Racquel Oden

Head of Wealth and Personal Banking, HSBC
· tracked since Apr 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
XLK long +42.7%
Worst Calls
No live losers yet
Most Mentioned
XLK ×1
Recent Calls
XLK long 2 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d —
Average Return +42.7% Long Return +42.7% Short Return -
Average Return
7d +5.1%
30d +19.7%
90d —
Result
Result
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Theme Stance
Ticker
Side
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Opened
Entry
P&L
Thesis
Theme
Source
XLK Technolo... Technology Select S...
Long
Apr 02
$135.41
+42.7%
Oden explicitly states, "I'm focused on Tech." She cites a dramatic repricing, with the tech sector P/E multiple falling from ~36.7% at the start of the year to 21.7%. The selloff has created a "great opportunity" as the long-term earnings story for tech remains strong, driven by AI. She notes a broadening beyond the "Mag 7," with the "Forgotten 493" showing stronger earnings performance. The valuation compression combined with sustained AI-driven earnings growth makes tech a buy. "This is a great opportunity." A sustained conflict leading to a recession, which would force a reassessment of all earnings predictions.
Oden explicitly states, "I'm focused on Tech." She cites a dramatic repricing, with the tech sector P/E multiple falling from ~36.7% at the start of the year to 21.7%. The selloff has created a "great opportunity" as the long-term earnings story for tech remains strong, driven by AI. She notes a broadening beyond the "Mag 7," with the "Forgotten 493" showing stronger earnings performance. The valuation compression combined with sustained AI-driven earnings growth makes tech a buy. "This is a great opportunity." A sustained conflict leading to a recession, which would force a reassessment of all earnings predictions.
AI/Semi
YOUTUBE
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