Сигналы
56
#1
Альфа-оценка 100.0
bullofbritain
Винрейт
72.2%
доходность
+49.3%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
13 мар
$0.36
-16.4%
Buy EQR.AX on tungsten supply tightness (APT prices already at $3,000/mtu vs. model baseline of $2,500), best-ever earnings, rapid deleveraging ($60M→$20M debt), and imminent passive buying catalyst from ASX All Ordinaries index inclusion effective 23 March 2026.
Критические минералы
Лонг
17 мар
$30.83
-
Buy VNP.TO as a foundational supplier to the AI optical/co-packaging space; while the market chases speculative next-gen plays, VNP.TO is approaching all-time highs with no crowding and is the underlying input all competing companies require.
Критические минералы
Лонг
11 янв
$22.23
-17.8%
Buy ALMU as the company transitions from R&D-stage science to 300mm mass manufacturing, with the speaker arguing its US-based light source patents represent a structural bottleneck in AI photonics infrastructure.
ИИ-фотоника
Лонг
18 мар
$27.10
+73.4%
Buy IQE as EU-China decoupling redirects semiconductor material demand toward Western suppliers; author frames this as a direct beneficiary of increased Western supply chain investment.
ИИ-фотоника
Лонг
09 мар
$639.89
+39.9%
Buy LITE as an asymmetric photonics opportunity; author explicitly names it alongside AAOI as a top pick, with prior context of NVDA downstream investment backing LITE/COHR providing a demand catalyst.
ИИ-фотоника
Лонг
16 мар
$138.50
+83.0%
Buy TSEM as a co-packaged optics play; NVDA GTC's 16x GPU rack density requires optical integration at the package level, a capability TSEM provides and for which supply is unprepared.
Производство/оборудование
Лонг
04 мар
$99.60
+36.5%
Buy AAOI as the top photonics pick due to zero geopolitical/China supply-chain risk; the stock is up 4% while the broader photonics sector is down 7-8%, demonstrating price decoupling from China-exposed peers like AXTI.
ИИ-фотоника
Шорт
02 мар
$39.61
-128.0%
Short AXTI — permits outright declined (not deferred), balance sheet is deteriorating, and the company is structurally losing the photonics race as NVDA backs silicon-based photonics via COHR, making copper-dependent solutions obsolete.
ИИ-фотоника
Лонг
19 апр
$44.30
-9.5%
Buy Aixtron as a picks-and-shovels play on the 800G/1.6T optics ramp; 90% InP MOCVD share and 70-80% GaN MOCVD share make it the irreplaceable equipment layer for both AI datacenter optics and 800V power architecture, with management guiding to 2x optoelectronics revenue in 2026.
Производство/оборудование
Лонг
06 апр
$46.80
+121.8%
Buy AEHR as the sole provider of wafer-level testing for silicon photonics chips; a newly landed major hyperscale customer validates the monopoly position and signals accelerating demand in the photonics supply chain.
Производство/оборудование
Лонг
03 апр
$6.42
-9.2%
Buy BMM as a U.S.-soil tungsten producer directly aligned with Pentagon procurement and the NDAA ban on Chinese-sourced tungsten effective January 2027, creating a legal demand floor for domestic supply regardless of price.
Металлы/добыча
Лонг
18 мар
$116.99
+62.3%
Buy NBIS as a named Western supply chain beneficiary of EU's decision to decouple from China and direct additional liquidity and demand toward non-Chinese networks.
NeoCloud
Лонг
16 мар
$247.00
+55.5%
Buy COHR as a co-packaged optics beneficiary of NVDA GTC's 16x GPU rack density revelation; optical integration demand will surge and supply chains are not positioned to meet it.
ИИ-фотоника
Лонг
16 мар
$60.52
+11.0%
Buy EQR.AX as the second of only two meaningful Western tungsten producers (21-29% of non-Chinese supply); structurally positioned to capture NDAA-mandated defence demand and growing semiconductor consumption (2,500t→5,500t by 2030) with no Chinese-origin substitutes available; trades at a significant market cap discount to ALT despite comparable supply share.
REIT-фонды
Лонг
21 апр
$100.67
+21.7%
Buy SOI as part of a supply-chain basket; author claims a rising (unnamed) metric supports continued multiple expansion in downstream supply chain names.
Производство/оборудование
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У bullofbritain на Buzzberg отслеживается 56 торговых идей по 55 тикерам с января 2026. винрейт 72% по 54 оцененным сигналам, средняя доходность +49.3%. #1 в рейтинге Buzzberg Alpha. Чаще всего покрывает: EQR.AX, VNP.TO, ALMU.
