Shoqat Bunglawala

Goldman Sachs Asset Management, Multi-Asset Solutions EMEA Head
· tracked since Apr 2026
Calls 1 3 Posts tracked · 0.1/day
Calls
7d 0
30d 1
90d 1
Best Calls
SMH long +12.0%
Worst Calls
No live losers yet
Most Mentioned
SMH ×1
Recent Calls
SMH long 2 weeks ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d —
90d —
Average Return +12.0% Long Return +12.0% Short Return -
Average Return
7d +3.1%
30d —
90d —
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Thesis
Theme
Source
SMH VanEck S... VanEck Semiconductor ETF
Long
May 15
$559.26
+12.0%
Semiconductors clearest AI capex beneficiary.
The clearest beneficiary of AI capital expenditure is the semiconductor sector. AI spending is driving an extraordinary industrial rollout with power infrastructure, data centers, and energy, contributing significantly to GDP growth. This spend justifies itself through accelerating revenue growth, and semiconductors are the most direct way to capture that theme.
AI/Semi
YOUTUBE
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