Calls
8
#574
Alpha Score 55.6
Tracie McMillion
Chief Investment Officer, Wells Fargo
Win Rate
62.5%
return
+4.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 05
$51.75
+11.5%
We are buyers of financials in developed market equities. The steepening yield curve, deregulation, and expected re-acceleration in M&A will help margins and investment banking revenues.
Thematic ETFs
Long
Jul 08
$50.03
+6.2%
Utilities and materials play a key ancillary role in the AI buildout and are favored along with information technology.
Thematic ETFs
Long
Aug 26
$113.22
-0.3%
AI is a secular earnings story, so stay overweight information technology, communication services, and materials as ancillary AI plays with valuation support.
Thematic ETFs
Long
Aug 26
$182.26
+0.7%
AI is a secular earnings story, so stay overweight information technology, communication services, and materials as ancillary AI plays with valuation support.
Thematic ETFs
Long
Jul 08
$113.97
+23.8%
Oil has upside to $85 a barrel by year-end given persistent geopolitical risks and supply-demand dynamics, with more room to run in the coming months.
Commodities
Long
Jul 08
$45.77
-6.7%
Utilities and materials play a key ancillary role in the AI buildout and are favored along with information technology.
Thematic ETFs
Long
Jun 04
$755.72
+1.2%
We have a year-end S&P 500 target of 7,500, based on a robust economy, no Fed rate hikes in 2026, and increased M&A activity. The earnings backdrop supports further upside, and we advise investors to stay invested in equities.
Equity Indexes
Long
May 05
$53.09
-2.5%
We are buying US intermediate (3-7 year) investment grade bonds. The longer end faces pressure from higher rates, and we are paring long bonds and rotating into equities on weakness. Intermediate IG offers a good yield without excessive duration risk.
Bonds & Rates
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Tracie McMillion has 8 trade ideas tracked on Buzzberg across 8 tickers since March 2026. Ranked #574 on the Buzzberg Alpha leaderboard. Most covered: XLF, XLB, XLC.
