Calls
11
#454
Alpha Score 64.9
Keith Lerner
Chief Investment Officer, Truist Wealth
Win Rate
72.7%
return
+5.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 23
$157.12
+16.9%
The tech sector experienced a 37% valuation compression from peak to trough, the most in any recent shock. Forward earnings estimates are being revised higher by almost 20% over the last three months. The tech story is moving back to the forefront and has further to go.
Thematic ETFs
Long
Apr 23
$711.42
+7.5%
The U.S. economy and corporate America are resilient. 2022 will not repeat because companies are better prepared, the economy is strong, and risk assets are being driven higher by technology and financials. The underlying corporate earnings cycle remains supportive for U.S. equities.
Equity Indexes
Long
May 20
$60.33
+7.9%
Lerner maintains a long-standing overweight stance on U.S. tech, communications, and energy sectors, citing that these areas have the strongest upward earnings revisions in the market. He recommends staying overweight these sectors despite near-term risks.
Thematic ETFs
Long
May 06
$67.74
-1.0%
Emerging markets are trading around the median of historical PE, making them attractive relative to other areas.
Equity Indexes
Long
May 06
$288.93
+1.7%
Small caps are acting very well, with industrials and small-cap tech up over 30%, and the equal-weighted S&P 600 not at a high yet, providing a potential opportunity.
Equity Indexes
Long
Jun 16
$54.34
+6.2%
Financials have significantly underperformed, relative trends are improving, and a slightly better economy supports a catch-up trade. The upgrade is part of the rotation trade.
Thematic ETFs
Long
Aug 26
$174.23
-0.5%
Truist upgraded healthcare, supported by positive clinical trials and drug development, and healthcare likely benefits from AI.
Thematic ETFs
Long
Aug 12
$10.20
+2.0%
AI remains the dominant secular theme driving the market cycle, and despite high volatility and cash flow concerns, the major players will figure out monetization.
AI Software
Long
Aug 12
$72.19
+0.2%
AI remains the dominant secular theme driving the market cycle, and despite high volatility and cash flow concerns, the major players will figure out monetization.
Diagnostics
Long
May 20
$115.79
-2.5%
Lerner maintains a long-standing overweight stance on U.S. tech, communications, and energy sectors, citing that these areas have the strongest upward earnings revisions in the market. He recommends staying overweight these sectors despite near-term risks.
Thematic ETFs
Long
May 06
$88.84
+17.5%
Software sector is the leadership area within technology; semiconductors are extended short-term, so software is more attractive to own.
Thematic ETFs
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Keith Lerner has 11 trade ideas tracked on Buzzberg across 11 tickers since March 2026. Ranked #454 on the Buzzberg Alpha leaderboard. Most covered: XLK, SPY, EEM.
