Calls
2
Noah Weisberger
Chief Investment Strategist, BCA Research
Win Rate
0.0%
return
-6.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 06
$94.65
-1.9%
Software sector multiples became too compressed relative to the opportunity. Companies are starting to monetize AI on the revenue side, making the sector attractive with earnings growth still not at peak.
Thematic ETFs
Long
Jun 01
$194.96
-10.1%
The market is shifting from a cash-return regime to a reinvestment regime, and capex intensity is rising, but earnings growth is strong enough to support it. The market is rewarding this capex cycle. We are overweight all tech-related and AI buildout sectors and underweight defense sectors, given the strong demand backdrop and the view that political risks are further out.
Thematic ETFs
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Noah Weisberger has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: IGV, XLK.
