CM

Cathy Marcus 5.0 3 ideas

Per mention Per thesis
ⓘ First mention per (ticker, direction)
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Total Picks
3
Avg YTD
Best
Worst
Winrate (avg)
Long / Short
3 / 0
Themes
OTHER
2
AI/SEMI
1
Theme: Stance:
Ticker Mentions Stance Conv Entry P&L YTD Theme Thesis (click to expand) Mentioned Src
XLK ×1 LONG MED $154.64 AI/Semi Data center demand continues to outstrip supply, driven by increasing technology use and AI training. While there are concentrations in certain markets, focus should be on low latency markets (like Virginia) that can support critical operations and have a longer revenue story, rather than markets only fit for AI training. Apr 20 YOUTUBE
XLRE ×1 LONG MED $44.59 Other Office real estate in certain markets like New York and San Francisco is a good tactical play because leasing has picked up significantly and rents are going up, indicating a recovery from a previously bleak outlook. Apr 20 YOUTUBE
VNQ ×1 LONG MED $97.02 Other Necessity retail, particularly grocery-anchored retail, is resilient because these services (grocery, pharmacy, haircuts) cannot be done online all the time. Online grocery deliveries are often fulfilled from the actual store, supporting the physical location. Apr 20 YOUTUBE
Best Calls
No winning calls yet
Worst Calls
No losing calls yet
OTHER
2
AI/SEMI
1
Invest in low latency data center markets.
Data center demand continues to outstrip supply, driven by increasing technology use and AI training. While there are concentrations in certain markets, focus should be on low latency markets (like Virginia) that can support critical operations and have a longer revenue story, rather than markets only fit for AI training.
XLK HIGH Bloomberg Markets Apr 20, 22:35
Office in NY and SF is a tactical play.
Office real estate in certain markets like New York and San Francisco is a good tactical play because leasing has picked up significantly and rents are going up, indicating a recovery from a previously bleak outlook.
XLRE HIGH Bloomberg Markets Apr 20, 22:35
Necessity retail like grocery is resilient.
Necessity retail, particularly grocery-anchored retail, is resilient because these services (grocery, pharmacy, haircuts) cannot be done online all the time. Online grocery deliveries are often fulfilled from the actual store, supporting the physical location.
VNQ HIGH Bloomberg Markets Apr 20, 22:35
Positions
TickerDirEntryP&LDate
XLK LONG $154.64 Apr 20
XLRE LONG $44.59 Apr 20
VNQ LONG $97.02 Apr 20
Cathy Marcus | 3 trade ideas tracked | XLK, XLRE, VNQ | YouTube | Buzzberg