Calls
6
Arun Sai
Market Strategy, Pictet Asset Management
Win Rate
-
return
-
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 13
$911.29
-
Memory is one of the best ways to play AI because new models have massive parameter counts, demand is high, supply is constrained, and long-term agreements keep pricing sticky; he specifically cites Micron and SK hynix.
AI Memory
Long
Aug 13
$310.35
-
As the AI theme broadens beyond chips into data centers and capital goods, investors should look at names such as Schneider Electric and Caterpillar rather than differentiating by region.
Grid Equipment
Long
Aug 13
$71.02
-
Beyond technology, he is constructive on banks and areas of industrials because the equity opportunity is increasingly about being in the right sectors rather than regional or style labels.
Thematic ETFs
Long
Aug 13
$1624000.00
-
Memory is one of the best ways to play AI because new models have massive parameter counts, demand is high, supply is constrained, and long-term agreements keep pricing sticky; he specifically cites Micron and SK hynix.
AI Memory
Long
Aug 13
$855.60
-
As the AI theme broadens beyond chips into data centers and capital goods, investors should look at names such as Schneider Electric and Caterpillar rather than differentiating by region.
Construction & Infrastructure
Long
Aug 13
$185.88
-
Beyond technology, he is constructive on banks and areas of industrials because the equity opportunity is increasingly about being in the right sectors rather than regional or style labels.
Thematic ETFs
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Arun Sai has 6 trade ideas tracked on Buzzberg across 7 tickers since August 2026.
