Calls
5
#1450
Alpha Score 34.1
Egon Vavrek
Head of Emerging Markets, BlackRock
Win Rate
100.0%
return
+3.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 21
$35.04
+1.3%
Latin America is a direct beneficiary of the AI infrastructure buildout because the region delivers 80% to 90% of core components, and it can also benefit from the secondary layer of infrastructure investment.
Thematic ETFs
Long
Sep 21
$111.53
+3.7%
AI hardware and picks-and-shovels suppliers for hyperscalers will carry the market forward; Korea and Taiwan show multi-decade earnings power and cash generation, and earnings are exceeding share prices, though the industry is cyclical and will eventually equilibrate.
Equity Indexes
Long
Sep 21
$180.95
+4.4%
AI hardware and picks-and-shovels suppliers for hyperscalers will carry the market forward; Korea and Taiwan show multi-decade earnings power and cash generation, and earnings are exceeding share prices, though the industry is cyclical and will eventually equilibrate.
Equity Indexes
Showing 3 of 5 calls · sorted by mentions
Egon Vavrek has 5 trade ideas tracked on Buzzberg across 5 tickers since September 2026. Ranked #1450 on the Buzzberg Alpha leaderboard. Most covered: SMH, EWY, EEM.
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
