IYZ iShares U.S. Telecommunications ETF Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
14:16
Sep 28
Sep 28
Delphi Digital
Telecoms face Starlink disruption.
Yan says telecoms are a pocket of the market that could get nuked by coming technology, specifically Starlink and satellite connectivity, and he never wants to own them.
11:30
Sep 23
Sep 23
3PRO TV
Telecom and 6G next year's momentum.
Telecom will be a major momentum theme next year, driven by 6G leadership, autonomous driving, robotics, and changing data center locations. NVIDIA's stake in Nokia highlights future potential. Optical transceivers like OI Solution and Daehan Optical Telecom benefit from converting electrical signals to optical, and SK Telecom and other telecom stocks are worth watching.
11:32
Sep 22
Sep 22
Bloomberg Markets
AI agents threaten telecom carrier bills.
AI agents like Muse could help consumers cancel or reduce expensive telecom bills, which would be bad for telecom carriers; the market has already been selling off telecom stocks for this reason.
About IYZ Investor Commentary
Across the available history and selected sources, Buzzberg tracks IYZ (iShares U.S. Telecommunications ETF) across 9 sources: 15 bullish vs 3 bearish calls from 18 authors. Historical directional balance: 50% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 24 total trade ideas tracked. Latest voices: Yan, Cha Young-joo, Henry Wren.