Сигналы
3
Binky Chadha
Главный глобальный стратег, Deutsche Bank
Винрейт
100.0%
доходность
+17.5%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
26 мая
$749.66
+2.4%
The S&P 500 is attractive due to strong earnings growth (high teens for remaining quarters) and historical pattern of positive Q4 in midterm election years.
Фондовые индексы
Лонг
11 фев
$83.23
+24.3%
Software stocks sold off on AI fears, but fundamentals (earnings) remain strong. The AI disruption threat takes years to play out. The tactical selloff is "way overdone." Shopify (SHOP) mentioned as bouncing back on strong earnings. LONG Software (Tactical bounce). Continued narrative damage regarding AI replacing SaaS seats.
Software stocks sold off on AI fears, but fundamentals (earnings) remain strong. The AI disruption threat takes years to play out. The tactical selloff is "way overdone." Shopify (SHOP) mentioned as bouncing back on strong earnings. LONG Software (Tactical bounce). Continued narrative damage regarding AI replacing SaaS seats.
Тематические ETF
Лонг
11 фев
$118.71
+25.8%
Software stocks sold off on AI fears, but fundamentals (earnings) remain strong. The AI disruption threat takes years to play out. The tactical selloff is "way overdone." Shopify (SHOP) mentioned as bouncing back on strong earnings. LONG Software (Tactical bounce). Continued narrative damage regarding AI replacing SaaS seats.
Software stocks sold off on AI fears, but fundamentals (earnings) remain strong. The AI disruption threat takes years to play out. The tactical selloff is "way overdone." Shopify (SHOP) mentioned as bouncing back on strong earnings. LONG Software (Tactical bounce). Continued narrative damage regarding AI replacing SaaS seats.
Ритейл и мобильность
Показано 3 из 3 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Binky Chadha на Buzzberg отслеживается 3 торговых идей по 3 тикерам с февраля 2026. Чаще всего покрывает: SPY, IGV, SHOP.
