#324
Alpha Score 57.9
David Bianco
Head of Macro Strategy, Deutsche Bank
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 21
$155.48
+16.7%
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.
AI/Semi
Long
Jun 01
$53020.00
+20.1%
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.
AI/Semi
Long
Jun 01
$457.98
-1.1%
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.
AI/Semi
Long
Jun 01
$1624.00
+1.1%
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.
AI/Semi
Long
Jun 01
$1941.00
-0.6%
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.
AI/Semi
Long
Jun 01
$315.90
-4.0%
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.
AI/Semi
Long
Apr 21
$117.16
-4.7%
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.
Consumer
Long
Apr 21
$52.50
-0.7%
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.
Fintech
Long
Apr 21
$44.95
-1.4%
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.
Energy
Long
Apr 21
$146.26
+4.7%
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.
Healthcare
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