Calls
4
Niladri Mukherjee
Chief Investment Officer, TIAA Wealth Management
Win Rate
75.0%
return
+11.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 01
$99.88
+9.2%
Intel is coming back into demand due to lower-cost chips used in inference, benefiting from the AI buildout beyond just high-end GPUs.
Foundry Equipment
Long
May 01
$508.70
+12.5%
AI infrastructure spending continues to grow with demand outstripping supply; chip stocks (picks and shovels) still have more upside as hyperscalers and other enablers like power and cooling benefit.
Thematic ETFs
Long
Feb 11
$174.84
-2.8%
A value and cyclical rotation is happening in the market, driven by economic fundamentals rather than just a momentum unwind.
Thematic ETFs
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Niladri Mukherjee has 4 trade ideas tracked on Buzzberg across 4 tickers since February 2026. Most covered: IGV, SMH, XLI.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
