Buzzberg Cup Live

Ulrike Hoffmann-Burchardi

CIO, UBS Global Wealth Management
· tracked since May 2026
Calls
2
Win Rate
50.0%
return
-0.7%
Calls 2 3 Posts tracked · 0.1/day
Calls
7d 0
30d 0
90d 2
Best Calls
XLU long +3.8%
Worst Calls
SMH long -5.1%
Most Mentioned
SMH ×1
XLU ×1
ENERGY INFRASTRUCTURE AND POWER ×1
Recent Calls
SMH long 1 month ago
XLU long 2 months ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 50%
30d 50%
90d —
Average Return -0.7% Long Return -0.7% Short Return -
Average Return
7d +0.8%
30d -0.3%
90d —
Loading charts...
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
SMH VanEck S... VanEck Semiconductor ETF
Long
Jun 04
$616.55
-5.1%
Semiconductors benefit from AI leadership imperative.
AI is the dividing line for geopolitics and the economy; to be on the right side, you must be the leader in AI. Semiconductors are a core enabler of AI and have lifted the market, making them a key investment thesis tied to AI leadership.
Thematic ETFs
YOUTUBE
XLU Utilitie... Utilities Select Se...
Long
May 15
$44.15
+3.8%
Rotate to industrials, materials, utilities.
Prefer physical sectors (industrials, materials, utilities) over pure digital plays as AI shifts to infrastructure and physical economy; these sectors benefit from AI capex and are less vulnerable to disruption.
Thematic ETFs
YOUTUBE
Showing 2 of 2 picks · sorted by mentions

Ulrike Hoffmann-Burchardi has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: SMH, XLU, ENERGY INFRASTRUCTURE AND POWER.