Сигналы
47
#180
Альфа-оценка 85.4
almacap114204
AI Memory Trader
Винрейт
41.3%
доходность
+6.7%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
30 апр
$510.19
+83.1%
Structural demand shift in memory with supply constraints; institutional capital mispricing supports long bias in memory names.
Structural demand shift in memory with supply constraints; institutional capital mispricing supports long bias in memory names.
Память для ИИ
Лонг
02 апр
$31.83
-29.4%
Buy FLY on its unique multi-segment space franchise (launch, lunar lander, in-space services, defense software) with strong revenue growth and upcoming catalysts (Eclipse debut 2027) while trading below IPO price.
Buy FLY on its unique multi-segment space franchise (launch, lunar lander, in-space services, defense software) with strong revenue growth and upcoming catalysts (Eclipse debut 2027) while trading below IPO price.
Космос
Лонг
30 апр
$1097.00
+35.2%
Structural demand shift in memory with supply constraints; institutional capital mispricing supports long bias in memory names.
Structural demand shift in memory with supply constraints; institutional capital mispricing supports long bias in memory names.
Память для ИИ
Лонг
17 мар
$981000.00
+71.9%
Buy SK Hynix (HXSCL) as HBM supply for Nvidia reduces memory cyclicality, the Korea discount is shrinking, and ADR listing is a catalyst.
Buy SK Hynix (HXSCL) as HBM supply for Nvidia reduces memory cyclicality, the Korea discount is shrinking, and ADR listing is a catalyst.
Память для ИИ
Лонг
16 мар
$87.20
-28.6%
Buy ASTS on its likely monopoly in satellite-to-phone; key catalysts are manufacturing capability and launch cadence the author believes will succeed.
Buy ASTS on its likely monopoly in satellite-to-phone; key catalysts are manufacturing capability and launch cadence the author believes will succeed.
Спутниковая связь
Лонг
18 мар
$25.30
+85.8%
Long IQE as a mispriced UK semiconductor play benefiting from defense, energy, microchips, and communications sector tailwinds.
Long IQE as a mispriced UK semiconductor play benefiting from defense, energy, microchips, and communications sector tailwinds.
ИИ-фотоника
Лонг
11 мая
$117.61
-42.6%
Buy RKLB at $70-80 based on backlog growth, mynaric ramp-up, and acquisition driving 70-80% revenue CAGR.
Buy RKLB at $70-80 based on backlog growth, mynaric ramp-up, and acquisition driving 70-80% revenue CAGR.
Космос
Лонг
16 мар
$6.62
+429.3%
Author discloses a long position in $SIVE after a significant gain, aligning with a quoted bullish thesis.
Author discloses a long position in $SIVE after a significant gain, aligning with a quoted bullish thesis.
ИИ-фотоника
Лонг
23 июн
$202500.00
-4.2%
Покупайте привилегированные акции Samsung Electronics, торгующиеся с историческим дисконтом ~36% к обыкновенным; многочисленные катализаторы переоценки включают подписание контрактов на HBM4, наращивание производства CPO, выход литейного производства на прибыльность и возврат капитала (обратный выкуп/дивиденды), что структурно делает привилегированные акции более предпочтительными по сравнению с обыкновенными.
Покупайте привилегированные акции Samsung Electronics, торгующиеся с историческим дисконтом ~36% к обыкновенным; многочисленные катализаторы переоценки включают подписание контрактов на HBM4, наращивание производства CPO, выход литейного производства на прибыльность и возврат капитала (обратный выкуп/дивиденды), что структурно делает привилегированные акции более предпочтительными по сравнению с обыкновенными.
Память для ИИ
Лонг
08 мая
$268500.00
-4.3%
Buy MU and Samsung (SSNLF) on deeply undervalued forward P/E (~4-5x) with catalyst of HBM contracts securing price floors and prepayments, structurally removing cyclical downside and enabling a re-rating toward 12x P/E, offering 3-6x returns over one year.
Buy MU and Samsung (SSNLF) on deeply undervalued forward P/E (~4-5x) with catalyst of HBM contracts securing price floors and prepayments, structurally removing cyclical downside and enabling a re-rating toward 12x P/E, offering 3-6x returns over one year.
Память для ИИ
Лонг
18 мар
$92.63
+22.3%
Initiated a small long in AAOI based on very bullish guidance from its investor conference, though with caution due to weaker moat.
Initiated a small long in AAOI based on very bullish guidance from its investor conference, though with caution due to weaker moat.
ИИ-фотоника
Лонг
16 мар
$730.00
+65.1%
Buy GHH for record order book (+61%), margin expansion toward 15%, defence tailwinds, and TFLN/AI infrastructure optionality, all at ~14x FY27 P/E.
Buy GHH for record order book (+61%), margin expansion toward 15%, defence tailwinds, and TFLN/AI infrastructure optionality, all at ~14x FY27 P/E.
ИИ-фотоника
Лонг
24 мая
$5.93
-44.7%
Buy HYLN because its KARNO generator avoids multi‑year queues for gas plants, transformers, and turbine slots; it scales via additive manufacturing printers that hyperscalers can fund directly, enabling faster deployment to meet AI data center power demand.
Buy HYLN because its KARNO generator avoids multi‑year queues for gas plants, transformers, and turbine slots; it scales via additive manufacturing printers that hyperscalers can fund directly, enabling faster deployment to meet AI data center power demand.
Чистая энергетика
Лонг
18 мая
$41.22
-27.2%
Buy MDA for long-term manufacturing ramp; near-term earnings are weak but 2027-2030 earnings growth is expected to be significant.
Buy MDA for long-term manufacturing ramp; near-term earnings are weak but 2027-2030 earnings growth is expected to be significant.
Космос
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У almacap114204 на Buzzberg отслеживается 47 торговых идей по 46 тикерам с марта 2026. винрейт 41% по 46 оцененным сигналам, средняя доходность +6.7%. #180 в рейтинге Buzzberg Alpha. Чаще всего покрывает: MU, FLY, SNDK.
