Calls
9
#655
Alpha Score 52.1
Meera Pandit
Global Market Strategist, JPMorgan Asset Management
Win Rate
66.7%
return
+3.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 09
$90.99
+8.3%
Cyclical sectors in Japan and Europe, particularly banks and industrials, are showing strength and can serve as a counterweight to heavy tech exposure, providing attractive diversification.
Equity Indexes
Long
Jun 09
$100.80
+11.1%
AI demand continues to drive earnings in tech and semiconductor sectors, with Taiwan and Korea benefiting as key emerging markets with high exposure to this secular trend; investors should participate selectively.
Equity Indexes
Long
Jun 09
$182.57
+3.4%
AI demand continues to drive earnings in tech and semiconductor sectors, with Taiwan and Korea benefiting as key emerging markets with high exposure to this secular trend; investors should participate selectively.
Equity Indexes
Long
Aug 05
$101.64
-0.1%
The AI trade is rotating sharply among subsectors, making it essential to diversify across hyperscalers, software, and semiconductors rather than concentrate in one leg; fundamentals remain strong and the rotation creates opportunities.
Thematic ETFs
Long
Aug 05
$68.28
+2.3%
The AI trade is rotating sharply among subsectors, making it essential to diversify across hyperscalers, software, and semiconductors rather than concentrate in one leg; fundamentals remain strong and the rotation creates opportunities.
Thematic ETFs
Long
Aug 05
$575.10
-1.2%
The AI trade is rotating sharply among subsectors, making it essential to diversify across hyperscalers, software, and semiconductors rather than concentrate in one leg; fundamentals remain strong and the rotation creates opportunities.
Thematic ETFs
Long
Jun 29
$53.76
+6.5%
U.S. financials offer strong earnings growth and compressed valuations that sentiment hasn’t caught up to. Public banks are gaining loan growth as private credit faces dislocation, creating a value-oriented opportunity to balance AI-heavy portfolios.
Thematic ETFs
Long
Jun 09
$87.78
+2.7%
Cyclical sectors in Japan and Europe, particularly banks and industrials, are showing strength and can serve as a counterweight to heavy tech exposure, providing attractive diversification.
Equity Indexes
Long
Apr 10
$86.41
-6.3%
Inflation is still relatively contained, with the core year-over-year number in the mid-2% range, and higher headline inflation driven by gasoline could potentially cut into core spending and slow growth, keeping the Fed in check. The outlook supports a thesis of slightly below-trend growth and contained inflation, which hasn't changed the overall investment thesis much.
Bonds & Rates
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Meera Pandit has 9 trade ideas tracked on Buzzberg across 9 tickers since April 2026. Ranked #655 on the Buzzberg Alpha leaderboard. Most covered: EWT, EWJ, EWY.
