Calls
10
#181
Alpha Score 82.3
David Bianco
Head of Macro Strategy, Deutsche Bank
Win Rate
80.0%
return
+6.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 21
$155.48
+12.8%
Technology, tech hardware, all of tech and most of communications are a place to be because they are driving earnings growth and are less exposed to oil and interest rate risks. Financials, health care, and utilities also have upside or are least exposed to these risks.
Thematic ETFs
Long
Jun 01
$53020.00
+22.8%
Global data center buildout in the US, China, and Middle East will require Western semiconductor equipment, benefiting companies like Applied Materials, Lam Research, KLA, ASML, and Tokyo Electron.
Foundry Equipment
Long
Jun 01
$457.98
+13.6%
Global data center buildout in the US, China, and Middle East will require Western semiconductor equipment, benefiting companies like Applied Materials, Lam Research, KLA, ASML, and Tokyo Electron.
Foundry Equipment
Long
Jun 01
$1624.00
+6.8%
Global data center buildout in the US, China, and Middle East will require Western semiconductor equipment, benefiting companies like Applied Materials, Lam Research, KLA, ASML, and Tokyo Electron.
Foundry Equipment
Long
Jun 01
$194.10
+5.8%
Global data center buildout in the US, China, and Middle East will require Western semiconductor equipment, benefiting companies like Applied Materials, Lam Research, KLA, ASML, and Tokyo Electron.
Foundry Equipment
Long
Jun 01
$315.90
-3.7%
Global data center buildout in the US, China, and Middle East will require Western semiconductor equipment, benefiting companies like Applied Materials, Lam Research, KLA, ASML, and Tokyo Electron.
Foundry Equipment
Long
Apr 21
$117.16
-5.5%
Technology, tech hardware, all of tech and most of communications are a place to be because they are driving earnings growth and are less exposed to oil and interest rate risks. Financials, health care, and utilities also have upside or are least exposed to these risks.
Thematic ETFs
Long
Apr 21
$52.50
+6.7%
Technology, tech hardware, all of tech and most of communications are a place to be because they are driving earnings growth and are less exposed to oil and interest rate risks. Financials, health care, and utilities also have upside or are least exposed to these risks.
Thematic ETFs
Long
Apr 21
$44.95
+0.0%
Technology, tech hardware, all of tech and most of communications are a place to be because they are driving earnings growth and are less exposed to oil and interest rate risks. Financials, health care, and utilities also have upside or are least exposed to these risks.
Thematic ETFs
Long
Apr 21
$146.26
+8.9%
Technology, tech hardware, all of tech and most of communications are a place to be because they are driving earnings growth and are less exposed to oil and interest rate risks. Financials, health care, and utilities also have upside or are least exposed to these risks.
Thematic ETFs
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David Bianco has 10 trade ideas tracked on Buzzberg across 10 tickers since April 2026. Ranked #181 on the Buzzberg Alpha leaderboard. Most covered: XLK, ASML, AMAT.
