Calls
2
Ann Miletti
Head of Equity Investments, Allspring Global Investments
Win Rate
50.0%
return
+14.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 18
$748.04
-0.6%
Equities keep climbing because earnings growth is very strong, driving the market; multiples have compressed as earnings rise faster than prices; the innovation cycle is real and underpins fundamentals, so it is dangerous to fight earnings.
Equity Indexes
Long
Apr 07
$136.14
+29.0%
Technology stocks have seen multiple point contractions but still have good earnings and free cash flow growth. Ann Miletti states the sector is "acting like the new defense sector" and looks more attractive to investors. The AI innovation and capex spending cycle shows no signs of slowing, supported by government incentives. The sector's resilience and growth profile are attracting capital amid geopolitical uncertainty. Attractive valuation entry point after a sell-off, with structural growth drivers intact, warranting an overweight or long position. Geopolitically-driven supply chain disruptions (e.g., helium for semiconductors) could impact production and costs.
Technology stocks have seen multiple point contractions but still have good earnings and free cash flow growth. Ann Miletti states the sector is "acting like the new defense sector" and looks more attractive to investors. The AI innovation and capex spending cycle shows no signs of slowing, supported by government incentives. The sector's resilience and growth profile are attracting capital amid geopolitical uncertainty. Attractive valuation entry point after a sell-off, with structural growth drivers intact, warranting an overweight or long position. Geopolitically-driven supply chain disruptions (e.g., helium for semiconductors) could impact production and costs.
Thematic ETFs
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Ann Miletti has 2 trade ideas tracked on Buzzberg across 2 tickers since April 2026. Most covered: SPY, XLK.
