Calls
19
#877
Alpha Score 31.3
Milton Berg
Founder, MB Advisors
Win Rate
57.9%
return
-0.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 23
$711.22
+7.1%
The S&P 500 is in a strong bullish uptrend supported by multiple rare technical indicators: four upside gaps off the March low, an unprecedented 1-year high just 12 days after a 9% decline, and historical signals that project to 8,400-8,800 within a year. The correction ended in March and the bull market that began in April 2025 is resuming. Institutions are leveraged long and retail accounts have been 100% long since April 10th.
Equity Indexes
Long
Apr 23
$277.34
+4.8%
The Russell 2000 is a 25% position for institutions. A rare signal triggered: Russell up 8 out of 9 days with its greatest 10-day gain in 5 years, combined with S&P 500 at a new 30-day high. Historical precedents project a median gain of 32.8% over the next year, with minimal drawdowns. Small-cap strength confirms broad market participation.
Equity Indexes
Long
Apr 23
$654.42
+8.2%
The NASDAQ 100 (NDX) has rallied 17.55% from its March low with four impulsive gaps, a cycle date low, and a new all-time high. The double top from October/January proved to be a minor correction within a continuing bull market. Institutions hold a 40% overweight position in NDX.
Equity Indexes
Long
Jul 29
$142.94
+22.3%
The KOSPI has declined about 44% to its morning low with an orderly, exhaustive gap pattern and no major downside gaps until very recently. This action often precedes a low and a reversal. Today coincides with a Montgomery cycle date, a historically reliable turning point, giving higher probability of a short-term bottom. The firm took a 1% tactical long position to test the waters, planning to add on confirmation or exit if lows fail.
Equity Indexes
Long
Apr 23
$441.82
+13.0%
The Philadelphia Semiconductor Index (SOX) is leading the market higher with a 38.82% gain since March lows, five upside gaps, and an impulsive breakout gap. The momentum is very strong and the sector is a core long for institutional portfolios. The move is early in a long-term uptrend.
Thematic ETFs
Long
Jul 29
$74.25
+28.1%
Gold, silver, and gold miners (GDX) have experienced large corrections. The firm has taken a tactical long position (5% each) expecting a rally from these oversold levels. The long-term fundamental view remains bearish on gold, silver, and gold stocks; this is purely a short-term tactical trade based on the size of the pullback.
Thematic ETFs
Long
Jul 29
$373.14
+6.4%
Gold, silver, and gold miners (GDX) have experienced large corrections. The firm has taken a tactical long position (5% each) expecting a rally from these oversold levels. The long-term fundamental view remains bearish on gold, silver, and gold stocks; this is purely a short-term tactical trade based on the size of the pullback.
Commodities
Short
Jul 29
$659.91
-7.3%
The market is in a corrective phase with technical topping signals: double island tops in the semiconductor index, exhaustive gaps in the S&P 100 at cycle highs, and no panic volume spikes to suggest a bottom. Rising rates and heavy AI-related borrowing make overvalued technology stocks even more vulnerable. The firm went short semiconductors, NDX, and OEX in June and has not yet covered because more downside is expected.
Equity Indexes
Long
Jul 29
$52.08
+11.2%
Gold, silver, and gold miners (GDX) have experienced large corrections. The firm has taken a tactical long position (5% each) expecting a rally from these oversold levels. The long-term fundamental view remains bearish on gold, silver, and gold stocks; this is purely a short-term tactical trade based on the size of the pullback.
Commodities
Short
Jul 29
$460.90
-8.3%
The market is in a corrective phase with technical topping signals: double island tops in the semiconductor index, exhaustive gaps in the S&P 100 at cycle highs, and no panic volume spikes to suggest a bottom. Rising rates and heavy AI-related borrowing make overvalued technology stocks even more vulnerable. The firm went short semiconductors, NDX, and OEX in June and has not yet covered because more downside is expected.
Thematic ETFs
Long
Feb 11
$95.61
-0.2%
Berg’s "Long Life" portfolio is holding specific international positions: Argentina (ARGT), Trip.com (TCOM), Alibaba (BABA), Shinhan Financial (SHG), and Korea Electric Power (KEP). While bearish on US Beta, Berg identifies technical breakouts in foreign markets that are undervalued or uncorrelated to the US tech bubble. Korea and China are showing "new high" breakouts while US software lags. Long specific international value/growth plays. Global recession or US dollar strength hurting emerging markets.
Berg’s "Long Life" portfolio is holding specific international positions: Argentina (ARGT), Trip.com (TCOM), Alibaba (BABA), Shinhan Financial (SHG), and Korea Electric Power (KEP). While bearish on US Beta, Berg identifies technical breakouts in foreign markets that are undervalued or uncorrelated to the US tech bubble. Korea and China are showing "new high" breakouts while US software lags. Long specific international value/growth plays. Global recession or US dollar strength hurting emerging markets.
