Calls
10
#843
Alpha Score 35.1
Lisa Shalett
Chief Investment Officer, Morgan Stanley Wealth Management
Win Rate
40.0%
return
+0.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 25
$260.57
-0.5%
Hyperscalers such as Google, Microsoft and Amazon deserve to be interest-rate insensitive because of rock-solid balance sheets and extraordinary cash flow generation; they can continue to grind up even if rates stay higher.
Hyperscalers
Long
Aug 25
$346.35
-1.0%
Hyperscalers such as Google, Microsoft and Amazon deserve to be interest-rate insensitive because of rock-solid balance sheets and extraordinary cash flow generation; they can continue to grind up even if rates stay higher.
Hyperscalers
Long
Aug 25
$488.93
+4.2%
Hyperscalers such as Google, Microsoft and Amazon deserve to be interest-rate insensitive because of rock-solid balance sheets and extraordinary cash flow generation; they can continue to grind up even if rates stay higher.
Hyperscalers
Long
Jul 27
$58.59
+10.5%
The market has stopped rewarding good news, signaling a narrative shift where more capex is no longer viewed as more. To manage this, we are moving into defensive, income-oriented sectors—energy, utilities, REITs, health care, consumer staples—and taking profits in semiconductors.
Thematic ETFs
Long
Jul 27
$85.38
-0.0%
The market has stopped rewarding good news, signaling a narrative shift where more capex is no longer viewed as more. To manage this, we are moving into defensive, income-oriented sectors—energy, utilities, REITs, health care, consumer staples—and taking profits in semiconductors.
Thematic ETFs
Long
Jul 27
$45.95
-3.5%
The market has stopped rewarding good news, signaling a narrative shift where more capex is no longer viewed as more. To manage this, we are moving into defensive, income-oriented sectors—energy, utilities, REITs, health care, consumer staples—and taking profits in semiconductors.
Thematic ETFs
Long
Jul 27
$164.35
+5.2%
The market has stopped rewarding good news, signaling a narrative shift where more capex is no longer viewed as more. To manage this, we are moving into defensive, income-oriented sectors—energy, utilities, REITs, health care, consumer staples—and taking profits in semiconductors.
Thematic ETFs
Long
Feb 11
$467.63
-12.3%
Central banks are diversifying reserves, and non-dollar stablecoin issuers are buying gold to collateralize tokens. Gold is effectively diversifying portfolios against stocks (unlike Treasuries recently). The structural bid from de-dollarization and crypto-collateralization provides a floor. LONG Gold. High real rates usually pressure gold, though that correlation has broken recently.
Central banks are diversifying reserves, and non-dollar stablecoin issuers are buying gold to collateralize tokens. Gold is effectively diversifying portfolios against stocks (unlike Treasuries recently). The structural bid from de-dollarization and crypto-collateralization provides a floor. LONG Gold. High real rates usually pressure gold, though that correlation has broken recently.
Commodities
Short
Feb 11
$264.95
-11.3%
43% of the Russell 2000 is unprofitable. Small caps are "really, really low quality." They cannot make money even with nominal GDP over 5%. If the economy slows, these companies are structurally broken. The "Small Cap" trade is a trap; quality is elsewhere. SHORT Small Caps. A massive drop in interest rates could temporarily float zombie companies.
43% of the Russell 2000 is unprofitable. Small caps are "really, really low quality." They cannot make money even with nominal GDP over 5%. If the economy slows, these companies are structurally broken. The "Small Cap" trade is a trap; quality is elsewhere. SHORT Small Caps. A massive drop in interest rates could temporarily float zombie companies.
Equity Indexes
Long
Feb 11
$52.74
+10.9%
Financials sold off sharply (e.g., SCHW down 7%) on fears of AI disruption from new fintech tools. The selloff is "silly." AI tools (like tax planning) rely on data that incumbents (banks/wealth managers) own and control. The disruption threat is overstated, creating a value entry point in high-quality financials. LONG Financials (Morgan Stanley's #1 high conviction sector). Rapid adoption of AI agents actually displacing human advisors faster than expected.
Financials sold off sharply (e.g., SCHW down 7%) on fears of AI disruption from new fintech tools. The selloff is "silly." AI tools (like tax planning) rely on data that incumbents (banks/wealth managers) own and control. The disruption threat is overstated, creating a value entry point in high-quality financials. LONG Financials (Morgan Stanley's #1 high conviction sector). Rapid adoption of AI agents actually displacing human advisors faster than expected.
Thematic ETFs
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Lisa Shalett has 10 trade ideas tracked on Buzzberg across 10 tickers since February 2026. Ranked #843 on the Buzzberg Alpha leaderboard. Most covered: AMZN, MSFT, GOLD.
