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Stephanie Aliaga 0.7 3 ideas
Global Market Strategist, JPMorgan Asset Management
After 1 day
N/A
3/15 min ideas
After 1 week
N/A
3/15 min ideas
After 1 month
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3/15 min ideas
By sector
ETF
2 ideas
-1.1%
Stock
1 ideas
+6.7%
Top tickers (by frequency)
MU
1 ideas
100% W
+6.7%
EWY
1 ideas
100% W
+1.8%
SOXX
1 ideas
0% W
-3.9%
Best and worst calls
Best calls
MU LONG
+6.7%
Aliaga states that while the "AI Scare Trade" hurts software, the "nuts and bolts" of AI are still in high demand. She e...
Feb 12
EWY LONG
+1.8%
Aliaga states that while the "AI Scare Trade" hurts software, the "nuts and bolts" of AI are still in high demand. She e...
Feb 12
SOXX LONG
-3.9%
Aliaga states that while the "AI Scare Trade" hurts software, the "nuts and bolts" of AI are still in high demand. She e...
Feb 12
Worst calls
SOXX LONG
-3.9%
Aliaga states that while the "AI Scare Trade" hurts software, the "nuts and bolts" of AI are still in high demand. She e...
Feb 12
EWY LONG
+1.8%
Aliaga states that while the "AI Scare Trade" hurts software, the "nuts and bolts" of AI are still in high demand. She e...
Feb 12
MU LONG
+6.7%
Aliaga states that while the "AI Scare Trade" hurts software, the "nuts and bolts" of AI are still in high demand. She e...
Feb 12
Aliaga states that while the "AI Scare Trade" hurts software, the "nuts and bolts" of AI are still in high demand. She explicitly notes, "Memory is really the bottleneck here, not just the raw intelligence... these agents require memory." As AI shifts from simple chatbots to "Agentic AI" (complex tasks), the computational load on memory chips increases exponentially. Pricing power for memory manufacturers (Samsung, SK Hynix, Micron) is surging because demand outstrips supply, and they have "real moats." LONG Memory manufacturers as the primary beneficiaries of the next phase of AI capex. Hyperscalers (Microsoft, Google, Meta) cutting capex spending due to lack of immediate ROI.
Global Market Strategist,...