Calls
3
Kieran Calder
Head of AI Equity Research, UBP
Win Rate
100.0%
return
+3.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 31
$67.83
+2.2%
U.S. bank valuations have been disconnected from interest rates but the sector continues to move higher, helped by AI-related fees and recovering M&A and capital markets revenue back toward pre-2022 levels.
Thematic ETFs
Long
Aug 31
$765.42
+0.6%
Second-quarter U.S. earnings were a blowout and early AI capex monetization is showing up through cloud revenue; two large frontier LLMs have run rates over $100 billion, supporting U.S. equities.
Equity Indexes
Long
Jul 27
$175.88
+6.6%
The AI infrastructure buildout will be followed by widespread AI services, leading to sustained demand; we want to be long the AI trade through this cycle.
Thematic ETFs
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Kieran Calder has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: SPY, XLK, KBE.
