Jimmy Muchechetere

Senior Equity Analyst, Investec
· tracked since Apr 2026
Calls
2
Win Rate
50.0%
return
-1.6%
Calls 2 2 Posts tracked · 0.0/day
Calls
7d 0
30d 1
90d 1
Best Calls
NVDA Long +4.2%
Worst Calls
GOLD Long -7.4%
Most Mentioned
GOLD ×1
NVDA ×1
Recent Calls
NVDA Long 2 weeks ago
GOLD Long 4 months ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -1.6% Long Return -1.6% Short Return -
Average Return
7d -3.7%
30d -5.0%
90d -16.3%
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Result
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Ticker
Side
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Call Price
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Thesis
Theme
Source
NVDA NVIDIA C... NVIDIA Corporation
Long
Aug 18
$220.68
+4.2%
Hyperscaler capex derisks Nvidia despite elevated expectations.
Nvidia is derisked because hyperscalers have committed around $2.4 trillion to AI capex, with a significant amount going to Nvidia. While Nvidia is unlikely to disappoint and will have a good quarter, expectations are so elevated that any incremental performance must be spectacular, likely resulting in a muted market reaction.
AI Compute
YOUTUBE
GOLD Gold Gold
Long
Apr 21
$439.16
-7.4%
Gold benefits from de-dollarization.
Gold will continue to perform well due to the de-dollarization trend, fiscal concerns in the U.S., and political uncertainty, which drives demand for alternative stores of value.
Commodities
YOUTUBE
Showing 2 of 2 calls · sorted by mentions

Jimmy Muchechetere has 2 trade ideas tracked on Buzzberg across 2 tickers since April 2026. Most covered: GOLD, NVDA.