Сигналы
6
#492
Альфа-оценка 61.5
Aaron Mulvihill
Руководитель отдела контента, Blockworks
Винрейт
66.7%
доходность
+7.3%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
13 апр
$43.07
+2.3%
Real estate and infrastructure assets provide constant returns and have inflation-hedging characteristics. They can pass on rent and electricity price increases to consumers, turning inflation into income. These are among the few asset classes in the green this year.
Тематические ETF
Лонг
09 июл
$49.87
+26.6%
Diesel prices are likely to stay elevated even as crude oil falls because Ukraine's attacks on Russian refining capacity have left a million and a half extra barrels of unrefined crude entering global markets, creating a tight refined product market and a divergence in prices.
Тематические ETF
Лонг
09 июл
$57.03
+8.6%
With a historically high IPO season underway and many companies likely remaining private, investors need exposure to venture and private markets to capture the full AI-driven opportunity set.
Тематические ETF
Лонг
09 июл
$608.18
-10.3%
AI capex spending by the Magnificent Seven is massively benefiting the supply chain—semiconductor companies, memory makers, and power/infrastructure providers—not just the tech giants themselves, making the broader chip sector an attractive play.
Тематические ETF
Лонг
13 апр
$41.31
+18.2%
Shipping benefits from the conflict as oil and LNG must travel longer distances to reach markets due to disruptions. Ships are traveling further, increasing demand for transportation.
Тематические ETF
Лонг
13 апр
$54.76
-1.8%
Real estate and infrastructure assets provide constant returns and have inflation-hedging characteristics. They can pass on rent and electricity price increases to consumers, turning inflation into income. These are among the few asset classes in the green this year.
Тематические ETF
Показано 6 из 6 коллов · сортировка по упоминаниям
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У Aaron Mulvihill на Buzzberg отслеживается 6 торговых идей по 6 тикерам с апреля 2026. #492 в рейтинге Buzzberg Alpha. Чаще всего покрывает: XLRE, PSP, PAVE.
