Calls
3
Jitania Kandhari
Deputy CIO, Solutions and Multi-Asset Group, Morgan Stanley Investment Management
Win Rate
33.3%
return
-3.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 16
$52.71
+0.0%
Memory is the real foundation of the token economy, with supply bottlenecks and strong capex-driven demand providing visibility for the next 6-8 quarters. Despite high positioning and stock runs, fundamentals support the sector.
Thematic ETFs
Long
Apr 21
$37.27
-8.4%
China is benefiting from the multipolar world by securing energy supply chains for Asia without confronting the U.S., making it a winner in the current geopolitical landscape.
Equity Indexes
Long
Apr 21
$125.66
-1.4%
Due to damage to energy infrastructure in Saudi Arabia, Kuwait, LNG facilities, and desalination plants from the Iran conflict, oil supply is constrained, and markets are complacent about this, indicating potential for higher oil prices.
Commodities
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Jitania Kandhari has 3 trade ideas tracked on Buzzberg across 3 tickers since March 2026. Most covered: BNO, FXI, DRAM.
