Choi Il-ho

Vice President, Chesley Investment Advisory
· tracked since May 2026
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30d 1
90d 1
Best Calls
SPY long +1.6%
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Most Mentioned
SPY ×1
US SMALL-CAP VALUE STOCKS ×1
Recent Calls
SPY long 1 week ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d —
90d —
Average Return +1.6% Long Return +1.6% Short Return -
Average Return
7d +1.5%
30d —
90d —
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Thesis
Theme
Source
SPY SPDR S&P... SPDR S&P 500 ETF Trust
Long
May 17
$739.17
+1.6%
S&P 500 upside on strong earnings.
The S&P 500 is poised for further upside as earnings growth remains strong, with 21% EPS growth expected in 2025 and upward revisions for 2026. The current P/E of 21x can expand to 23x without a spike in the 10-year yield, justified by the robust earnings trend.
Macro
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