Calls
1
Ellen Zentner
Chief Economic Strategist and Global Head of Thematic and Macro Investing, Morgan Stanley Wealth Management
Win Rate
100.0%
return
+1.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 05
$62.66
+1.8%
The AI infrastructure build-out remains substantial, with capital expenditures expected to rise from $800 billion this year to $1.1 trillion next year. Many of the companies building that infrastructure—semiconductor manufacturers, cloud providers, data center operators, and power networks—could continue to benefit even as attention broadens to AI adopters.
Thematic ETFs
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Ellen Zentner has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: AIQ, LARGE FINANCIAL INSTITUTIONS, SCALED INSURERS AND HEALTHCARE PAYERS.
