Сигналы
3
Steve Chiavarone
Главный стратег по акциям, Federated Hermes
Винрейт
33.3%
доходность
+1.2%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
10 июн
$732.31
+5.2%
Market volatility driven by non-fundamental factors like portfolio rebalancing and mega IPO supply creates buying opportunities. Underlying fundamentals remain strong with the biggest infrastructure buildout since railroads and fastest margin growth in his lifetime. Wants to own equities and buy the dip.
Фондовые индексы
Лонг
15 июл
$574.84
-1.2%
AI capex continues to outstrip supply, and the chip trade has further room to run. The market is now revaluing chip stocks on long-term contracts, which will be volatile but positive as demand remains strong.
Тематические ETF
Лонг
26 мая
$68.07
-0.5%
Steve Chiavarone prefers emerging markets over developed markets, arguing that emerging markets are less dependent on the Strait of Hormuz and stand to benefit from a resolution to the conflict, while Europe and parts of Asia are already lagging due to oil sensitivity. He also expects that U.S. equities will outperform as they are least dependent on the conflict.
Фондовые индексы
Показано 3 из 3 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Steve Chiavarone на Buzzberg отслеживается 3 торговых идей по 3 тикерам с мая 2026. Чаще всего покрывает: SPY, SMH, EEM.
