Calls
5
#709
Alpha Score 35.4
Jordan Jackson
Global Market Strategist, J.P. Morgan Asset Management
Win Rate
20.0%
return
-3.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 07
$94.03
+8.4%
The AI 'picks and shovels'—semiconductors, software, and power—remain attractive as the market focuses on the AI value chain. Software earnings have been resilient and the sector has sold off too much, presenting opportunity.
Thematic ETFs
Long
Jul 07
$578.63
-0.8%
The semiconductor cycle is unusual, driven by insatiable AI demand across multiple areas. Supply tightness will persist because additional manufacturing floor space won't come online until 2027-2028. Earnings are keeping pace with stock gains, so the current selloff is not yet a reason to worry.
Thematic ETFs
Long
May 05
$98.75
-1.1%
For fixed income, a barbell approach: 60% in 1-year paper (short term Treasury bills) and 40% in intermediate core high-quality fixed income. This provides yields while hedging against demand destruction if oil stays elevated.
Bonds & Rates
Long
May 05
$58.27
-22.9%
Oil prices should reprice higher because observable inventories are being drawn down over the next 5-6 weeks, eroding the oversupply buffer. This creates risk of higher oil prices, which adds pressure on equities and bonds.
Commodities
Long
May 05
$100.43
+0.0%
For fixed income, a barbell approach: 60% in 1-year paper (short term Treasury bills) and 40% in intermediate core high-quality fixed income. This provides yields while hedging against demand destruction if oil stays elevated.
Bonds & Rates
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Jordan Jackson has 5 trade ideas tracked on Buzzberg across 5 tickers since May 2026. Ranked #709 on the Buzzberg Alpha leaderboard. Most covered: IGV, SMH, BNO.
