Calls
3
Michael Nizard
Multi-Asset and Overlay Head, Edmond de Rothschild
Win Rate
0.0%
return
-1.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 31
$70.70
-1.2%
Europe is undergoing a quiet infrastructure and industrial revolution; German and European equities should benefit from 5-10 year infrastructure plans and earnings durability that investors underestimate.
Equity Indexes
Long
Aug 31
$555.25
-1.8%
The market underestimates the duration of the AI earnings cycle; earnings growth of 15-30% is broadening beyond hardware and semiconductors, and falling AI intelligence costs support margin resilience.
Thematic ETFs
Long
Aug 31
$91.84
-1.2%
Europe is undergoing a quiet infrastructure and industrial revolution; German and European equities should benefit from 5-10 year infrastructure plans and earnings durability that investors underestimate.
Equity Indexes
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Michael Nizard has 3 trade ideas tracked on Buzzberg across 3 tickers since August 2026. Most covered: SMH, VGK, EZU.
