← Leaderboard
IL
Isabelle Lee
Bloomberg (Open Interest co-host)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Citing last week's BofA fund manager survey showing long-semis as the most crowded trade, after the SOX's worst week since liberation day and a ~17-20% drawdown into bear-market territory ahead of Alphabet/Tesla earnings.
“And the most crowded trade is guess what long semi so I think this is definitely a vulnerable trade Especially this week”
Follow Isabelle Lee
One short email when Isabelle puts a new call on the record, and when a verdict lands on one. Plain words, free.