Calls
2
Irina Hemus
Partner, Thoma Bravo
Win Rate
100.0%
return
+4.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 14
$95.99
+4.5%
Cybersecurity demand has multiplied as threat actors use AI effectively, leaving the area at all-time highs.
Thematic ETFs
Long
Sep 14
$103.15
+3.5%
Software fundamentals remain strong: AI features are driving incremental revenue and dedicated enterprise budgets, while AI tooling improves operating efficiency, with about five percentage points of margin improvement potential over the next 12 to 18 months that should underpin valuations.
Thematic ETFs
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Irina Hemus has 2 trade ideas tracked on Buzzberg across 2 tickers since September 2026. Most covered: IGV, CIBR.
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
