Calls
5
#848
Alpha Score 53.6
Jodey Arrington
US Representative (R-Texas), Chair of House Budget Committee
Win Rate
60.0%
return
+8.1%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 02
$548.45
+2.3%
The administration wants to lift U.S. semiconductor production from about 1% to 40-50% by using tariffs: companies that build fabs in America avoid tariffs, while others pay for U.S. market access. Intel is on its way, and TSMC and Micron have committed over $500 billion combined to build in America.
Thematic ETFs
Short
Sep 02
$81.94
+0.3%
He warns the U.S. is running out of fiscal space: it is borrowing $2 trillion on a $7 trillion budget, half of borrowed money goes to debt interest, and the bond market is already pushing long-dated yields higher. He sees future borrowing difficulty, austerity, and tax increases as a real economic risk.
Bonds & Rates
Long
Sep 02
$223.32
-4.4%
He argues Congress must pass supplemental defense funding to replenish munitions and build the tanks needed for U.S. troops, and that future reconciliation should invest in military modernization. The current conflict and national defense make this spending a priority even without offsets.
Thematic ETFs
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Jodey Arrington has 5 trade ideas tracked on Buzzberg across 5 tickers since February 2026. Ranked #848 on the Buzzberg Alpha leaderboard. Most covered: SMH, X, NUE.
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
