Calls
4
Eric Lonergan
Head of discretionary macro, Calibrate Partners
Win Rate
25.0%
return
+1.7%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 16
$1887.24
-11.5%
ASML is one of the biggest beneficiaries of the SpaceX IPO because Elon Musk's ambition to 5x global semiconductor supply directly increases demand for ASML's lithography equipment. The company represents great European technology exposure.
Foundry Equipment
Long
Feb 09
$82.88
+26.4%
Software is seeing profound fear and a sharp reversal, but earnings forecasts have not changed; within that debris there will be huge opportunities.
Thematic ETFs
Long
Feb 09
$42.70
-5.1%
German Bunds are the best AI hedge if AI volatility builds, and European bonds look attractive because of steep curves, term premium, and the ECB's relative independence and power versus national governments.
Bonds & Rates
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Eric Lonergan has 4 trade ideas tracked on Buzzberg across 4 tickers since February 2026. Most covered: IGV, ASML, IGOV.
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
