Сигналы
6
Arun Sai
Market Strategy, Pictet Asset Management
Винрейт
-
доходность
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Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
13 авг
$911.29
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Memory is one of the best ways to play AI because new models have massive parameter counts, demand is high, supply is constrained, and long-term agreements keep pricing sticky; he specifically cites Micron and SK hynix.
Память для ИИ
Лонг
13 авг
$310.35
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As the AI theme broadens beyond chips into data centers and capital goods, investors should look at names such as Schneider Electric and Caterpillar rather than differentiating by region.
Энергосетевое оборудование
Лонг
13 авг
$71.02
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Beyond technology, he is constructive on banks and areas of industrials because the equity opportunity is increasingly about being in the right sectors rather than regional or style labels.
Тематические ETF
Лонг
13 авг
$1624000.00
-
Memory is one of the best ways to play AI because new models have massive parameter counts, demand is high, supply is constrained, and long-term agreements keep pricing sticky; he specifically cites Micron and SK hynix.
Память для ИИ
Лонг
13 авг
$855.60
-
As the AI theme broadens beyond chips into data centers and capital goods, investors should look at names such as Schneider Electric and Caterpillar rather than differentiating by region.
Строительство/инфраструктура
Лонг
13 авг
$185.88
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Beyond technology, he is constructive on banks and areas of industrials because the equity opportunity is increasingly about being in the right sectors rather than regional or style labels.
Тематические ETF
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У Arun Sai на Buzzberg отслеживается 6 торговых идей по 7 тикерам с августа 2026.
