Benjamin Huneke

Head of Morgan Stanley Investment Management

· tracked since May 2026

Calls 1 1 Posts tracked · 1.0/day Posted today

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Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

IGV iShares ... iShares Expanded Te...

Long

May 27

$93.11

Software fears overblown, opportunity exists.

Software sector fears are overblown; the AI technology impact will be differentiated and not uniform, so the selloff creates an opportunity, particularly in private credit and private equity related exposures.

AI/Semi

YOUTUBE

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