Calls
1
Conor Davis
Global Head of Institutional Sales and Investor Coverage, BNP Paribas
Win Rate
100.0%
return
+1.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 17
$551.32
+1.8%
Davis says the positive investment case for chip and AI stocks is strong enough to withstand higher rates. Their expected equity returns are so large that an extra 150-200 basis points of borrowing cost does not change the thesis, even as the 10-year Treasury yield sits near 5%.
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Conor Davis has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: SMH.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
