#1637 Alpha Score 20.2

Sylvia Jablonski

Chief Investment Officer, Defiance ETFs
@Sylvushka · tracked since Jan 2026
1637
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Alpha Score 20.2
Calls
23
Win Rate
52.2%
return
-0.5%
Calls 23 15 Posts tracked · 0.1/day
Calls
7d 1
30d 1
90d 5
Win Rate 52% Long 23 Short 0
Win Rate
7d 48%
30d 45%
90d 67%
Average Return -0.5% Long Return -0.5% Short Return -
Average Return
7d -2.3%
30d -2.2%
90d +3.7%
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Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 15
$7.95
+9.2%
AI thematic ETFs see insatiable demand
Sylvia says ETF investor appetite is insatiable for AI and AI infrastructure and related themes such as quantum, AI power, and capacitors. These thematic products have taken off very quickly, and ETFs provide diversified exposure to an AI sector that individual investors cannot easily trade themselves.
Quantum
Long
Aug 05
$361.11
-4.1%
AI hyperscalers win by monetizing AI spend.
AI hyperscalers are the real winners of the current earnings season. Companies like Oracle, Microsoft, Amazon, and Google are spending heavily on AI and are successfully monetizing it, which is driving strong earnings. With 86% of companies beating EPS and a 47% year-over-year growth rate marking seven consecutive quarters of double-digit growth, these hyperscalers are delivering superior performance compared to the broader AI or chip sectors.
Hyperscalers
Long
Aug 05
$272.53
-6.6%
AI hyperscalers win by monetizing AI spend.
AI hyperscalers are the real winners of the current earnings season. Companies like Oracle, Microsoft, Amazon, and Google are spending heavily on AI and are successfully monetizing it, which is driving strong earnings. With 86% of companies beating EPS and a 47% year-over-year growth rate marking seven consecutive quarters of double-digit growth, these hyperscalers are delivering superior performance compared to the broader AI or chip sectors.
Hyperscalers
Showing 3 of 23 calls · sorted by mentions

Sylvia Jablonski has 23 trade ideas tracked on Buzzberg across 23 tickers since January 2026. Win rate 52% across 23 evaluated calls, average return -0.5%. Ranked #1637 on the Buzzberg Alpha leaderboard. Most covered: PLTR, AVAV, KTOS.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology