Binky Chadha
Chief Global Strategist, Deutsche Bank
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 26
$749.66
-3.2%
The S&P 500 is attractive due to strong earnings growth (high teens for remaining quarters) and historical pattern of positive Q4 in midterm election years.
Macro
Long
Feb 11
$83.23
+10.0%
Software stocks sold off on AI fears, but fundamentals (earnings) remain strong. The AI disruption threat takes years to play out. The tactical selloff is "way overdone." Shopify (SHOP) mentioned as bouncing back on strong earnings. LONG Software (Tactical bounce). Continued narrative damage regarding AI replacing SaaS seats.
Software stocks sold off on AI fears, but fundamentals (earnings) remain strong. The AI disruption threat takes years to play out. The tactical selloff is "way overdone." Shopify (SHOP) mentioned as bouncing back on strong earnings. LONG Software (Tactical bounce). Continued narrative damage regarding AI replacing SaaS seats.
AI/Semi
Long
Feb 11
$118.71
-8.9%
Software stocks sold off on AI fears, but fundamentals (earnings) remain strong. The AI disruption threat takes years to play out. The tactical selloff is "way overdone." Shopify (SHOP) mentioned as bouncing back on strong earnings. LONG Software (Tactical bounce). Continued narrative damage regarding AI replacing SaaS seats.
Software stocks sold off on AI fears, but fundamentals (earnings) remain strong. The AI disruption threat takes years to play out. The tactical selloff is "way overdone." Shopify (SHOP) mentioned as bouncing back on strong earnings. LONG Software (Tactical bounce). Continued narrative damage regarding AI replacing SaaS seats.
Consumer
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Binky Chadha has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: IGV, SPY, SHOP.