Calls
4
Gene Sykes
Partner and Co-Head of M&A, Goldman Sachs
Win Rate
0.0%
return
+0.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 19
$77.23
+0.0%
The AI infrastructure buildout is creating demand and activity in natural resources and power generation, not just technology, because those industries are also experiencing a surge tied to building the infrastructure for AI.
Thematic ETFs
Long
Sep 19
$41.26
+0.0%
The AI infrastructure buildout is creating demand and activity in natural resources and power generation, not just technology, because those industries are also experiencing a surge tied to building the infrastructure for AI.
Thematic ETFs
Long
Sep 19
$189.92
+0.0%
The current AI infrastructure buildout is being financed by the most successful large technology platforms with hundreds of billions in free cash flow rather than primarily by venture capitalists, unlike the early TMT internet buildout, making the cycle more durable and favorable for big tech platforms.
Thematic ETFs
Showing 3 of 4 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Gene Sykes has 4 trade ideas tracked on Buzzberg across 4 tickers since September 2026. Most covered: SMH, XLK, XLU.
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
