Calls
1
Fabio Bassi
Head of Cross Asset Strategy, J.P. Morgan
Win Rate
100.0%
return
+8.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 07
$170.01
+8.1%
The AI investment cycle is structurally driven by competitive pressure (e.g., new Anthropic model creating fear of obsolescence) and will continue to drive demand for compute, with tech outperforming other sectors even if rates stay higher. The trade is structurally bullish on US tech as the core beneficiary of this demand, and the theme is broadening beyond the Magnificent Seven into a wider set of AI-exposed stocks.
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Fabio Bassi has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: XLK.
