Calls
4
Wolf von Rotberg
Equity Strategist, J. Safra Sarasin
Win Rate
50.0%
return
-4.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Aug 31
$52.70
-15.1%
Energy sector support is expected to fade as the oil and gas price rise stalls. Wolf expects Brent is unlikely to return to $100 and instead trends toward roughly $80 by year-end because US secondary sanctions on Iranian oil importers have been lacking and the US administration wants to keep global oil supply flowing through the Strait of Hormuz. Energy earnings growth also faces a negative base effect into Q3, with refining and product earnings likely to show downside.
Commodities
Long
Aug 31
$218.79
+0.2%
NVIDIA's reported numbers and strong or as-expected hyperscaler guidance have helped stabilize the AI trade for at least the next quarter or so. The market is trading on reported data and needs to see numbers, so this is a near-term positive signal. Over a longer horizon, the jury is still out because the revenue follow-through is not yet enough to argue the AI trade works over the long term.
AI Compute
Long
Apr 29
$46.24
-9.9%
U.S. utilities benefit from the massive AI-related spending by hyperscalers, which drives electricity demand for data centers. This makes utilities a beneficiary of the AI investment trend.
Thematic ETFs
Showing 3 of 4 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Wolf von Rotberg has 4 trade ideas tracked on Buzzberg across 4 tickers since April 2026. Most covered: SPY, NVDA, XLU.
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
