Сигналы
6
#952
Альфа-оценка 25.4
Aleksey Mironenko
Global Head of Investment Solutions, Leo Wealth
Винрейт
50.0%
доходность
-3.9%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
13 июл
$1902000.00
-11.0%
Korean equities (notably SK Hynix) trade at record-low trailing P/E with high earnings visibility from multi-year AI capex contracts, offering an attractive entry point for a trading position; however caution is warranted longer-term as capacity additions and demand normalization could pressure prices.
Память для ИИ
Лонг
13 июл
$116.22
+0.0%
The U.S. economy is entering a slowdown ('stoppage time') while the growth gap between U.S. and non-U.S. narrows; European and Asian stocks are poised to reassert the leadership they showed in late 2025/early 2026.
Фондовые индексы
Лонг
13 июл
$183.52
-4.8%
Korean equities (notably SK Hynix) trade at record-low trailing P/E with high earnings visibility from multi-year AI capex contracts, offering an attractive entry point for a trading position; however caution is warranted longer-term as capacity additions and demand normalization could pressure prices.
Фондовые индексы
Лонг
13 июл
$611.03
-10.8%
Hyperscaler capex commitments and upcoming Mag 7 earnings will reconfirm free cash flow to semiconductor firms, causing the recent semiconductor selloff to abate over the next month or two.
Тематические ETF
Лонг
13 июл
$754.95
+0.9%
U.S. earnings season expectations are for ~25% growth and historically beat, driven by strong AI spend and resilient U.S. consumer; this sets up good performance for U.S. equities over the next few weeks.
Фондовые индексы
Лонг
13 июл
$88.57
+2.4%
The U.S. economy is entering a slowdown ('stoppage time') while the growth gap between U.S. and non-U.S. narrows; European and Asian stocks are poised to reassert the leadership they showed in late 2025/early 2026.
Фондовые индексы
Показано 6 из 6 коллов · сортировка по упоминаниям
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У Aleksey Mironenko на Buzzberg отслеживается 6 торговых идей по 6 тикерам с июля 2026. #952 в рейтинге Buzzberg Alpha. Чаще всего покрывает: SPY, SMH, EWY.
