Сигналы
35
#1205
Альфа-оценка 1.7
aktiehedonist
Винрейт
28.6%
доходность
-14.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
17 апр
$399.44
-10.5%
Long $AVGO — explicitly listed in 'Best Ideas 2026' ten-name picks-and-shovels basket, up +14.1% YTD.
Long $AVGO — explicitly listed in 'Best Ideas 2026' ten-name picks-and-shovels basket, up +14.1% YTD.
ASIC для ИИ
Лонг
12 апр
$295.11
-13.2%
Long $VRT — explicitly named as 'one of our Best Ideas for 2026'; up 60% YTD and 336% over twelve months, joined S&P 500.
Long $VRT — explicitly named as 'one of our Best Ideas for 2026'; up 60% YTD and 336% over twelve months, joined S&P 500.
Энергосетевое оборудование
Лонг
26 мая
$877.00
+6.5%
Bullish on MU based on strong DRAM revenue CAGR of 67.8% since Nov 2023, with author holding the stock and citing achievement of $1T market cap as validation.
Bullish on MU based on strong DRAM revenue CAGR of 67.8% since Nov 2023, with author holding the stock and citing achievement of $1T market cap as validation.
Память для ИИ
Лонг
14 мая
$15.51
-33.2%
Long $NOK — speaker explicitly confirms NOK is a new addition (position) and he's in it 'for the longer run'.
Long $NOK — speaker explicitly confirms NOK is a new addition (position) and he's in it 'for the longer run'.
ИИ-фотоника
Лонг
17 апр
$160.61
+19.1%
Long $ANET — explicitly listed in 'Best Ideas 2026' ten-name picks-and-shovels basket, up +15.5% YTD.
Long $ANET — explicitly listed in 'Best Ideas 2026' ten-name picks-and-shovels basket, up +15.5% YTD.
ИИ-фотоника
Лонг
17 апр
$161.97
+39.7%
Long $CRDO — explicitly listed in 'Best Ideas 2026' ten-name picks-and-shovels basket, up +17.5% YTD.
Long $CRDO — explicitly listed in 'Best Ideas 2026' ten-name picks-and-shovels basket, up +17.5% YTD.
ИИ-фотоника
Лонг
17 апр
$198.44
+7.9%
Long $NVDA — explicitly listed in 'Best Ideas 2026' ten-name picks-and-shovels basket.
ИИ-вычисления
Лонг
20 апр
$153.84
+44.4%
Long $NBIS — speaker explicitly identifies it as 'the highest-growth AI infrastructure name that's still reasonably capitalized'; cites 547% growth, $1.2B ARR, $46B contracted backlog, NVDA-backed.
Long $NBIS — speaker explicitly identifies it as 'the highest-growth AI infrastructure name that's still reasonably capitalized'; cites 547% growth, $1.2B ARR, $46B contracted backlog, NVDA-backed.
NeoCloud
Лонг
17 апр
$241.01
-20.5%
Long $POWL — explicitly listed in 'Best Ideas 2026' ten-name picks-and-shovels basket, up +95.5% YTD.
Long $POWL — explicitly listed in 'Best Ideas 2026' ten-name picks-and-shovels basket, up +95.5% YTD.
Энергосетевое оборудование
Лонг
07 июн
$393.02
+4.3%
Author discloses ongoing long positions across seven names in a concentrated conviction portfolio, explicitly reaffirming all holdings unchanged after a major market downturn — no catalyst cited beyond sustained conviction.
Author discloses ongoing long positions across seven names in a concentrated conviction portfolio, explicitly reaffirming all holdings unchanged after a major market downturn — no catalyst cited beyond sustained conviction.
Энергосетевое оборудование
Лонг
19 мая
$306.88
-7.7%
Bullish on ALAB after Q1 2026 analysis and JPM conference takeaways suggests the company's relevance is increasing.
Bullish on ALAB after Q1 2026 analysis and JPM conference takeaways suggests the company's relevance is increasing.
ASIC для ИИ
Лонг
13 июн
$170.42
-33.5%
Buy/hold AAOI as InP export restrictions pose minimal near-term risk; the company holds ~1 year of substrate inventory sourced outside China, insulating it from the restriction catalyst.
Buy/hold AAOI as InP export restrictions pose minimal near-term risk; the company holds ~1 year of substrate inventory sourced outside China, insulating it from the restriction catalyst.
ИИ-фотоника
Лонг
04 июн
$606.60
-36.1%
Buy CIEN into earnings call; company posted a clear double beat with revenue ~5% above consensus and EPS ~17% above consensus, signaling strong fundamental momentum ahead of management commentary.
Buy CIEN into earnings call; company posted a clear double beat with revenue ~5% above consensus and EPS ~17% above consensus, signaling strong fundamental momentum ahead of management commentary.
ИИ-фотоника
Лонг
29 апр
$260.04
-16.1%
Long $BE — speaker explicitly states his thoughts about $BE Q1 report led him to initiating a position.
Long $BE — speaker explicitly states his thoughts about $BE Q1 report led him to initiating a position.
Чистая энергетика
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У aktiehedonist на Buzzberg отслеживается 35 торговых идей по 35 тикерам с апреля 2026. винрейт 29% по 35 оцененным сигналам, средняя доходность -14.0%. #1205 в рейтинге Buzzberg Alpha. Чаще всего покрывает: AVGO, VRT, MU.
