Сигналы
31
#32
Альфа-оценка 97.3
blackpanthercap
Винрейт
53.3%
доходность
+16.3%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
01 янв
$37.77
+10.0%
Buy IREN as the market is pricing it as near-insolvent despite active partnerships with Microsoft, Meta, and Google; author sees at least 5x upside from the valuation disconnect between depressed price and enterprise AI deal flow.
NeoCloud
Лонг
01 янв
$83.70
+126.9%
Buy NBIS as the market is pricing it as near-insolvent despite active partnerships with Microsoft, Meta, and Google; author sees at least 5x upside from the valuation disconnect between depressed price and enterprise AI deal flow.
NeoCloud
Лонг
01 янв
$9.76
-6.1%
Buy ONDS as Sentrycs secures the Bucharest airport counter-drone contract via STARC4SYS, providing NATO-adjacent validation; live demos for defense agencies confirm operational capability in fog and long range, de-risking the pipeline for additional European deals.
ВПК
Лонг
01 янв
$14.76
+18.6%
Buy CIFR as the market is pricing it as near-insolvent despite active partnerships with Microsoft, Meta, and Google; author sees at least 5x upside from the valuation disconnect between depressed price and enterprise AI deal flow.
Криптомайнеры
Лонг
04 янв
$83.47
-13.1%
Consider buying ASTS as author views the stock as early-stage relative to its total addressable market, suggesting significant upside runway remains ahead.
Спутниковая связь
Лонг
02 янв
$20.55
+29.8%
Buy ZETA as the SaaS marketing platform demonstrates rapid operational leverage — operating losses narrowed from -$273M to near-zero since 2022, EBITDA margins now 17-23%, FCF positive and growing, with management guiding 20%+ revenue growth and 25-30% EBITDA margins by 2028, supporting a meaningful stock re-rating.
ПО для ИИ
Лонг
04 янв
$4.94
-11.1%
Author intends to open a small KRKNF position and dollar-cost-average over time; low-conviction starter with no explicit catalyst stated beyond portfolio diversification intent.
ВПК
Лонг
01 янв
$6.68
-11.7%
Author discloses $TE as a current portfolio holding in an ongoing 365-day public tracking commitment, indicating an existing long position with no specific catalyst stated beyond portfolio inclusion.
Чистая энергетика
Лонг
03 янв
$315.32
+12.2%
Author discloses GOOG at 12.1% portfolio weight, held as a core AI expansion and data-driven platform beneficiary within a structural multi-decade buildout thesis.
Гиперскейлеры
Лонг
03 янв
$115.21
-18.7%
Author discloses HOOD at 11.1% portfolio weight, held as a fintech participation play tied to the structural theme of data-driven platforms expanding broader market access.
Брокеры
Лонг
07 авг
$40.46
-0.1%
Buy SIVE as a specialized InP DFB laser supplier uniquely positioned in co-packaged optics; silicon's indirect bandgap means external lasers are structurally required, SIVE sits upstream of POET's interposer platform (Lumilens $50M order), opportunity pipeline up 77% YoY to $799M, with potential U.S. dual listing as a re-rating catalyst.
ИИ-фотоника
Лонг
06 авг
$129.72
+4.8%
Buy AAOI into Q2 earnings as a dual catalyst play: a pending FCC ban on Chinese optical transceivers removes Western supply competition, while the company's 800G ramp (Q1 datacenter revenue doubled YoY), raised CY26 revenue outlook of ~$1.1B (+141%), and first hyperscaler 800G shipment confirm execution on the AI interconnect bottleneck thesis.
ИИ-фотоника
Лонг
07 янв
$437.07
-24.7%
Buy TSLA as a long-term structural bet on humanoid robot deployment driven by AI expansion, with author arguing the multi-decade trajectory is underpriced.
Авто/EV
Лонг
01 янв
$32.47
-2.5%
Buy HIMS on the 34% six-month drawdown; author argues the selloff is disconnected from improving fundamentals across labs, international expansion, and personalization, drawing a parallel to AMD's 2024-2025 recovery with a $200+ long-term target.
GLP-1 / Ожирение
Лонг
06 авг
$715.80
+1.0%
Buy QQQ alongside SPY on the same thesis — index at or near records while forward multiples have compressed from elevated levels, supported by strong earnings growth making the index cheaper on a P/E basis despite price appreciation.
Фондовые индексы
Показано 15 из 31 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У blackpanthercap на Buzzberg отслеживается 31 торговых идей по 31 тикерам с января 2026. винрейт 53% по 30 оцененным сигналам, средняя доходность +16.3%. #32 в рейтинге Buzzberg Alpha. Чаще всего покрывает: IREN, NBIS, ONDS.
