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Amit Daryanani
Senior Managing Director, Evercore ISI
Винрейт
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доходность
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Тикер
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Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
01 сен
$451.00
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Enterprises are actively looking at high frontier token costs and deciding they cannot keep spending that much, so they are repatriating workloads to on-prem compute, networking, and storage infrastructure because it is cheaper. This trend is already visible at Dell, Cisco, Pure Storage, and similar hardware vendors, supporting on-prem hardware demand.
Оборудование для ИИ
Лонг
01 сен
$109.60
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Enterprises are actively looking at high frontier token costs and deciding they cannot keep spending that much, so they are repatriating workloads to on-prem compute, networking, and storage infrastructure because it is cheaper. This trend is already visible at Dell, Cisco, Pure Storage, and similar hardware vendors, supporting on-prem hardware demand.
ИИ-фотоника
Лонг
01 сен
$324.71
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Apple is acting as an anti-semiconductor, anti-AI stock and a de facto cash position. When semis and AI trades sell off, Apple tends to do well because investors treat it as cash-like defensive exposure; eventually product innovation and AI ecosystem execution under the incoming CEO will matter.
Оборудование для ИИ
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У Amit Daryanani на Buzzberg отслеживается 3 торговых идей по 4 тикерам с сентября 2026.
