Calls
7
#381
Alpha Score 70.6
Amanda Agati
Chief Investment Officer, PNC Asset Management Group
Win Rate
85.7%
return
+9.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 20
$707.61
+8.1%
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
Aug 26
$210.06
+7.1%
Nvidia has an Outperform rating and a $300 price target. He expects stronger results, with focus on next year's AI spend and capex where consensus is around $550 billion, but there could be much bigger upside. The next product ramp is about 10 times the performance of prior Blackwell, and memory de-specing could allow about 25% more GPU shipments. Nvidia remains the gold standard despite internal chips at hyperscalers.
AI Compute
Long
Aug 26
$158.82
+0.3%
Nvidia's results are all about guidance. She believes AI and data center capex are still in the early-to-middle innings, not late cycle, so the secular growth story remains intact despite the seven-day selloff and valuation concern.
Thematic ETFs
Short
Aug 15
$82.04
+0.1%
Long-end yields are being driven higher by warm inflation, rising risk premium, significant duration risk, and deficit/debt levels; investors need extra enticement to go long long-term bonds, so duration remains unattractive.
Bonds & Rates
Long
Apr 20
$85.72
+21.8%
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
$118.90
-5.1%
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
+33.7%
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 7 trade ideas tracked on Buzzberg across 7 tickers since March 2026. Ranked #381 on the Buzzberg Alpha leaderboard. Most covered: SPY, NVDA, IGV.
