#157 Alpha Score 79.3

Nadia Lovell

UBS Global Wealth Management
· tracked since Mar 2026
157
BUZZBERG Alpha Score combines three things: realized average return, confidence in the sample size, idea volume, and speaker reputation. Speakers with only a few calls are pulled closer to the platform average; speakers with many evaluated ideas keep more of their own return. Reputation only boosts: 5.0 or lower is neutral, while scores above 5 add weight. Scores are normalized to 0-100; 100 is best. Read the FAQ
Alpha Score 79.3
Calls 7 4 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 7
Best Calls
EWY long +66.4%
SMH long +38.0%
XLK long +27.5%
Worst Calls
EWL long -0.2%
Most Mentioned
SPY ×3
EWY ×2
SMH ×2
Recent Calls
XLV long 1 month ago
EWL long 1 month ago
RSP long 1 month ago
Win Rate 86% Long 7 Short 0
Win Rate
7d 57%
30d 57%
90d —
Average Return +21.5% Long Return +21.5% Short Return -
Average Return
7d +1.5%
30d +5.5%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
RSP Invesco ... Invesco S&P 500 Equ...
Long
Apr 16
$200.59
+4.4%
Prefer equal-weighted S&P 500 over cap-weighted.
UBS favors the equal-weighted S&P 500 over the market-cap weighted index because mega IPOs could impact market concentration and help clients manage concentrated positions.
Macro
YOUTUBE
SMH VanEck S... VanEck Semiconductor ETF
Long
Apr 16
$453.91
+38.0%
Focus on AI semiconductors and infrastructure.
UBS remains positive on AI but selective, focusing on areas with proof of monetization such as semiconductors, semiconductor capital equipment, networking, and power-constrained areas in data centers.
AI/Semi
YOUTUBE
EWY iShares ... iShares MSCI South ...
Long
Mar 06
$126.73
+66.4%
South Korean markets sold off aggressively due to fears over oil imports (Korea is a net energy importer). Lovell argues the sell-off is an overreaction. The core thesis for South Korea is memory chips/AI (Samsung/SK Hynix), which remains intact. The energy tax is painful but doesn't break the secular demand for memory. Long South Korea (EWY) as a contrarian play on the dip. Prolonged oil shock causes a global recession, crushing demand for electronics/chips.
South Korean markets sold off aggressively due to fears over oil imports (Korea is a net energy importer). Lovell argues the sell-off is an overreaction. The core thesis for South Korea is memory chips/AI (Samsung/SK Hynix), which remains intact. The energy tax is painful but doesn't break the secular demand for memory. Long South Korea (EWY) as a contrarian play on the dip. Prolonged oil shock causes a global recession, crushing demand for electronics/chips.
Macro
YOUTUBE
EWL iShares ... iShares MSCI Switze...
Long
Apr 16
$61.04
-0.2%
Upgraded Switzerland as defensive play.
UBS has upgraded defensive areas such as Switzerland due to geopolitical uncertainty, viewing it as a safe-haven market.
Macro
YOUTUBE
IGN iShares ... iShares North Ameri...
Long
Apr 16
$116.87
+13.5%
Focus on AI semiconductors and infrastructure.
UBS remains positive on AI but selective, focusing on areas with proof of monetization such as semiconductors, semiconductor capital equipment, networking, and power-constrained areas in data centers.
AI/Semi
YOUTUBE
XLK Technolo... Technology Select S...
Long
Apr 16
$151.52
+27.5%
Focus on AI semiconductors and infrastructure.
UBS remains positive on AI but selective, focusing on areas with proof of monetization such as semiconductors, semiconductor capital equipment, networking, and power-constrained areas in data centers.
AI/Semi
YOUTUBE
XLV Health C... Health Care Select ...
Long
Apr 16
$146.83
+0.8%
Upgraded health care sector.
UBS has upgraded health care as a defensive area in response to market uncertainties.
Healthcare
YOUTUBE
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