Сигналы
7
#956
Альфа-оценка 20.5
beauty_oe
U.S. Equity & Technology Commentator
Винрейт
28.6%
доходность
-3.8%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
09 авг
$189.91
+15.3%
Buy NBIS — author discloses a current high-weighting position, with conviction that AI-driven memory demand is structurally different from prior cycles, supporting continued upside after any near-term correction.
NeoCloud
Лонг
11 авг
$41.60
-12.3%
Buy optical sector names including SIVE as a read-through from LITE's strong Q4 beat and Q1 guide, with management explicitly citing rising ultra-high-power CPO laser demand and in-rack connectivity penetration expanding the optical TAM.
ИИ-фотоника
Лонг
09 авг
$426.45
-13.6%
Author discloses AVGO as a current portfolio holding alongside GOOGL in a "mental stabilizer" bucket, citing its role as "king of connectivity" and high drawdown resilience during tech declines.
ASIC для ИИ
Лонг
09 авг
$21.70
+5.0%
Author discloses IGLD as a current portfolio holding in a dividend bucket, citing its gold-linked dividend structure that pays out specifically during equity market crashes as a hedge.
Сырьё
Лонг
11 авг
$133.66
-16.6%
Buy AAOI on a differentiated catalyst — while it lags in first-gen CPO deployments, its own laser manufacturing provides module supply stability and 1.6T module market share gains are the nearer-term driver.
ИИ-фотоника
Лонг
11 авг
$218.50
-1.4%
Buy NVDA on medium-to-long term basis; the $500B AI infrastructure fund formed with 6 major banks, despite circular-trade criticism causing near-term selling, should channel capital into photonics, memory, and power supply — all NVDA ecosystem tailwinds.
ИИ-вычисления
Лонг
09 авг
$354.70
-2.7%
Author discloses GOOGL as a current portfolio holding in a dedicated "mental stabilizer" bucket, citing strong customer touchpoints and high drawdown resilience as reasons to hold through tech selloffs.
Гиперскейлеры
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У beauty_oe на Buzzberg отслеживается 7 торговых идей по 7 тикерам с августа 2026. #956 в рейтинге Buzzberg Alpha. Чаще всего покрывает: NBIS, SIVE, IGLD.
