What are Troy Gayeski's latest trade ideas?

Buzzberg tracks 5 AI-analyzed trade ideas from Troy Gayeski. View bullish and bearish calls with confidence scores.

What is Troy Gayeski's track record on Buzzberg?

Troy Gayeski has 5 AI-analyzed trade ideas tracked on Buzzberg with a credibility score of 5.0. Coverage includes SMH, XLK, BOTZ and other tickers.

Troy Gayeski 5.0 5 ideas

Chief Market Strategist, Invesco

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5 thesis opens · 5 long · 0 short

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#	Ticker	Name	Stance	Conv	Entry	Theme	Thesis	Mentioned	Src
1	BOTZ	Global X Robotics & AI ETF	LONG	HIGH	$37.07	AI/Semi	The biggest exposure to benefit clients is through AI infrastructure plays such as digital…	Apr 21	YOUTUBE
2	XLK	Technology Select Sector SPD	LONG	HIGH	$155.19	AI/Semi	The biggest exposure to benefit clients is through AI infrastructure plays such as digital…	Apr 21	YOUTUBE
3	XLU	Utilities Select Sector SPDR	LONG	HIGH	$45.28	Energy	The biggest exposure to benefit clients is through AI infrastructure plays such as digital…	Apr 21	YOUTUBE
4	SMH	VanEck Semiconductor ETF	LONG	HIGH	$465.83	AI/Semi	The biggest exposure to benefit clients is through AI infrastructure plays such as digital…	Apr 21	YOUTUBE
5	MAGS	Roundhill Magnificent Seven	LONG	HIGH	$65.61	Macro	Hyperscalers or the Magnificent Seven minus Tesla are at borderline growth at a reasonable…	Apr 21	YOUTUBE

Positions

TickerDirEntryP&LDate

BOTZ LONG $37.07 Apr 21

XLK LONG $155.19 Apr 21

XLU LONG $45.28 Apr 21

SMH LONG $465.83 Apr 21

MAGS LONG $65.61 Apr 21

▶ YouTube Current Rally is 'V-Shaped Recovery for the Ages' Says Troy Gayeski

AI infrastructure offers growth at reasonable prices.

The biggest exposure to benefit clients is through AI infrastructure plays such as digital infrastructure financing, power control systems, and those involved in rack and cooling. This offers a powerful way to capitalize on AI growth without paying unreasonable prices, as middle market private equity provides entry at 7-13 times earnings versus public markets like the Russell 2000 trading at 19 times.

BOTZ XLK XLU SMH HIGH Bloomberg Markets Apr 21, 15:41

Troy Gayeski

Chief Market Strategist, Invesco

▶ YouTube Current Rally is 'V-Shaped Recovery for the Ages' Says Troy Gayeski

Big tech stocks are attractive due to low multiples.

Hyperscalers or the Magnificent Seven minus Tesla are at borderline growth at a reasonable price levels, with the lowest multiples they've been in quite some time and still tremendous growth in the near term, making them attractive for investment.

MAGS HIGH Bloomberg Markets Apr 21, 15:41

Troy Gayeski

Chief Market Strategist, Invesco