Calls
3
DBS CIO
Chief Investment Officer, DBS
Win Rate
-
return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 18
$64.48
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AI is power-hungry and there is not enough electricity today, so DBS expects the energy plays to come back as AI-driven power demand builds.
Thematic ETFs
Long
Sep 18
$105.78
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Once AI is deployed across the world and across industries, the software applications layer should do well, becoming the next phase of the AI trend after the current infrastructure build-out.
Thematic ETFs
Long
Sep 18
$560.61
-
DBS tells clients to position around structural trends, and AI is the biggest, most embedded one; it is very bullish because the world is only in the early innings of AI deployment, with the infrastructure layer and semiconductor companies the clear beneficiaries so far.
Thematic ETFs
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DBS CIO has 3 trade ideas tracked on Buzzberg across 4 tickers since September 2026.
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
