Сигналы
5
#709
Альфа-оценка 35.4
Jordan Jackson
Глобальный рыночный стратег, J.P. Morgan Asset Management
Винрейт
20.0%
доходность
-3.3%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
07 июл
$94.03
+8.4%
The AI 'picks and shovels'—semiconductors, software, and power—remain attractive as the market focuses on the AI value chain. Software earnings have been resilient and the sector has sold off too much, presenting opportunity.
Тематические ETF
Лонг
07 июл
$578.63
-0.8%
The semiconductor cycle is unusual, driven by insatiable AI demand across multiple areas. Supply tightness will persist because additional manufacturing floor space won't come online until 2027-2028. Earnings are keeping pace with stock gains, so the current selloff is not yet a reason to worry.
Тематические ETF
Лонг
05 мая
$98.75
-1.1%
For fixed income, a barbell approach: 60% in 1-year paper (short term Treasury bills) and 40% in intermediate core high-quality fixed income. This provides yields while hedging against demand destruction if oil stays elevated.
Облигации и ставки
Лонг
05 мая
$58.27
-22.9%
Oil prices should reprice higher because observable inventories are being drawn down over the next 5-6 weeks, eroding the oversupply buffer. This creates risk of higher oil prices, which adds pressure on equities and bonds.
Сырьё
Лонг
05 мая
$100.43
+0.0%
For fixed income, a barbell approach: 60% in 1-year paper (short term Treasury bills) and 40% in intermediate core high-quality fixed income. This provides yields while hedging against demand destruction if oil stays elevated.
Облигации и ставки
Показано 5 из 5 коллов · сортировка по упоминаниям
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У Jordan Jackson на Buzzberg отслеживается 5 торговых идей по 5 тикерам с мая 2026. #709 в рейтинге Buzzberg Alpha. Чаще всего покрывает: IGV, SMH, BNO.
