Calls
3
Ulrike Hoffmann-Burchardi
CIO, UBS Global Wealth Management
Win Rate
33.3%
return
-4.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 04
$616.55
-11.6%
AI is the dividing line for geopolitics and the economy; to be on the right side, you must be the leader in AI. Semiconductors are a core enabler of AI and have lifted the market, making them a key investment thesis tied to AI leadership.
Thematic ETFs
Long
May 15
$171.77
+0.7%
Prefer physical sectors (industrials, materials, utilities) over pure digital plays as AI shifts to infrastructure and physical economy; these sectors benefit from AI capex and are less vulnerable to disruption.
Thematic ETFs
Long
May 15
$44.15
-3.5%
Prefer physical sectors (industrials, materials, utilities) over pure digital plays as AI shifts to infrastructure and physical economy; these sectors benefit from AI capex and are less vulnerable to disruption.
Thematic ETFs
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Ulrike Hoffmann-Burchardi has 3 trade ideas tracked on Buzzberg across 3 tickers since May 2026. Most covered: SMH, XLI, XLU.
