Calls
3
Guy Johnson
Anchor, Bloomberg
Win Rate
33.3%
return
-3.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 14
$250.95
-10.2%
The Trump administration's 100% tariffs on imported drones and components are aimed at China and are boosting domestic drone makers because the levies make Chinese competitors less attractive and support American manufacturers.
Thematic ETFs
Long
Jul 30
$65.80
+4.0%
Schneider Electric is highly exposed to the data center buildout, a theme that is driving orders and profitability, and the stock is reacting strongly to the numbers.
Oil & Gas
Long
Jul 08
$26.75
-3.4%
A rotation trade is underway in Asia, with the Kospi falling while the Hang Seng Tech Index rallies strongly to become the biggest equity mover. Foreign investors may step in as retail traders burn out, making Hang Seng Tech attractive as the former worst performer.
Thematic ETFs
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Guy Johnson has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: KWEB, JPY, ITA.
