Rohit Sipahi Malani

International CIO, Temasek

· tracked since Jul 2026

Calls

Win Rate

100.0%

return

+1.3%

Calls 1 1 Posts tracked · 0.3/day

Calls

7d 1

30d 1

90d 1

Best Calls

SPY long +1.3%

Worst Calls

No live losers yet

Most Mentioned

SPY ×1

AI AND SEMICONDUCTOR SECTOR ×1

Recent Calls

SPY long 3 days ago

Win Rate 100% Long 1 Short 0

Win Rate

7d —

30d —

90d —

Average Return +1.3% Long Return +1.3% Short Return -

Average Return

7d —

30d —

90d —

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Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

SPY SPDR S&P... SPDR S&P 500 ETF Trust

Long

Jul 09

$745.40

+1.3%

AI and US equities offer strong earnings growth

CapEx-driven AI growth cycles strongly boost earnings; the AI ecosystem generates half a trillion dollars in free cash flow. Hyperscalers trade at low multiples, and US equity multiples have actually fallen this year despite price gains because of rapid earnings growth. Temasek is actively ramping up exposure to AI and the Americas.

Equity Indexes

YOUTUBE

Showing 1 of 1 picks · sorted by mentions

Rohit Sipahi Malani has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: SPY, AI AND SEMICONDUCTOR SECTOR.