Сигналы
7
#599
Альфа-оценка 51.5
Andrew Graham
Founder and Portfolio Manager, Jackson Square Capital
Винрейт
71.4%
доходность
+4.5%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
09 июл
$402.38
-10.9%
Custom ASICs from Broadcom and Marvell reduce total cost of ownership by 20-30% versus GPUs and should gain market exposure, potentially outweighing GPU workloads by mid-next year as the inference phase expands.
ASIC для ИИ
Лонг
09 июл
$187.79
+10.9%
US corporates are unlikely to skimp on cybersecurity spending, especially as China AI models close the gap and vulnerability concerns rise; Palo Alto and CrowdStrike should benefit first, and a small position was recently added in Tenable for vulnerability discovery.
Кибербезопасность
Лонг
09 июл
$245.00
+3.9%
Custom ASICs from Broadcom and Marvell reduce total cost of ownership by 20-30% versus GPUs and should gain market exposure, potentially outweighing GPU workloads by mid-next year as the inference phase expands.
ASIC для ИИ
Лонг
09 июл
$205.52
+6.3%
NVIDIA controls the roadmap for the inevitable shift to co-packaged optics as copper interconnects run out of headroom in two to three chip generations, putting the company at the center of the next AI hardware phase.
ИИ-вычисления
Лонг
09 июл
$314.10
+13.5%
US corporates are unlikely to skimp on cybersecurity spending, especially as China AI models close the gap and vulnerability concerns rise; Palo Alto and CrowdStrike should benefit first, and a small position was recently added in Tenable for vulnerability discovery.
Кибербезопасность
Лонг
09 июл
$138.85
+15.1%
Hyperscalers are poised to show improved return on invested capital as token costs fall while prices stay stable, and despite market fear they will not cut 2027 capex; the shift could start next quarter.
Тематические ETF
Лонг
09 июл
$39.10
-7.4%
US corporates are unlikely to skimp on cybersecurity spending, especially as China AI models close the gap and vulnerability concerns rise; Palo Alto and CrowdStrike should benefit first, and a small position was recently added in Tenable for vulnerability discovery.
Кибербезопасность
Показано 7 из 7 коллов · сортировка по упоминаниям
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У Andrew Graham на Buzzberg отслеживается 7 торговых идей по 7 тикерам с июля 2026. #599 в рейтинге Buzzberg Alpha. Чаще всего покрывает: PANW, CRWD, NVDA.
