Buzzberg Cup Live

Christian Nolting

Global CIO, Deutsche Bank Private Bank
· tracked since Jul 2026
Calls
3
Win Rate
66.7%
return
+1.9%
Calls 3 1 Posts tracked · 0.2/day
Calls
7d 3
30d 3
90d 3
Best Calls
SMH long +5.4%
BNO long +0.8%
Worst Calls
XLF long -0.6%
Most Mentioned
XLF ×1
SMH ×1
UTILITIES ×1
Recent Calls
SMH long 4 days ago
UTILITIES long 4 days ago
XLF long 4 days ago
Win Rate 67% Long 3 Short 0
Win Rate
7d
30d
90d
Average Return +1.9% Long Return +1.9% Short Return -
Average Return
7d
30d
90d
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Result
Result
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Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jul 08
$41.93
+0.8%
Geopolitical risk premium lifts crude oil.
Oil prices should carry a geopolitical risk premium because the US-Iran conflict and Strait of Hormuz disruptions remain unresolved, making crude too low near $70. He expects Brent to reach $80-$82 by year-end and sees the upward move as unsurprising given fragile negotiations.
Commodities
Long
Jul 08
$581.45
+5.4%
AI hardware trend intact, buy dips.
Despite taking some gains, the AI trend remains intact. The focus is on hardware and the AI supply chain, which still offer strong earnings growth. Would add exposure on any setbacks, as AI is still in an early stage and earnings are robust.
Thematic ETFs
Long
Jul 08
$56.05
-0.6%
Rotate into financials for breadth.
Market rotation out of a narrow AI rally into cyclicals and financials is healthy. European financials have been strong, and the portfolio is taking gains on tech and moving into financials to capture broader market breadth.
Thematic ETFs
Showing 3 of 3 picks · sorted by mentions

Christian Nolting has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: XLF, SMH, UTILITIES.