Сигналы
29
#1013
Альфа-оценка 20.6
BarbarianCap
Аналитик Twitter
Винрейт
53.6%
доходность
-1.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
01 мар
$483.75
-17.9%
The author suggests gold is poised for a significant price increase, as even a marginal 1 basis point rise in currently tiny allocations would result in a 1.5% price appreciation.
The author suggests gold is poised for a significant price increase, as even a marginal 1 basis point rise in currently tiny allocations would result in a 1.5% price appreciation.
Сырьё
Лонг
14 фев
$54.35
+19.3%
The author reiterates a long-held thesis that the failure of the EV/ESG narrative will be a long-term tailwind for the traditional energy sector.
The author reiterates a long-held thesis that the failure of the EV/ESG narrative will be a long-term tailwind for the traditional energy sector.
Тематические ETF
Лонг
14 фев
$224.23
-16.1%
The consulting sector is poised for growth driven by increasing corporate demand for generative AI implementation, as evidenced by Capgemini's forward-looking guidance.
The consulting sector is poised for growth driven by increasing corporate demand for generative AI implementation, as evidenced by Capgemini's forward-looking guidance.
ПО для ИИ
Лонг
12 фев
$96.20
+20.1%
The author believes the pre-market price action signals a bottom and a trend reversal, suggesting the stock is poised to move higher.
The author believes the pre-market price action signals a bottom and a trend reversal, suggesting the stock is poised to move higher.
Ритейл и мобильность
Лонг
09 авг
$245.89
+5.6%
Buy ABBV as Lupron, used in fertility protocols, stands to benefit from increased public attention on fertility treatments driven by AOC's egg-freezing news; very thin catalyst.
Фарма и биотех
Лонг
09 авг
$46.21
-6.0%
Buy generic drug makers TEVA, Sandoz (SDZNY), and Hikma (HKMPY) as fertility drug generics see potential demand uplift from increased public awareness around egg freezing; speculative thematic call.
Фарма и биотех
Лонг
09 авг
$33.38
-3.1%
Buy Merck KGaA (MKKGY) as its Gonal-f fertility drug benefits from heightened public awareness around egg freezing following AOC's announcement; thin catalyst but author flags it as a positive.
Банки
Лонг
09 авг
$13.60
+0.1%
Buy OGN as AOC's public egg-freezing announcement raises fertility treatment visibility; Follistim is a key fertility drug and OGN is in acquisition process, giving a near-term catalyst overlay.
Фарма и биотех
Лонг
09 авг
$28.20
-9.0%
Buy PGNY as the leading fertility benefits platform; AOC's public egg-freezing announcement may accelerate employer and employee interest in fertility benefit coverage, directly benefiting PGNY's core business.
Медицинские услуги
Лонг
09 авг
$89.95
-5.8%
Buy generic drug makers TEVA, Sandoz (SDZNY), and Hikma (HKMPY) as fertility drug generics see potential demand uplift from increased public awareness around egg freezing; speculative thematic call.
Фарма и биотех
Лонг
09 авг
$35.34
+2.4%
Buy generic drug makers TEVA, Sandoz (SDZNY), and Hikma (HKMPY) as fertility drug generics see potential demand uplift from increased public awareness around egg freezing; speculative thematic call.
Фарма и биотех
Лонг
31 июл
$42.53
-6.1%
Buy Brookfield Asset Management given its direct ownership of Westinghouse Electric, whose confidential IPO filing is a value-unlocking catalyst that could surface significant embedded value in BN's portfolio.
Buy Brookfield Asset Management given its direct ownership of Westinghouse Electric, whose confidential IPO filing is a value-unlocking catalyst that could surface significant embedded value in BN's portfolio.
Рынки капитала
Лонг
31 июл
$86.00
+12.0%
Buy Cameco as a direct uranium/nuclear fuel beneficiary of the nuclear renaissance theme, with the Westinghouse IPO filing serving as a concrete catalyst validating renewed institutional interest in nuclear power infrastructure.
Buy Cameco as a direct uranium/nuclear fuel beneficiary of the nuclear renaissance theme, with the Westinghouse IPO filing serving as a concrete catalyst validating renewed institutional interest in nuclear power infrastructure.
Критические минералы
Лонг
12 мая
$21.88
+14.2%
Structural phosphate supply deficit drives fertilizer prices higher, benefiting Mosaic as a key producer with reduced spending and guidance withdrawal.
Structural phosphate supply deficit drives fertilizer prices higher, benefiting Mosaic as a key producer with reduced spending and guidance withdrawal.
Химпром
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У BarbarianCap на Buzzberg отслеживается 29 торговых идей по 29 тикерам с февраля 2026. винрейт 54% по 28 оцененным сигналам, средняя доходность -1.6%. #1013 в рейтинге Buzzberg Alpha. Чаще всего покрывает: GOLD, CROX, XLE.
