Calls
2
Becky Chen
portfolio manager at Fidelity International
Win Rate
100.0%
return
+1.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 27
$50.23
+2.3%
European defense stocks benefit from fiscal spending on track to surpass last year, while the rest of European industrials are hampered by permanently higher energy costs, making defense a differentiated growth play.
Thematic ETFs
Long
Jul 27
$215.09
+0.0%
S&P equal weight and value dividend stocks are being incrementally played to diversify away from crowded tech momentum, as the tech trade faces headwinds from NAND pricing and positioning risks.
Equity Indexes
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Becky Chen has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: SPY, IHI, VALUE DIVIDEND STOCKS.
