Buzzberg Cup Live

Fabio Bassi

Head of Cross Asset Strategy, J.P. Morgan
· tracked since May 2026
Calls
1
Win Rate
100.0%
Return
+9.1%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
XLK long +9.1%
Worst Calls
No live losers yet
Most Mentioned
XLK ×1
Recent Calls
XLK long 1 month ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d —
Average Return +9.1% Long Return +9.1% Short Return -
Average Return
7d +5.6%
30d +8.3%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
XLK Technolo... Technology Select S...
Long
May 07
$170.01
+9.1%
AI-driven tech rally has structural support
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.
AI/Semi
YOUTUBE
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Fabio Bassi has 1 trade idea tracked on Buzzberg across 1 ticker since May 2026. Most covered: XLK.