Calls
3
Elena Popina
Head of Content, The Block
Win Rate
33.3%
return
+0.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 20
$230.88
-0.1%
Defense stocks are hot due to increased global security spending, with the US base budget expected to rise 10-20% and NATO spending increasing. Both US and European defense contractors will benefit as capacity constraints force dual sourcing.
Thematic ETFs
Long
Apr 20
$52.26
-3.3%
Traders are repositioning into neglected areas like energy, natural metals, and aerospace and defense, which are performing well amid geopolitical tensions, even as AI remains a primary focus.
Thematic ETFs
Long
Apr 20
$55.37
+4.4%
Despite geopolitical noise, strong corporate margins and tax tailwinds support equities. The portfolio is overweight software, consumer discretionary names like Ulta and TJX, and industrials including GE and GE Vernova, while trimming energy exposure.
Thematic ETFs
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Elena Popina has 3 trade ideas tracked on Buzzberg across 3 tickers since April 2026. Most covered: ITA, XLE, XLB.
