Calls
4
Chris Galipeau
Head Market Strategist, Franklin Templeton
Win Rate
50.0%
return
+0.2%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jul 01
$213.19
+0.8%
The US stock market is broadening beyond mega-caps as earnings power spreads. Stocks follow earnings, and the broadening play has been in place since early 2025. With new all-time highs in equal-weight S&P, midcaps, Russell 2000, and Russell 1000 value, the trend remains intact.
Macro
Long
Jul 01
$243.88
+1.4%
The US stock market is broadening beyond mega-caps as earnings power spreads. Stocks follow earnings, and the broadening play has been in place since early 2025. With new all-time highs in equal-weight S&P, midcaps, Russell 2000, and Russell 1000 value, the trend remains intact.
Macro
Long
Jul 01
$65.70
-1.0%
The Magnificent Seven / hyperscalers have underperformed the S&P 500 by 12% year-to-date and have 'bombed out'. Their forward multiples are well below 10-year medians, earnings growth remains solid, and the capex spending overhang is well known and reflected. This creates an opportunity for a rally.
Macro
Long
Jul 01
$697.07
-0.5%
The US stock market is broadening beyond mega-caps as earnings power spreads. Stocks follow earnings, and the broadening play has been in place since early 2025. With new all-time highs in equal-weight S&P, midcaps, Russell 2000, and Russell 1000 value, the trend remains intact.
Macro
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Chris Galipeau has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: SPY, MDY, MAG7.
