Calls
4
Tim Craighead
Global Chief Content Officer, Bloomberg Intelligence
Win Rate
75.0%
return
+6.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 06
$390.71
+27.0%
Microsoft has underperformed the tech rally due to disruption fears, but BI believes it remains a leading LLM cloud provider. A new Office suite launch in the second half will drive revenue, setting the stock up for a positive surprise.
Hyperscalers
Long
Aug 03
$47.08
+0.1%
Novo Nordisk's weight‑loss drug Wegovy is seeing stronger prescription trends than consensus expects, and Bloomberg Intelligence sees potential for an upside earnings surprise.
GLP-1 / Obesity
Long
Aug 20
$92.23
+0.7%
European equities are trading at a significant valuation discount (15x earnings) compared to the US (20x earnings) while delivering robust, broad-based earnings beats, presenting an opportunity to broaden exposure away from US overweights.
Equity Indexes
Long
Aug 03
$106.42
-2.8%
HSBC is benefitting from wealth flows coming through mainland China, which is a big positive driver for the bank.
Banks
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Tim Craighead has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: MSFT, MYMMY, NVO.
