Calls
6
#385
Alpha Score 62.0
Aaron Mulvihill
Head of Content, Blockworks
Win Rate
83.3%
return
+2.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 13
$43.07
+5.5%
Real estate and infrastructure assets provide constant returns and have inflation-hedging characteristics. They can pass on rent and electricity price increases to consumers, turning inflation into income. These are among the few asset classes in the green this year.
Thematic ETFs
Long
Jul 09
$49.87
+9.5%
Diesel prices are likely to stay elevated even as crude oil falls because Ukraine's attacks on Russian refining capacity have left a million and a half extra barrels of unrefined crude entering global markets, creating a tight refined product market and a divergence in prices.
Thematic ETFs
Long
Jul 09
$57.03
+2.6%
With a historically high IPO season underway and many companies likely remaining private, investors need exposure to venture and private markets to capture the full AI-driven opportunity set.
Thematic ETFs
Long
Jul 09
$608.18
-8.7%
AI capex spending by the Magnificent Seven is massively benefiting the supply chain—semiconductor companies, memory makers, and power/infrastructure providers—not just the tech giants themselves, making the broader chip sector an attractive play.
Thematic ETFs
Long
Apr 13
$41.31
+0.2%
Shipping benefits from the conflict as oil and LNG must travel longer distances to reach markets due to disruptions. Ships are traveling further, increasing demand for transportation.
Thematic ETFs
Long
Apr 13
$54.76
+3.7%
Real estate and infrastructure assets provide constant returns and have inflation-hedging characteristics. They can pass on rent and electricity price increases to consumers, turning inflation into income. These are among the few asset classes in the green this year.
Thematic ETFs
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Aaron Mulvihill has 6 trade ideas tracked on Buzzberg across 6 tickers since April 2026. Ranked #385 on the Buzzberg Alpha leaderboard. Most covered: XLRE, SMH, PSP.
