Calls
7
#1435
Alpha Score 21.5
Hartmut Issel
Head APAC Equities & Credit, UBS WM
Win Rate
28.6%
return
-4.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 02
$185.50
-1.2%
If the AI bubble collapses, the most vulnerable beneficiaries are Taiwan and South Korea due to their deep integration in the semiconductor supply chain. Taiwan's GDP could be hit by 4% and South Korea's by 2%, with exports, investment, and fiscal revenue all at risk.
Equity Indexes
Long
Jul 02
$93.05
+5.1%
Value-up programs across Japan, South Korea, Singapore, and now Indonesia are a powerful structural driver for equity markets, providing opportunities beyond the AI theme in the region.
Equity Indexes
Long
Jul 02
$620.46
-9.6%
AI demand shows no sign of letting up, hyperscaler cloud revenues are accelerating, capex plans are not being cut. UBS remains slightly overweight semiconductors and sees continued strength in the second half.
Thematic ETFs
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Hartmut Issel has 7 trade ideas tracked on Buzzberg across 7 tickers since March 2026. Ranked #1435 on the Buzzberg Alpha leaderboard. Most covered: SMH, GOLD, FXI.
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
