#548
Alpha Score 35.0
Mel Madison
writer, investor, founder, and fintech executive
Visual Insights
Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 18
$70.66
+0.3%
Emerging markets broadly have been beaten down by Iran war fears and a strong dollar. The iShares MSCI Emerging Markets ETF (EEM) provides diversified exposure, including AI-heavy Korea and cheap Chinese internet names. With a commodity supercycle and a weakening dollar, EM is poised for a second-half rebound.
Macro
Long
Jun 18
$34.03
-0.4%
Brazil's Bovespa index is bottoming technically: it has not touched its 200-day moving average since the Liberation Day selloff, MACD is turning up, and daily RSI is rising from oversold levels below 30. Political catalysts (election, meeting between Lula and Trump) could further unlock value in this commodity-heavy market.
Macro
Long
Jun 18
$83.48
-1.5%
Gold and silver miners have been hit by a double whammy of falling underlying metal prices and rising diesel fuel input costs. Now metal prices are recovering while oil (diesel) costs are dropping sharply, creating a powerful earnings tailwind. GDX has already bounced from $73 to $90 and could reach $95 by July as the truce holds and oil stays low.
Other
Long
Jun 18
$389.54
-0.6%
Gold sold off to around $4,000 on panic around Iran war fears. With oil plunging, a truce holding, and falling gasoline prices, headline CPI will likely turn negative month-over-month in the coming months, creating deflationary pressure that forces the Fed to cut rates. That environment is historically very bullish for gold.
Macro
Long
Jun 18
$34.09
-0.6%
Latin American markets (Argentina, Chile, Brazil, Mexico) are commodity producers set to benefit from a weaker dollar and the commodity supercycle. These markets have been heavily sold and offer a differentiated way to isolate the region's recovery via the iShares Latin America 40 ETF (ILF).
Macro
Long
Jun 18
$1123.85
+0.9%
Micron and other memory names still have significant upside driven by AI compute demand. Micron trades at a very low forward multiple (~5x) and could end the year at $1,500, a roughly 50% gain from current levels. The AI earnings momentum remains too powerful to ignore, even as some profits are taken for rotation.
AI/Semi
Long
Jun 18
$104.59
-0.6%
Gold and silver miners have been hit by a double whammy of falling underlying metal prices and rising diesel fuel input costs. Now metal prices are recovering while oil (diesel) costs are dropping sharply, creating a powerful earnings tailwind. GDX has already bounced from $73 to $90 and could reach $95 by July as the truce holds and oil stays low.
Other
Long
Jun 18
$59.87
-0.6%
Silver is a higher-beta play on gold and also has a massive industrial demand component (solar panels, solid-state batteries, weapons/munitions, AI power needs). The paper market has likely suppressed prices for years, and a combination of rising monetary demand and underappreciated industrial use cases sets up silver for significant upside.
Other
Long
Jun 18
$178.63
+1.7%
SpaceX is a long-duration, asset-heavy monopoly with no easy competitors. It behaves like a giant call option: if Elon Musk achieves even half of his vision, it becomes a $5–10 trillion company over the next decade. Buyers should accumulate on pullbacks toward the $150–170 first-day trading range, and early index inclusion plus a locked-up retail float add mechanical upside.
Other
Long
Jun 18
$52.26
-1.2%
Sectors that have not participated during the Iran war selloff (materials, industrials) should play catch-up as the peace deal holds and oil prices drop. Taking profits from extended AI/memory names and rotating into XLB and XLI is a prudent second-half reallocation.
Other
Long
Jun 18
$181.72
-0.3%
Sectors that have not participated during the Iran war selloff (materials, industrials) should play catch-up as the peace deal holds and oil prices drop. Taking profits from extended AI/memory names and rotating into XLB and XLI is a prudent second-half reallocation.
Other
Showing 11 of 11 picks · sorted by mentions
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Mel Madison has 11 trade ideas tracked on Buzzberg across 11 tickers since June 2026. Ranked #548 on the Buzzberg Alpha leaderboard. Most covered: SILVER, MU, GDX.