Calls
2
Paul Quinsee
Global Head of Equities, JPMorgan Asset Management
Win Rate
100.0%
return
+7.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 14
$37.83
+11.9%
Investors should diversify away from concentrated US tech into international value stocks and European banks, which offer cheap valuations, strong earnings growth, and less AI exposure, with potential currency tailwinds.
Equity Indexes
Long
May 14
$569.83
+2.5%
Semiconductors continue to have strong fundamental support, with earnings multiples still in single digits and earnings momentum not yet peaking. Despite warning signs like elevated volatility and retail euphoria, the underlying drivers (frontier models, hyperscaler investment) remain intact. The trend is not over, so exposure should be maintained or watched closely.
Thematic ETFs
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Paul Quinsee has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: INTERNATIONAL VALUE STOCKS, SMH, EUFN.
