Calls
2
Kevin Foley
Co-Head of Global Investment Banking, JPMorgan
Win Rate
100.0%
return
+2.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 01
$63.15
+1.9%
AI infrastructure activity is not being slowed by financing availability or higher capital costs. The productivity and return enhancements from AI projects are described as astronomical, so project costs can absorb higher rates, and no projects have been delayed solely due to lack of financing.
Thematic ETFs
Long
Sep 01
$52.37
+3.9%
The IPO market is highly receptive because the number of public companies has declined, global equity market value has nearly doubled to about $160 trillion, and AI represents a transformative technology with ripple effects. This broad appetite means larger AI and AI-adjacent deals can be absorbed, and AI issuance is not crowding out other issuers.
Thematic ETFs
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Kevin Foley has 2 trade ideas tracked on Buzzberg across 2 tickers since September 2026. Most covered: IPO, AIQ.
