Calls
3
Amy Kong
Corient
Win Rate
-
return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 23
$688.80
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Clients ask whether the rally is over, and Kong does not think so. She expects periodic interruptions but sees earnings power, supportive Fed policy and fiscal policy as tailwinds; she expects mega-cap earnings to grow about 22% over the next 12 months and the other 493 names about 10%.
Equity Indexes
Long
Jan 23
$86.58
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U.S. policy and fiscal uncertainty are sparking a rotation out of U.S. stocks toward international equities. Kong prefers developed markets, especially Europe, where fiscal spending is increasing, and says investors are naturally gravitating offshore to hedge and diversify.
Equity Indexes
Long
Jan 23
$269.90
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Kong sees a rotation out of the mega-cap winners that dominated for an extended period and into small-caps, mid-caps and the other 493 S&P 500 names. Those areas had been beaten down and offer better relative value, so the rotation is not surprising and appears to have conviction.
Equity Indexes
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Amy Kong has 3 trade ideas tracked on Buzzberg across 4 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
