Calls
4
Amanda Agati
Chief Investment Officer, PNC Asset Management Group
Win Rate
75.0%
return
+8.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 20
$85.72
+8.3%
The broader market is poised to grind higher, supported by strong 17% earnings growth expectations. Investors should favor communication services, inflation-resistant business models, and software, which has become dirt cheap and is rallying strongly.
Thematic ETFs
Long
Apr 20
$707.61
+5.0%
The broader market is poised to grind higher, supported by strong 17% earnings growth expectations. Investors should favor communication services, inflation-resistant business models, and software, which has become dirt cheap and is rallying strongly.
Equity Indexes
Long
Apr 20
$118.90
-6.9%
The broader market is poised to grind higher, supported by strong 17% earnings growth expectations. Investors should favor communication services, inflation-resistant business models, and software, which has become dirt cheap and is rallying strongly.
Thematic ETFs
Long
Mar 23
$137.35
+27.8%
Agati states they are "overweight exposure tactically speaking in the AI automation play" and that big tech's business models (revenue, capex) are still very much the case. Large tech companies are seen as defensively positioned with resilient revenue streams, are less exposed to oil/geopolitical risks, and are the primary beneficiaries of the secular AI investment trend. LONG as a defensive growth exposure within a volatile market, and as a core holding for the AI thematic. Valuations are not "outright cheap," and a broader market correction could provide a better entry point.
Agati states they are "overweight exposure tactically speaking in the AI automation play" and that big tech's business models (revenue, capex) are still very much the case. Large tech companies are seen as defensively positioned with resilient revenue streams, are less exposed to oil/geopolitical risks, and are the primary beneficiaries of the secular AI investment trend. LONG as a defensive growth exposure within a volatile market, and as a core holding for the AI thematic. Valuations are not "outright cheap," and a broader market correction could provide a better entry point.
Thematic ETFs
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Amanda Agati has 4 trade ideas tracked on Buzzberg across 4 tickers since March 2026. Most covered: IGV, SPY, XLK.
