Сигналы
76
#27
Альфа-оценка 97.9
bubbleboi
Foundry Equipment Trader
Винрейт
60.3%
доходность
+11.9%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
05 янв
$39.77
+120.6%
Buy Intel with a $45 price target, driven by the speaker's view that shares are heading higher toward that level.
Buy Intel with a $45 price target, driven by the speaker's view that shares are heading higher toward that level.
Производство/оборудование
Лонг
07 янв
$356.48
+316.0%
Buy Sandisk as a pure-play flash beneficiary of AI inference scaling; KV Cache for LLMs cannot be efficiently stored in HBM (cost/yield/bandwidth limits) or across networked nodes (latency), making on-node flash the structurally winning solution — demand scales linearly with model size and context length. Author holds and targets $150B market cap by year-end.
Buy Sandisk as a pure-play flash beneficiary of AI inference scaling; KV Cache for LLMs cannot be efficiently stored in HBM (cost/yield/bandwidth limits) or across networked nodes (latency), making on-node flash the structurally winning solution — demand scales linearly with model size and context length. Author holds and targets $150B market cap by year-end.
Память для ИИ
Лонг
18 фев
$79.05
+59.4%
Buy deep out-of-the-money WTI crude oil calls; speaker recommends low-delta call exposure to crude but provides no stated catalyst or reasoning for the directional view.
Buy deep out-of-the-money WTI crude oil calls; speaker recommends low-delta call exposure to crude but provides no stated catalyst or reasoning for the directional view.
Сырьё
Лонг
17 мар
$125.67
+125.4%
Bullish on Astera Labs (ALAB) based on positive view of CXL technology, which should drive demand for its interconnect solutions.
Bullish on Astera Labs (ALAB) based on positive view of CXL technology, which should drive demand for its interconnect solutions.
ASIC для ИИ
Шорт
03 мар
$379.68
-146.0%
Author discloses an active relative-value spread position, short Micron against long Sandisk, running 4-6x net leverage with options overlays to manage downside risk.
Author discloses an active relative-value spread position, short Micron against long Sandisk, running 4-6x net leverage with options overlays to manage downside risk.
Память для ИИ
Лонг
17 июн
$878.40
+37.7%
Покупайте акции Sanrio (8136.T) как компанию, специализирующуюся на лицензировании интеллектуальной собственности, с валовой маржой более 80% и ростом выручки на 39,6%; распродажа, вызванная вопросами корпоративного управления (Специальный следственный комитет по вопросам вознаграждения директоров), является временной точкой входа, в то время как лицензирование интеллектуальной собственности Hello Kitty для ИИ представляет собой высокомаржинальный дополнительный источник дохода с базовым прогнозом увеличения операционной прибыли на 17 млрд иен (+24% к базе 2026 финансового года).
Покупайте акции Sanrio (8136.T) как компанию, специализирующуюся на лицензировании интеллектуальной собственности, с валовой маржой более 80% и ростом выручки на 39,6%; распродажа, вызванная вопросами корпоративного управления (Специальный следственный комитет по вопросам вознаграждения директоров), является временной точкой входа, в то время как лицензирование интеллектуальной собственности Hello Kitty для ИИ представляет собой высокомаржинальный дополнительный источник дохода с базовым прогнозом увеличения операционной прибыли на 17 млрд иен (+24% к базе 2026 финансового года).
Ритейл и мобильность
Шорт
22 мая
$524.74
+22.2%
Short SNPS as hyperscalers eat its IP business, evidenced by a 48% revenue decline in design IP; the AI narrative won't rescue the structural erosion.
Short SNPS as hyperscalers eat its IP business, evidenced by a 48% revenue decline in design IP; the AI narrative won't rescue the structural erosion.
ASIC для ИИ
Шорт
16 мар
$184.37
-16.2%
Short NVDA into/around the GTC conference, implying a sell-the-news dynamic where the event catalyst is already priced into the stock while supply-chain names offer better risk/reward.
Short NVDA into/around the GTC conference, implying a sell-the-news dynamic where the event catalyst is already priced into the stock while supply-chain names offer better risk/reward.
ИИ-вычисления
Лонг
03 авг
$190.41
+12.7%
Author purchased $200 strike call options on Nebius (NBIS) last Thursday, establishing a bullish position after previously being out; stock was trading near $180-200 at time of entry, implying upside conviction above $200.
NeoCloud
Лонг
17 июл
$115.52
+3.5%
Explicit bullish Alibaba call: author says it is time to buy Alibaba stock, despite negative quoted context about IP theft concerns.
Explicit bullish Alibaba call: author says it is time to buy Alibaba stock, despite negative quoted context about IP theft concerns.
Ритейл и мобильность
Шорт
22 мая
$379.48
+12.6%
Short Cadence for the same structural headwinds as Synopsys: EDA duopoly broken by in-house teams, China revenue lost, and inflated multiples.
Short Cadence for the same structural headwinds as Synopsys: EDA duopoly broken by in-house teams, China revenue lost, and inflated multiples.
ASIC для ИИ
Шорт
05 мая
$354.06
-36.1%
Speaker stating intent to short AMD into earnings (consistent with AMD puts position confirmed in adjacent tweets).
Speaker stating intent to short AMD into earnings (consistent with AMD puts position confirmed in adjacent tweets).
ИИ-вычисления
Лонг
28 апр
$87.36
+24.8%
Flex (FLEX) makes specialized water cooling equipment for high-voltage chips. As chip voltages rise, custom cooling solutions become critical. Flex designs alongside chipmakers, making it more than a commodity supplier. The market undervalues this consulting-like edge.
Оборудование для ИИ
Лонг
28 апр
$395.85
+13.8%
SanDisk (Western Digital) is innovating with high bandwidth flash (HBF), similar to HBM for flash. Samples should arrive by end of year, making it a compelling long-term holding. He was previously full-port on it and remains interested.
Память для ИИ
Шорт
28 апр
$15.34
+5.5%
Speaker pitches short Indian rupee (INR) as the cleanest way to play declining IT services revenue: services trade surplus shrinks, current account deficit widens, weakening INR. Mechanistic FX thesis.
Speaker pitches short Indian rupee (INR) as the cleanest way to play declining IT services revenue: services trade surplus shrinks, current account deficit widens, weakening INR. Mechanistic FX thesis.
Нефть и газ
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У bubbleboi на Buzzberg отслеживается 76 торговых идей по 66 тикерам с января 2026. винрейт 60% по 73 оцененным сигналам, средняя доходность +11.9%. #27 в рейтинге Buzzberg Alpha. Чаще всего покрывает: INTC, SNDK, BNO.
