Сигналы
14
#1061
Альфа-оценка 6.2
chairmansledger
Pseudonymous Investor & Market Researcher
Винрейт
21.4%
доходность
-12.2%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
10 мая
$9.06
+1.1%
Buy ONDS as a pure execution play on confirmed demand for autonomous systems, counter-drone, and defense-grade communications; speaker claims insider familiarity with the market and conviction that management can convert demand into repeatable revenue without chronic equity dilution.
ВПК
Лонг
10 мая
$61.20
-32.1%
Buy IREN as the company executes a multi-layer transition from power/mining infrastructure into AI data centers, GPU deployment, software, and enterprise customers — speaker argues skepticism is misplaced and the business model shift is already underway, not theoretical.
NeoCloud
Лонг
18 июл
$4.08
+29.4%
Buy NUAI as a current author pick in AI infrastructure; thesis is purely thematic with no specific catalyst, and author explicitly acknowledges coin-flip odds, making this extremely low conviction.
Чистая энергетика
Лонг
16 мая
$219.94
+0.0%
Maintain a reduced but still positive view on NBIS; speaker believes upside remains but is trimming allocation as the asymmetric return profile has diminished relative to earlier entry.
NeoCloud
Лонг
12 мая
$72.96
-0.6%
Buy ASTS as author discloses an existing long position, citing the market underpricing the strategic importance of resilient satellite connectivity infrastructure.
Спутниковая связь
Лонг
12 мая
$4.98
-11.8%
Buy Kraken Robotics as author discloses a sized current position alongside ONDS, grounded in the view that undersea and maritime infrastructure are among the most vulnerable and targeted layers in modern geopolitical conflict.
ВПК
Лонг
14 мая
$7.17
-45.3%
Author discloses current ownership of DGXX as part of a Bitcoin/Compute-themed personal portfolio, implying long conviction in bitcoin or digital infrastructure.
Криптомайнеры
Лонг
14 мая
$132.56
-36.7%
Author discloses current ownership of RKLB as part of a Space-themed personal portfolio, implying long conviction in commercial launch and space systems.
Космос
Лонг
18 мая
$16.86
-35.5%
Author discloses a newly initiated long position in TRT, expressing personal ownership with forward-looking conviction ("let's see how this story plays out"), implying a medium-term thesis in development.
Производство/оборудование
Лонг
14 мая
$56.65
-28.7%
Author discloses current ownership of SIVE as part of an Autonomy/Defense-themed personal portfolio, implying long conviction in the autonomy technology space.
ИИ-фотоника
Лонг
14 мая
$6.10
-27.0%
Author discloses current ownership of ASPI as part of a Defense/Compute-themed personal portfolio, implying long conviction in defense AI and compute.
Критические минералы
Лонг
18 мая
$77011.80
-15.4%
Author discloses current portfolio holding in BTC, included in a conviction book alongside defense, AI infrastructure, and sovereign power themes.
Криптоактивы
Лонг
10 авг
$353.65
+0.0%
Buy GOOG; author endorses Berkshire's stake as a genuine vote of confidence in Google's AI positioning, distinguishing it from a broader AI/equities call.
Гиперскейлеры
Лонг
17 июл
$103.42
+31.5%
Buy AAOI as a compelling risk/reward opportunity within the AI HPC data center / neocloud theme; author considers it one of the better names in the market and would nibble at current levels.
ИИ-фотоника
Показано 14 из 14 коллов · сортировка по упоминаниям
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У chairmansledger на Buzzberg отслеживается 14 торговых идей по 14 тикерам с мая 2026. #1061 в рейтинге Buzzberg Alpha. Чаще всего покрывает: ONDS, IREN, NBIS.
