Сигналы
5
#474
Альфа-оценка 58.8
Carrie Firestone
Член инвестиционного комитета
Винрейт
80.0%
доходность
+7.5%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
16 апр
$419.33
+17.1%
Microsoft remains a leader in its vertical with ubiquitous products like Outlook, and despite recent weakness, it is expected to show better financial numbers, making it a worthwhile holding for long-term investors.
Гиперскейлеры
Лонг
16 апр
$151.51
+24.2%
Technology stocks, especially the biggest names, are resilient to oil price spikes because they consume very little oil (only 0.5% of total U.S. oil need) and are crucial for market movement, making them attractive in the current environment of record highs and energy volatility.
Тематические ETF
Лонг
15 апр
$248.59
+7.6%
Big tech names like Amazon, Meta, and Google are expected to report strong earnings because they are insulated from geopolitical supply shocks and rely on digital consumer activity. They represent over 35% of the market, so their movement will drive the overall market. Additionally, growth stocks have more attractive valuation multiples relative to industrials given their higher growth rates.
Гиперскейлеры
Лонг
15 апр
$333.71
+2.6%
Big tech names like Amazon, Meta, and Google are expected to report strong earnings because they are insulated from geopolitical supply shocks and rely on digital consumer activity. They represent over 35% of the market, so their movement will drive the overall market. Additionally, growth stocks have more attractive valuation multiples relative to industrials given their higher growth rates.
Гиперскейлеры
Лонг
15 апр
$673.76
-14.1%
Big tech names like Amazon, Meta, and Google are expected to report strong earnings because they are insulated from geopolitical supply shocks and rely on digital consumer activity. They represent over 35% of the market, so their movement will drive the overall market. Additionally, growth stocks have more attractive valuation multiples relative to industrials given their higher growth rates.
Гиперскейлеры
Показано 5 из 5 коллов · сортировка по упоминаниям
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У Carrie Firestone на Buzzberg отслеживается 5 торговых идей по 5 тикерам с апреля 2026. #474 в рейтинге Buzzberg Alpha. Чаще всего покрывает: META, AMZN, MSFT.
