EB

Ecaterina Bigos 5.0 10 ideas

Crypto Journalist, CoinDesk
Not enough evaluated ideas yet
Recent positions
TickerDirEntryP&LDate
XLK LONG $154.35 Apr 20
AIQ LONG $54.10 Apr 20
EWJ LONG $90.19 Apr 20
ITA LONG $231.94 Apr 20
CIBR LONG $66.48 Apr 20
ICLN LONG $19.40 Apr 20
URA LONG $55.86 Apr 20
TAN LONG $55.13 Apr 20
KWEB LONG $30.45 Apr 20
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ETF
10 ideas
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KWEB 1 ideas
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ITA 1 ideas
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URA 1 ideas
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TAN 1 ideas
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ICLN 1 ideas
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▶ YouTube Has the U.S. Seizure of an Iranian Ship Doomed Peace Talks? | Insight with Haslinda Amin 04/20/2026
Tech and AI stocks have structural advantage.
Tech sectors, especially in the U.S. and Asia (like Japan), have rebounded more due to structural drivers like AI capital expenditure and are expected to sustain performance into year-end and longer-term.
XLK AIQ EWJ HIGH Bloomberg Markets Apr 20, 06:07
Ecaterina Bigos
Crypto Journalist, CoinDesk
▶ YouTube Has the U.S. Seizure of an Iranian Ship Doomed Peace Talks? | Insight with Haslinda Amin 04/20/2026
European defense and cybersecurity stocks are structural.
European strategic autonomy, related to defense spending and cybersecurity, has performed well during the conflict and is a structural theme due to increased focus on defense independence.
ITA CIBR HIGH Bloomberg Markets Apr 20, 06:07
Ecaterina Bigos
Crypto Journalist, CoinDesk
▶ YouTube Has the U.S. Seizure of an Iranian Ship Doomed Peace Talks? | Insight with Haslinda Amin 04/20/2026
Renewable energy is a structural theme.
The need for energy sufficiency is driving governments to deploy renewable energy sources like nuclear, solar, and wind; this diversification is a structural theme that will sustain beyond the current conflict.
ICLN URA TAN HIGH Bloomberg Markets Apr 20, 06:07
Ecaterina Bigos
Crypto Journalist, CoinDesk
▶ YouTube Has the U.S. Seizure of an Iranian Ship Doomed Peace Talks? | Insight with Haslinda Amin 04/20/2026
China tech stocks have attractive valuations.
China is part of the tech story with its own innovation (e.g., DeepSeek) and valuations are attractive, though supply chain restrictions and a more insulated AI development path pose caveats.
KWEB HIGH Bloomberg Markets Apr 20, 06:07
Ecaterina Bigos
Crypto Journalist, CoinDesk
▶ YouTube Has the U.S. Seizure of an Iranian Ship Doomed Peace Talks? | Insight with Haslinda Amin 04/20/2026
India is less attractive due to headwinds.
India lacks structural growth drivers like participation in AI supply chains, faces headwinds from oil shortages and tariff uncertainty, and has restrained monetary and fiscal policy, making it less attractive relative to other markets.
INDA HIGH Bloomberg Markets Apr 20, 06:07
Ecaterina Bigos
Crypto Journalist, CoinDesk
Ecaterina Bigos (Crypto Journalist, CoinDesk) | 10 trade ideas tracked | KWEB, ITA, URA, TAN, ICLN | YouTube | Buzzberg