Calls
13
#693
Alpha Score 45.7
David Savage
Editor, The Block
Win Rate
61.5%
return
+1.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
May 29
$85.76
+4.6%
Long-term bond yields are likely to move higher in the near term because AI capex spending is boosting both inflation and growth, and unless the Fed signals a preemptive pivot, the direction of travel for yields at the long end is up.
Bonds & Rates
Long
Aug 25
$114.51
+1.5%
David Savage says the semiconductor complex is searching for a catalyst and Nvidia earnings could be more positive for Asia, while attractive valuations in KOSPI could still attract investors even before a broader hyperscaler rotation.
Equity Indexes
Long
Aug 25
$179.65
-2.7%
David Savage says the semiconductor complex is searching for a catalyst and Nvidia earnings could be more positive for Asia, while attractive valuations in KOSPI could still attract investors even before a broader hyperscaler rotation.
Equity Indexes
Long
Aug 21
$75546.50
+2.3%
Markets are dusting off the dollar-debasement playbook as Treasury intervention skepticism grows; gold is back above 4500 with ETF inflows starting, and Bitcoin is back over 75,000.
Crypto Assets
Long
Aug 21
$415.26
-4.4%
Markets are dusting off the dollar-debasement playbook as Treasury intervention skepticism grows; gold is back above 4500 with ETF inflows starting, and Bitcoin is back over 75,000.
Commodities
Long
Aug 04
$22.63
+10.0%
If dollar-yen continues to grind higher without follow-on intervention or a hawkish BOJ tilt, the weaker yen will be supportive of Japanese export-heavy names like Toyota, Honda and Sony, which already have supportive earnings numbers.
Gaming & Entertainment
Long
Aug 04
$186.17
+6.4%
If dollar-yen continues to grind higher without follow-on intervention or a hawkish BOJ tilt, the weaker yen will be supportive of Japanese export-heavy names like Toyota, Honda and Sony, which already have supportive earnings numbers.
Autos & EV
Short
Aug 03
$157.10
-11.3%
Korean equities face further downside risk after the historic retail deleveraging on Friday. Realized volatility around 100 will deter institutional re-entry, and with the momentum trade fragile and the DeepSeek news adding uncertainty, a sustainable bounce is unlikely absent a strong new catalyst.
Equity Indexes
Long
Jul 31
$1718000.00
-1.5%
Strong AI infrastructure spending by US hyperscalers continues to drive demand for Asian chip suppliers, especially Samsung and SK hynix in Korea. Foreign buying is returning, and fundamentals remain intact, suggesting the recent sell-off may be a buying opportunity.
AI Memory
Long
Jul 31
$266250.00
-2.0%
Strong AI infrastructure spending by US hyperscalers continues to drive demand for Asian chip suppliers, especially Samsung and SK hynix in Korea. Foreign buying is returning, and fundamentals remain intact, suggesting the recent sell-off may be a buying opportunity.
AI Memory
Long
Jul 13
$84.12
+1.5%
Defensive positioning and health care stocks outperformed last week and that trend is likely to continue as the momentum trade comes under pressure, driven by higher oil and a stronger dollar weighing on risk assets.
Thematic ETFs
Long
Jul 13
$160.84
+6.8%
A healthy rotation is underway from overconcentrated Mag7/tech into broader market sectors. Long-duration growth and technology will come under pressure as inflation risks rise and interest rates move higher, while financials, industrials, health care, and small caps benefit from broader participation.
Thematic ETFs
Long
Apr 14
$27.32
+3.4%
The U.S. dollar is set for a positive environment because the U.S. economy is more insulated from the Iran war impacts compared to Asia and Europe, and there could be a haven bid if tensions escalate further, outweighing domestic inflation and growth challenges.
FX & Currencies
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David Savage has 13 trade ideas tracked on Buzzberg across 12 tickers since April 2026. Ranked #693 on the Buzzberg Alpha leaderboard. Most covered: TLT, EWY, JPY.
