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4
Matthew McClure
Goldman Sachs global co-head of investment
Винрейт
25.0%
доходность
-0.3%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
19 авг
$62.99
+0.8%
There is a disproportionate amount of growth and enormous M&A activity in AI infrastructure, as well as in the mid-market, making these key areas of expansion for investment banking and capital deployment.
Тематические ETF
Лонг
19 авг
$54.44
-0.1%
The IPO market is healthy and open for business. Issuance has been broad-based: non-AI IPOs are up 30% year over year, with activity across biotech, aerospace and defense, industrials, and natural resources. The pipeline is confident and the direction of travel is positive, with incremental growth expected versus last year.
Тематические ETF
Лонг
19 авг
$57.15
-1.3%
Infrastructure is called out as a sector seeing enormous activity and disproportionate investment banking growth, with a lot of private capital going into that space.
Тематические ETF
Лонг
19 авг
$63.85
-0.4%
Private equity sponsor-backed M&A is showing gradual signs of life: private equity M&A volumes are up 10% by deal value year over year, confidence is growing among PE clients, and $1.5 trillion of dry powder must eventually be deployed, with M&A a major component.
Тематические ETF
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У Matthew McClure на Buzzberg отслеживается 4 торговых идей по 4 тикерам с августа 2026. Чаще всего покрывает: IPO, PSP, AIQ.
