#23 Альфа-оценка 98.3

caesarcapitalz

Individual Investor & Market Commentator
@caesarcapitalz · отслеживается с мар 2026
23
BUZZBERG Лидерборд ранжируется по Alpha Score, который учитывает среднюю доходность спикера, число его коллов и репутацию — рейтинг авторитетности источника, который может только повысить скор, но не понизить. Читать FAQ
Альфа-оценка 98.3
Сигналы
57
Винрейт
57.9%
доходность
+13.7%
Сигналы 57 4362 Постов отслежено · 23.6/день
Сигналы
0
30д 3
90д 8
Лучшие сигналы
SIVE Лонг +191.9%
MRVL Лонг +132.2%
ALAB Лонг +120.7%
Худшие сигналы
NBIS Шорт -89.6%
KRKNF Лонг -46.9%
ONDS Лонг -40.5%
Самые упоминаемые
ASTS ×86
NBIS ×74
AAOI ×70
Последние сигналы
MU Лонг 3 недели назад
DRAM Лонг 3 недели назад
ABCL Лонг 3 недели назад
Винрейт 58% Лонг 56 Шорт 1
Винрейт
50%
30д 48%
90д 66%
Средняя доходность +13.7% Доходность лонгов +15.6% Доходность шортов -89.6%
Средняя доходность
+2.1%
30д +13.4%
90д +33.8%
Загрузка графиков...
Результат
Результат
Сортировка
Тема Позиция
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
01 мар
$79.19
+8.0%
Author holds considerable ASTS position
Buy ASTS — author discloses a current, considerable existing long position in AST SpaceMobile shares, signaling ongoing conviction in the name.
Спутниковая связь
Лонг
01 мар
$91.19
+15.9%
NBIS largest position, long conviction
NBIS is the author's largest current position, signaling strong continued long conviction. The disclosure itself is the trade signal; no new catalyst is stated.
NeoCloud
Лонг
14 мар
$96.81
+5.7%
Hyperscale AI demand drives Applied Optoelectronics growth
Views AAOI as a beneficiary of hyperscale AI data center demand, driven by its high-speed optical transceivers.
ИИ-фотоника
Лонг
01 мар
$14.52
+95.9%
Author buys hated HIMS on contrarian thesis
Buy HIMS on a contrarian sentiment basis; author discloses active buying of the stock, framing it as one of the most hated names on social media — a classic mean-reversion/contrarian setup.
GLP-1 / Ожирение
Лонг
08 мар
$70.11
-5.6%
Diverse space operations drive bullish view.
Author is bullish on Rocket Lab, emphasizing its comprehensive end-to-end space manufacturing and operations beyond basic launch services.
Космос
Лонг
01 мар
$6.16
-30.5%
TE could become solar energy giant
Buy TE — author expresses personal conviction that $TE can become a dominant player in solar energy, a sector with structural long-term tailwinds; reasoning is directional but thin and generic.
Чистая энергетика
Лонг
02 мар
$11.86
-40.5%
Author holds ONDS as current position
Author discloses a current long position in ONDS, confirming active ownership with conviction alongside two other holdings.
ВПК
Лонг
20 мар
$8.44
+191.9%
Fund discloses Sivers position at €0.763
Caesar Capital discloses a new Sivers Semiconductors position entered at €0.763 per share, establishing a long stake in the company.
ИИ-фотоника
Лонг
05 мар
$55.43
-7.3%
Expresses high confidence in LMND
Author expresses high confidence in LMND alongside their largest position disclosure.
Страхование
Лонг
19 апр
$24.26
+37.2%
Initiates new long position for portfolio concentration
Author discloses starting a new long position in OUST as part of a broader strategy to concentrate the portfolio.
ИИ-фотоника
Лонг
04 мар
$18.25
+71.7%
Author confirms active long position in ZETA
Author discloses current long position in ZETA as part of a personally held basket of names they explicitly confirm owning.
ПО для ИИ
Лонг
02 мар
$17.86
-4.3%
Author holds SOFI as current position
Author discloses a current long position in SOFI, confirming active ownership with conviction alongside two other holdings.
Платежи и финтех
Лонг
22 мая
$5.35
-39.4%
Author starts new long position in AMPG.
Author discloses starting a new long position in AmpliTech Group at an average price of $5.06 per share.
ИИ-фотоника
Лонг
03 мар
$6.86
-46.9%
Kraken M&A deal may re-rate KRKNF
Consider buying KRKNF as the $615M Covelya Group acquisition signals meaningful strategic expansion of maritime capabilities for a $2B market cap company, suggesting the deal is material and potentially re-rating.
ВПК
Лонг
02 мар
$40.91
-15.2%
Author holds IREN as current position
Author discloses a current long position in IREN, confirming active ownership with conviction alongside two other holdings.
NeoCloud
Показано 15 из 57 коллов · сортировка по упоминаниям

У caesarcapitalz на Buzzberg отслеживается 57 торговых идей по 56 тикерам с марта 2026. винрейт 58% по 57 оцененным сигналам, средняя доходность +13.7%. #23 в рейтинге Buzzberg Alpha. Чаще всего покрывает: ASTS, NBIS, AAOI.