Devin Ryan

Citizens JMP
@devinpryan · tracked since Feb 2026
Calls 3 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
MS long +23.0%
XLF long +1.0%
Worst Calls
SCHW long -6.1%
Most Mentioned
XLF ×1
SCHW ×1
MS ×1
Recent Calls
XLF long 4 months ago
MS long 4 months ago
SCHW long 4 months ago
Win Rate 67% Long 3 Short 0
Win Rate
7d 67%
30d 0%
90d 33%
Average Return +6.0% Long Return +6.0% Short Return -
Average Return
7d +1.1%
30d -4.5%
90d +3.3%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Feb 12
$168.06
+23.0%
Ryan argues the selloff in Wealth Managers (Schwab, Morgan Stanley) due to AI fears is wrong. AI is a productivity tool, not a replacement for relationship-based advice. The market has incorrectly priced these firms as "disrupted" when they will actually become more efficient. LONG Financials/Wealth Managers as a contrarian value play against the "AI Death" narrative. AI agents actually do begin to erode fee structures faster than anticipated.
Ryan argues the selloff in Wealth Managers (Schwab, Morgan Stanley) due to AI fears is wrong. AI is a productivity tool, not a replacement for relationship-based advice. The market has incorrectly priced these firms as "disrupted" when they will actually become more efficient. LONG Financials/Wealth Managers as a contrarian value play against the "AI Death" narrative. AI agents actually do begin to erode fee structures faster than anticipated.
Fintech
Long
Feb 12
$95.08
-6.1%
Ryan argues the selloff in Wealth Managers (Schwab, Morgan Stanley) due to AI fears is wrong. AI is a productivity tool, not a replacement for relationship-based advice. The market has incorrectly priced these firms as "disrupted" when they will actually become more efficient. LONG Financials/Wealth Managers as a contrarian value play against the "AI Death" narrative. AI agents actually do begin to erode fee structures faster than anticipated.
Ryan argues the selloff in Wealth Managers (Schwab, Morgan Stanley) due to AI fears is wrong. AI is a productivity tool, not a replacement for relationship-based advice. The market has incorrectly priced these firms as "disrupted" when they will actually become more efficient. LONG Financials/Wealth Managers as a contrarian value play against the "AI Death" narrative. AI agents actually do begin to erode fee structures faster than anticipated.
Fintech
Long
Feb 12
$51.69
+1.0%
Ryan argues the selloff in Wealth Managers (Schwab, Morgan Stanley) due to AI fears is wrong. AI is a productivity tool, not a replacement for relationship-based advice. The market has incorrectly priced these firms as "disrupted" when they will actually become more efficient. LONG Financials/Wealth Managers as a contrarian value play against the "AI Death" narrative. AI agents actually do begin to erode fee structures faster than anticipated.
Ryan argues the selloff in Wealth Managers (Schwab, Morgan Stanley) due to AI fears is wrong. AI is a productivity tool, not a replacement for relationship-based advice. The market has incorrectly priced these firms as "disrupted" when they will actually become more efficient. LONG Financials/Wealth Managers as a contrarian value play against the "AI Death" narrative. AI agents actually do begin to erode fee structures faster than anticipated.
Fintech
Showing 3 of 3 picks · sorted by mentions

Devin Ryan has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: XLF, SCHW, MS.