Calls
3
David Miller
Co-Founder and Chief Investment Officer, Catalyst Funds
Win Rate
66.7%
return
+18.7%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 07
$132.00
+51.3%
The best way to broaden within the AI trade is toward companies like Arista Networks, which power data centers with software and enable AI growth; the description also notes he favors cheaper AI plays like Arista over megacap leaders.
AI Photonics
Long
Jan 07
$407.29
-2.3%
Geopolitical uncertainty is pushing emerging-market nations to dollarize and buy gold as a replacement for US Treasuries, and the speaker sees the clearest benefit to gold miners; he argues reserve managers, such as China, would prefer holding gold bars over US T-bills.
Commodities
Long
Jan 07
$89.37
+7.2%
Geopolitical uncertainty is pushing emerging-market nations to dollarize and buy gold as a replacement for US Treasuries, and the speaker sees the clearest benefit to gold miners; he argues reserve managers, such as China, would prefer holding gold bars over US T-bills.
Thematic ETFs
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David Miller has 3 trade ideas tracked on Buzzberg across 3 tickers since January 2026. Most covered: GDX, ANET, GOLD.
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
