Devin Ryan 4.3 3 ideas

Citizens JMP
After 1 day
N/A
3/15 min ideas
After 1 week
N/A
3/15 min ideas
After 1 month
N/A
3/15 min ideas
0 winning  /  3 losing  ·  3 positions (30d)
Net: -4.5%
By sector
Stock
2 ideas -4.4%
ETF
1 ideas -4.6%
Top tickers (by frequency)
XLF 1 ideas
0% W -4.6%
SCHW 1 ideas
0% W -1.5%
MS 1 ideas
0% W -7.4%
Best and worst calls
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.
XLF SCHW MS Bloomberg Markets Feb 12, 16:02
Citizens JMP
Devin Ryan (Citizens JMP) | 3 trade ideas tracked | XLF, SCHW, MS | YouTube | Buzzberg