Dan Farley

State Street Investment Management Executive Vice President, CIO Investment Solutions Group

· tracked since Jun 2026

Calls

Win Rate

0.0%

Return

-1.3%

Calls 2 2 Posts tracked · 0.5/day

Calls

7d 2

30d 2

90d 2

Best Calls

No live winners yet

Worst Calls

SMH long -2.0%

SPY long -0.6%

Most Mentioned

SMH ×2

SPY ×1

Recent Calls

SPY long 4 days ago

SMH long 4 days ago

Win Rate 0% Long 2 Short 0

Win Rate

7d —

30d —

90d —

Average Return -1.3% Long Return -1.3% Short Return -

Average Return

7d —

30d —

90d —

Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

SMH VanEck S... VanEck Semiconductor ETF

Long

Jun 24

$622.05

-2.0%

AI rally has more room to run.

The AI-driven equities rally still has room to run and is not a bubble. Earnings continue to deliver strong growth, supporting valuations, while multiples are not expanding on their own. The broad environment remains supportive for equities.

AI/Semi

YOUTUBE

SPY SPDR S&P... SPDR S&P 500 ETF Trust

Long

Jun 24

$735.53

-0.6%

S&P 500 rally supported by earnings

The AI-driven equity rally is not a bubble and still has room to run. Valuations on the S&P 500 are not cheap, but they are supported by strong earnings growth and price multiple contraction, which indicate a healthy environment. Earnings-led returns and ongoing upgrades suggest the rally can continue.

Macro

YOUTUBE

Showing 2 of 2 picks · sorted by mentions

Dan Farley has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: SMH, SPY.