Calls
4
Matthew McClure
Goldman Sachs global co-head of investment
Win Rate
25.0%
return
-0.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 19
$62.99
+0.8%
There is a disproportionate amount of growth and enormous M&A activity in AI infrastructure, as well as in the mid-market, making these key areas of expansion for investment banking and capital deployment.
Thematic ETFs
Long
Aug 19
$54.44
-0.1%
The IPO market is healthy and open for business. Issuance has been broad-based: non-AI IPOs are up 30% year over year, with activity across biotech, aerospace and defense, industrials, and natural resources. The pipeline is confident and the direction of travel is positive, with incremental growth expected versus last year.
Thematic ETFs
Long
Aug 19
$57.15
-1.3%
Infrastructure is called out as a sector seeing enormous activity and disproportionate investment banking growth, with a lot of private capital going into that space.
Thematic ETFs
Long
Aug 19
$63.85
-0.4%
Private equity sponsor-backed M&A is showing gradual signs of life: private equity M&A volumes are up 10% by deal value year over year, confidence is growing among PE clients, and $1.5 trillion of dry powder must eventually be deployed, with M&A a major component.
Thematic ETFs
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Matthew McClure has 4 trade ideas tracked on Buzzberg across 4 tickers since August 2026. Most covered: IPO, PSP, AIQ.
