Calls
2
Adam London
Bloomberg Markets Live
Win Rate
50.0%
return
+1.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 24
$52.53
+6.8%
Oil prices are being supported by geopolitical tensions, with President Trump threatening escalation against Iran and the Houthis opening a new front. The balance of risks is tilted to the upside, especially if the Strait of Hormuz disruption worsens and supply remains constrained, as demand is relatively inelastic in the short term.
Commodities
Long
Jul 23
$582.62
-2.9%
Hyperscaler AI capex spending is unambiguously positive for semiconductor and chip stocks, as evidenced by outperformance of memory makers in Asia; the tech trade today directly benefits the picks-and-shovels chip names.
Thematic ETFs
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Adam London has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: SMH, BNO, USD/JPY.
