026
306
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Alpha Score 70.0
Calls
5
Win Rate
60.0%
return
+5.4%
Calls 5 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
SMH Long +19.7%
XLK Long +13.2%
MAGS Long +1.4%
Worst Calls
BOTZ Long -6.8%
XLU Long -0.3%
Most Mentioned
SMH ×1
XLK ×1
BOTZ ×1
Recent Calls
MAGS Long 3 months ago
SMH Long 3 months ago
XLU Long 3 months ago
Win Rate 60% Long 5 Short 0
Win Rate
7d 100%
30d 80%
90d 60%
Average Return +5.4% Long Return +5.4% Short Return -
Average Return
7d +2.6%
30d +9.9%
90d +5.5%
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Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 21
$37.13
-6.8%
AI infrastructure offers growth at reasonable prices.
The biggest exposure to benefit clients is through AI infrastructure plays such as digital infrastructure financing, power control systems, and those involved in rack and cooling. This offers a powerful way to capitalize on AI growth without paying unreasonable prices, as middle market private equity provides entry at 7-13 times earnings versus public markets like the Russell 2000 trading at 19 times.
Thematic ETFs
Long
Apr 21
$65.75
+1.4%
Big tech stocks are attractive due to low multiples.
Hyperscalers or the Magnificent Seven minus Tesla are at borderline growth at a reasonable price levels, with the lowest multiples they've been in quite some time and still tremendous growth in the near term, making them attractive for investment.
Thematic ETFs
Long
Apr 21
$464.74
+19.7%
AI infrastructure offers growth at reasonable prices.
The biggest exposure to benefit clients is through AI infrastructure plays such as digital infrastructure financing, power control systems, and those involved in rack and cooling. This offers a powerful way to capitalize on AI growth without paying unreasonable prices, as middle market private equity provides entry at 7-13 times earnings versus public markets like the Russell 2000 trading at 19 times.
Thematic ETFs
Long
Apr 21
$154.96
+13.2%
AI infrastructure offers growth at reasonable prices.
The biggest exposure to benefit clients is through AI infrastructure plays such as digital infrastructure financing, power control systems, and those involved in rack and cooling. This offers a powerful way to capitalize on AI growth without paying unreasonable prices, as middle market private equity provides entry at 7-13 times earnings versus public markets like the Russell 2000 trading at 19 times.
Thematic ETFs
Long
Apr 21
$45.09
-0.3%
AI infrastructure offers growth at reasonable prices.
The biggest exposure to benefit clients is through AI infrastructure plays such as digital infrastructure financing, power control systems, and those involved in rack and cooling. This offers a powerful way to capitalize on AI growth without paying unreasonable prices, as middle market private equity provides entry at 7-13 times earnings versus public markets like the Russell 2000 trading at 19 times.
Thematic ETFs
Showing 5 of 5 calls · sorted by mentions

Troy Gayeski has 5 trade ideas tracked on Buzzberg across 5 tickers since April 2026. Ranked #306 on the Buzzberg Alpha leaderboard. Most covered: SMH, XLK, BOTZ.