Calls
4
Salman Ahmed
Global Head of Macro and Strategic Asset Allocation, Fidelity International
Win Rate
100.0%
return
+6.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 21
$31.11
+1.8%
Commodities are attractive because the current capex boom extends beyond AI to include defense and supply chain restructuring, which drives broad commodity demand.
Commodities
Long
Apr 21
$47.79
+8.2%
As de-escalation occurs, they will reallocate away from the U.S. into energy and real rate countries (commodity exporters).
Commodities
Long
Apr 21
$223.09
+1.2%
European equities are more vulnerable due to energy dependence, but selective opportunities exist in security and hardware themes, such as national champion semiconductors.
Thematic ETFs
Long
Apr 21
$55.18
+16.3%
As de-escalation occurs, they will reallocate away from the U.S. into energy and real rate countries (commodity exporters).
Thematic ETFs
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Salman Ahmed has 4 trade ideas tracked on Buzzberg across 4 tickers since April 2026. Most covered: ITA, XLE, DJP.
