Calls
10
#1125
Alpha Score 12.9
Aaron Kennon
Chief Investment Officer, Clear Harbor Asset Management
Win Rate
30.0%
return
-7.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 10
$104.91
-0.5%
Cheaper large language models may infiltrate software companies and add significant value, leading to margin expansion within the software segment as they leverage AI.
Thematic ETFs
Long
Feb 19
$203.14
+7.7%
Year-to-date, the S&P 500 (market cap) is flat/up slightly, but the Equal Weight S&P (RSP) is up ~6-7% and the Russell 2000 is up >7%. We are witnessing a "valuation normalization." Investors are rotating out of expensive Mag-7 names into the "average stock" which trades at a discount. The "Big Beautiful Bill" (stimulus) and onshoring favor industrials and domestic small caps. LONG Equal Weight S&P (RSP) and Small Caps (IWM) over the Cap-Weighted S&P 500 (SPY). A recession hits small caps harder than cash-rich tech monopolies.
Year-to-date, the S&P 500 (market cap) is flat/up slightly, but the Equal Weight S&P (RSP) is up ~6-7% and the Russell 2000 is up >7%. We are witnessing a "valuation normalization." Investors are rotating out of expensive Mag-7 names into the "average stock" which trades at a discount. The "Big Beautiful Bill" (stimulus) and onshoring favor industrials and domestic small caps. LONG Equal Weight S&P (RSP) and Small Caps (IWM) over the Cap-Weighted S&P 500 (SPY). A recession hits small caps harder than cash-rich tech monopolies.
Equity Indexes
Long
Aug 10
$79.50
-0.5%
High yield bonds have outperformed investment grade and Treasuries, benefiting from shorter duration which protects against rising front-end yields; the firm aims to keep duration short.
Bonds & Rates
Long
Jul 17
$56.62
+1.9%
The banking sector is strong, driven by increased M&A activity, a favorable regulatory environment, and rising trading and wealth management revenues.
Thematic ETFs
Long
Jun 01
$2368000.00
-31.9%
The memory semiconductor sector (SK Hynix, Samsung, Micron) is trading at mid-to-high single-digit multiples, which historically has been a buying opportunity because earnings are moving sharply higher. The AI-driven semiconductor buildout cycle appears to be in the second or third inning, not the eighth or ninth, suggesting further significant growth ahead. This cycle may be longer and peak at a higher level than prior cycles due to the pervasive role of semiconductors in the economy.
AI Memory
Long
Jun 01
$351250.00
-28.7%
The memory semiconductor sector (SK Hynix, Samsung, Micron) is trading at mid-to-high single-digit multiples, which historically has been a buying opportunity because earnings are moving sharply higher. The AI-driven semiconductor buildout cycle appears to be in the second or third inning, not the eighth or ninth, suggesting further significant growth ahead. This cycle may be longer and peak at a higher level than prior cycles due to the pervasive role of semiconductors in the economy.
AI Memory
Long
Jun 01
$1034.09
-7.8%
The memory semiconductor sector (SK Hynix, Samsung, Micron) is trading at mid-to-high single-digit multiples, which historically has been a buying opportunity because earnings are moving sharply higher. The AI-driven semiconductor buildout cycle appears to be in the second or third inning, not the eighth or ninth, suggesting further significant growth ahead. This cycle may be longer and peak at a higher level than prior cycles due to the pervasive role of semiconductors in the economy.
AI Memory
Long
Apr 22
$490.23
-24.0%
Secular growth companies outside of the main AI and SaaS themes are attractive. Their price-to-earnings multiples have compressed, yet they are still posting strong 10-20% annualized growth. These opportunities exist across various sectors, including healthcare, technology, and consumer discretionary. For example, Intuitive Surgical just had a very strong report and is effectively leveraging AI, positioning it well.
MedTech
Long
Feb 19
$264.60
+11.1%
Year-to-date, the S&P 500 (market cap) is flat/up slightly, but the Equal Weight S&P (RSP) is up ~6-7% and the Russell 2000 is up >7%. We are witnessing a "valuation normalization." Investors are rotating out of expensive Mag-7 names into the "average stock" which trades at a discount. The "Big Beautiful Bill" (stimulus) and onshoring favor industrials and domestic small caps. LONG Equal Weight S&P (RSP) and Small Caps (IWM) over the Cap-Weighted S&P 500 (SPY). A recession hits small caps harder than cash-rich tech monopolies.
Year-to-date, the S&P 500 (market cap) is flat/up slightly, but the Equal Weight S&P (RSP) is up ~6-7% and the Russell 2000 is up >7%. We are witnessing a "valuation normalization." Investors are rotating out of expensive Mag-7 names into the "average stock" which trades at a discount. The "Big Beautiful Bill" (stimulus) and onshoring favor industrials and domestic small caps. LONG Equal Weight S&P (RSP) and Small Caps (IWM) over the Cap-Weighted S&P 500 (SPY). A recession hits small caps harder than cash-rich tech monopolies.
Equity Indexes
Long
Feb 19
$176.34
-2.0%
Year-to-date, the S&P 500 (market cap) is flat/up slightly, but the Equal Weight S&P (RSP) is up ~6-7% and the Russell 2000 is up >7%. We are witnessing a "valuation normalization." Investors are rotating out of expensive Mag-7 names into the "average stock" which trades at a discount. The "Big Beautiful Bill" (stimulus) and onshoring favor industrials and domestic small caps. LONG Equal Weight S&P (RSP) and Small Caps (IWM) over the Cap-Weighted S&P 500 (SPY). A recession hits small caps harder than cash-rich tech monopolies.
Year-to-date, the S&P 500 (market cap) is flat/up slightly, but the Equal Weight S&P (RSP) is up ~6-7% and the Russell 2000 is up >7%. We are witnessing a "valuation normalization." Investors are rotating out of expensive Mag-7 names into the "average stock" which trades at a discount. The "Big Beautiful Bill" (stimulus) and onshoring favor industrials and domestic small caps. LONG Equal Weight S&P (RSP) and Small Caps (IWM) over the Cap-Weighted S&P 500 (SPY). A recession hits small caps harder than cash-rich tech monopolies.
Thematic ETFs
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Aaron Kennon has 10 trade ideas tracked on Buzzberg across 10 tickers since February 2026. Ranked #1125 on the Buzzberg Alpha leaderboard. Most covered: IGV, SPY, XLF.
