Binky Chadha 3.4 2 ideas
Chief Global Strategist, Deutsche Bank
After 1 day
N/A
2/15 min ideas
After 1 week
N/A
2/15 min ideas
After 1 month
N/A
2/15 min ideas
By sector
ETF
1 ideas
+1.2%
Stock
1 ideas
+3.6%
Top tickers (by frequency)
IGV
1 ideas
100% W
+1.2%
SHOP
1 ideas
100% W
+3.6%
Best and worst calls
Best calls
SHOP LONG
+3.6%
Software stocks sold off on AI fears, but fundamentals (earnings) remain strong. The AI disruption threat takes years to...
Feb 11
IGV LONG
+1.2%
Software stocks sold off on AI fears, but fundamentals (earnings) remain strong. The AI disruption threat takes years to...
Feb 11
Worst calls
IGV LONG
+1.2%
Software stocks sold off on AI fears, but fundamentals (earnings) remain strong. The AI disruption threat takes years to...
Feb 11
SHOP LONG
+3.6%
Software stocks sold off on AI fears, but fundamentals (earnings) remain strong. The AI disruption threat takes years to...
Feb 11
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.
Chief Global Strategist,...