Michael Strobaek

Global CIO, Lombard Odier
· tracked since Aug 2026
Calls
2
Win Rate
100.0%
return
+1.4%
Calls 2 1 Posts tracked · 1.0/day Posted today
Calls
7d 2
30d 2
90d 2
Best Calls
SMH Long +2.1%
EEM Long +0.8%
Worst Calls
No live losers yet
Most Mentioned
SMH ×1
EEM ×1
US TECH ×1
Recent Calls
SMH Long 20 hours ago
EEM Long 20 hours ago
Win Rate 100% Long 2 Short 0
Win Rate
7d —
30d —
90d —
Average Return +1.4% Long Return +1.4% Short Return -
Average Return
7d —
30d —
90d —
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
EEM iShares ... iShares MSCI Emergi...
Long
Aug 26
$67.25
+0.8%
Economic cycle continuation supports global equities overweight.
Concerns over the unsustainable US fiscal path will likely weaken the dollar, supporting dollar-negative sensitive assets like gold, bitcoin, and emerging market assets.
Equity Indexes
YOUTUBE
SMH VanEck S... VanEck Semiconductor ETF
Long
Aug 26
$555.82
+2.1%
Hyperscaler capex drives US tech earnings cycle.
The AI boom and hyperscaler capex spending are driving a strong, self-feeding earnings cycle, making it dangerous to be short US tech or semiconductors.
Thematic ETFs
YOUTUBE
Showing 2 of 2 calls · sorted by mentions

Michael Strobaek has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: SMH, EEM, US TECH.