UBS Forecast + Trading Strategies



Bearish<—>Bullish



80% Confidence




Bullish Case: UBS's high implied volatility, low P/E ratio, and strong AI innovation investments position it for market outperformance, particularly if economic conditions stabilize.




Bearish Case: UBS faces persistent legal issues, high interest rates, and economic headwinds, potentially eroding earnings as reflected in bearish option volume trends.




Potential Outcomes: 45% moderate recovery as AI investments pay off, 35% downturn from regulatory/legal issues, 20% stability amid economic pressures.




Trading Oracle: Conduct a bullish debit spread using UBS May 16, 2025, 32.50C and 35.00C options as high implied volatility drops, leveraging AI sector optimism and recent market correction as a measured bullish play.



January 03, 2025










Correlated Assets

Assets that tend to move strongly with UBS



OTIS Forecast + Options Trading Strategies   OTIS  Otis Worldwide (0.76)


LYV Forecast + Options Trading Strategies   LYV  Live Nation Entertainment (0.69)


VGT Forecast + Options Trading Strategies   VGT  Vanguard Information Technology (0.69)


SSO Forecast + Options Trading Strategies   SSO  ProShares Ultra S&P500 (0.69)


WIX Forecast + Options Trading Strategies   WIX  Wix.com (0.69)



Uncorrelated Assets

Assets with little price relationship to UBS



INTU Forecast + Options Trading Strategies   INTU  Intuit (-0.0)


CLSK Forecast + Options Trading Strategies   CLSK  Cleanspark (-0.0)


AZN Forecast + Options Trading Strategies   AZN  Astrazeneca (-0.0)


CWH Forecast + Options Trading Strategies   CWH  Camping World (0.01)


UAN Forecast + Options Trading Strategies   UAN  CVR Partners (0.02)



Anticorrelated Assets

Assets that tend to move strongly against UBS



SHLS Forecast + Options Trading Strategies   SHLS  Shoals (-0.53)


CNXC Forecast + Options Trading Strategies   CNXC  Concentrix (-0.53)


APLS Forecast + Options Trading Strategies   APLS  Apellis Pharmaceuticals (-0.56)


VSAT Forecast + Options Trading Strategies   VSAT  Viasat (-0.57)


SPXS Forecast + Options Trading Strategies   SPXS  Direxion Daily S&P 500 Bear 3X Shares (-0.66)









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