Calls
3
David Lewitz
Head of Equities, Americas, UBS Global Wealth Management
Win Rate
0.0%
return
-1.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 31
$767.35
-0.7%
The U.S. bull market remains intact because earnings growth is expected to continue at a faster clip, supported by the AI infrastructure story and a broadening cyclical recovery; a healthy labor market keeps the consumer resilient even if bifurcated.
Equity Indexes
Long
Aug 31
$57.73
-0.9%
Earnings growth is broadening beyond AI infrastructure into cyclical parts of the market, with clear improvement emerging in manufacturing, industrials and financials, supporting those cyclical sectors.
Thematic ETFs
Long
Aug 31
$175.33
-1.4%
Earnings growth is broadening beyond AI infrastructure into cyclical parts of the market, with clear improvement emerging in manufacturing, industrials and financials, supporting those cyclical sectors.
Thematic ETFs
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David Lewitz has 3 trade ideas tracked on Buzzberg across 3 tickers since August 2026. Most covered: SPY, XLF, XLI.
