Calls
7
#488
Alpha Score 52.1
Viktor Shvets
Head of Global Desk Strategy, Macquarie Capital
Win Rate
42.9%
return
-0.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 20
$1774000.00
+0.1%
AI infrastructure demand remains extremely strong with over $2 trillion in backlog. This supports Nvidia, SK Hynix and Samsung at least through 2026-2027, keeping the story rolling in the near term.
AI Memory
Long
Jul 20
$244000.00
+0.6%
AI infrastructure demand remains extremely strong with over $2 trillion in backlog. This supports Nvidia, SK Hynix and Samsung at least through 2026-2027, keeping the story rolling in the near term.
AI Memory
Long
Jul 20
$97.33
-1.5%
Korea and Taiwan are the strongest plays on the AI infrastructure buildout in Asia-Pacific. Unlike China, these markets can deliver profits and returns from the AI capex cycle, making them attractive equity markets.
Equity Indexes
Long
Jul 20
$162.54
+0.3%
Korea and Taiwan are the strongest plays on the AI infrastructure buildout in Asia-Pacific. Unlike China, these markets can deliver profits and returns from the AI capex cycle, making them attractive equity markets.
Equity Indexes
Long
Jul 20
$67.97
-0.7%
The European Monetary Union and India are the biggest anti-AI trades. They offer volume and size to accommodate a sizable hedge if the AI bubble deflates. He is still positioned in India for this reason.
Equity Indexes
Long
Jul 20
$48.91
-0.4%
The European Monetary Union and India are the biggest anti-AI trades. They offer volume and size to accommodate a sizable hedge if the AI bubble deflates. He is still positioned in India for this reason.
Equity Indexes
Long
Jul 20
$202.81
-0.2%
AI infrastructure demand remains extremely strong with over $2 trillion in backlog. This supports Nvidia, SK Hynix and Samsung at least through 2026-2027, keeping the story rolling in the near term.
AI Compute
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Viktor Shvets has 7 trade ideas tracked on Buzzberg across 7 tickers since July 2026. Ranked #488 on the Buzzberg Alpha leaderboard. Most covered: NVDA, EWY, INDA.
