Calls
3
Binky Chadha
Chief Global Strategist, Deutsche Bank
Win Rate
100.0%
return
+17.5%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 26
$749.66
+2.4%
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.
Equity Indexes
Long
Feb 11
$83.23
+24.3%
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.
Thematic ETFs
Long
Feb 11
$118.71
+25.8%
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.
Retail & Mobility
Showing 3 of 3 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Binky Chadha has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: SPY, IGV, SHOP.