Equity Indexes
Long
Feb 11
$164.32
-31.4%
Berg’s "Long Life" portfolio is holding specific international positions: Argentina (ARGT), Trip.com (TCOM), Alibaba (BABA), Shinhan Financial (SHG), and Korea Electric Power (KEP). While bearish on US Beta, Berg identifies technical breakouts in foreign markets that are undervalued or uncorrelated to the US tech bubble. Korea and China are showing "new high" breakouts while US software lags. Long specific international value/growth plays. Global recession or US dollar strength hurting emerging markets.
Berg’s "Long Life" portfolio is holding specific international positions: Argentina (ARGT), Trip.com (TCOM), Alibaba (BABA), Shinhan Financial (SHG), and Korea Electric Power (KEP). While bearish on US Beta, Berg identifies technical breakouts in foreign markets that are undervalued or uncorrelated to the US tech bubble. Korea and China are showing "new high" breakouts while US software lags. Long specific international value/growth plays. Global recession or US dollar strength hurting emerging markets.
Retail & Mobility
Long
Feb 11
$500.02
+0.4%
Berg is long Seagate (STX) due to a technical breakout on a gap, Phinia (PHIN) as a recent add, Constellation Energy (CEG) as an AI-energy play, and Berkshire Hathaway (BRK.B) as a cash proxy. Even in a potential market top, specific stocks with low P/Es or strong technical momentum (gap breakouts) can outperform. Berkshire is held as a defensive "cash alternative" that holds up better in downturns. Long idiosyncratic US equities with strong technical setups. Broad market beta drag if the S&P 500 crashes significantly.
Berg is long Seagate (STX) due to a technical breakout on a gap, Phinia (PHIN) as a recent add, Constellation Energy (CEG) as an AI-energy play, and Berkshire Hathaway (BRK.B) as a cash proxy. Even in a potential market top, specific stocks with low P/Es or strong technical momentum (gap breakouts) can outperform. Berkshire is held as a defensive "cash alternative" that holds up better in downturns. Long idiosyncratic US equities with strong technical setups. Broad market beta drag if the S&P 500 crashes significantly.
Capital Markets
Long
Feb 11
$276.85
+1.1%
Berg is long Seagate (STX) due to a technical breakout on a gap, Phinia (PHIN) as a recent add, Constellation Energy (CEG) as an AI-energy play, and Berkshire Hathaway (BRK.B) as a cash proxy. Even in a potential market top, specific stocks with low P/Es or strong technical momentum (gap breakouts) can outperform. Berkshire is held as a defensive "cash alternative" that holds up better in downturns. Long idiosyncratic US equities with strong technical setups. Broad market beta drag if the S&P 500 crashes significantly.
Berg is long Seagate (STX) due to a technical breakout on a gap, Phinia (PHIN) as a recent add, Constellation Energy (CEG) as an AI-energy play, and Berkshire Hathaway (BRK.B) as a cash proxy. Even in a potential market top, specific stocks with low P/Es or strong technical momentum (gap breakouts) can outperform. Berkshire is held as a defensive "cash alternative" that holds up better in downturns. Long idiosyncratic US equities with strong technical setups. Broad market beta drag if the S&P 500 crashes significantly.
Nuclear Power
Long
Feb 11
$21.41
-45.2%
Berg’s "Long Life" portfolio is holding specific international positions: Argentina (ARGT), Trip.com (TCOM), Alibaba (BABA), Shinhan Financial (SHG), and Korea Electric Power (KEP). While bearish on US Beta, Berg identifies technical breakouts in foreign markets that are undervalued or uncorrelated to the US tech bubble. Korea and China are showing "new high" breakouts while US software lags. Long specific international value/growth plays. Global recession or US dollar strength hurting emerging markets.
Berg’s "Long Life" portfolio is holding specific international positions: Argentina (ARGT), Trip.com (TCOM), Alibaba (BABA), Shinhan Financial (SHG), and Korea Electric Power (KEP). While bearish on US Beta, Berg identifies technical breakouts in foreign markets that are undervalued or uncorrelated to the US tech bubble. Korea and China are showing "new high" breakouts while US software lags. Long specific international value/growth plays. Global recession or US dollar strength hurting emerging markets.
Electric Utilities
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Milton Berg has 19 trade ideas tracked on Buzzberg across 17 tickers since February 2026. Win rate 58% across 19 evaluated calls, average return -0.6%. Ranked #877 on the Buzzberg Alpha leaderboard. Most covered: SPY, IWM, QQQ.
