Сигналы
17
#391
Альфа-оценка 68.4
Chang-min Pro
Producer/Analyst
Винрейт
70.6%
доходность
+5.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
08 июл
$51.90
+13.1%
Oil price spiked on Hormuz strait tanker attacks. Occidental Petroleum is among the most oil-price sensitive large-cap producers. Crucially, its production base is US onshore, not Middle East, so supply disruptions in the Middle East make it a substitute supplier, benefiting from higher prices and potential market share gain. It is a direct beneficiary of geopolitical oil supply fears.
Нефть и газ
Лонг
23 июл
$552.33
-12.6%
AMD signed a deal with Anthropic to supply its next-generation Instinct MI450 AI chip at up to 2GW scale starting in H1 2027, with AMD investing up to $5 billion. This anchor client win validates AMD's AI roadmap and provides a large revenue pipeline. Neo-cloud providers like Nebius, which lease GPU capacity, stand to benefit from the increased compute demand as Anthropic uses both owned and leased infrastructure.
ИИ-вычисления
Лонг
23 июл
$441.80
+6.4%
Super Micro's preliminary quarterly earnings showed gross margin guidance doubling to 15-17%, far above the prior 8.2-8.4%. The company attributed this to AI server demand far exceeding supply, giving assemblers rare pricing power. Dell and HP also rose on the same logic, as they face the same supply-demand conditions and should enjoy similar margin improvement. The market is rewarding assemblers that can convert AI demand into margin expansion.
Оборудование для ИИ
Лонг
23 июл
$25.10
+10.3%
Super Micro's preliminary quarterly earnings showed gross margin guidance doubling to 15-17%, far above the prior 8.2-8.4%. The company attributed this to AI server demand far exceeding supply, giving assemblers rare pricing power. Dell and HP also rose on the same logic, as they face the same supply-demand conditions and should enjoy similar margin improvement. The market is rewarding assemblers that can convert AI demand into margin expansion.
Оборудование для ИИ
Лонг
23 июл
$218.16
+4.1%
AMD signed a deal with Anthropic to supply its next-generation Instinct MI450 AI chip at up to 2GW scale starting in H1 2027, with AMD investing up to $5 billion. This anchor client win validates AMD's AI roadmap and provides a large revenue pipeline. Neo-cloud providers like Nebius, which lease GPU capacity, stand to benefit from the increased compute demand as Anthropic uses both owned and leased infrastructure.
NeoCloud
Лонг
23 июл
$30.56
+25.1%
Super Micro's preliminary quarterly earnings showed gross margin guidance doubling to 15-17%, far above the prior 8.2-8.4%. The company attributed this to AI server demand far exceeding supply, giving assemblers rare pricing power. Dell and HP also rose on the same logic, as they face the same supply-demand conditions and should enjoy similar margin improvement. The market is rewarding assemblers that can convert AI demand into margin expansion.
Оборудование для ИИ
Лонг
13 июл
$926.00
+3.1%
Geopolitical tensions and rising oil are driving a clear sector rotation out of technology into defensive and energy names. Funds are not leaving the market but rotating into consumer staples and energy, with numerous 52-week highs in those groups. Consumer staples (Walmart, PG, Coca-Cola, Costco) and energy (ExxonMobil, Chevron, Occidental, EOG) show relative strength and offer stable returns amid macro uncertainty.
Продуктовый ритейл
Лонг
13 июл
$182.40
+9.9%
Geopolitical tensions and rising oil are driving a clear sector rotation out of technology into defensive and energy names. Funds are not leaving the market but rotating into consumer staples and energy, with numerous 52-week highs in those groups. Consumer staples (Walmart, PG, Coca-Cola, Costco) and energy (ExxonMobil, Chevron, Occidental, EOG) show relative strength and offer stable returns amid macro uncertainty.
Нефть и газ
Лонг
13 июл
$139.80
+3.6%
Geopolitical tensions and rising oil are driving a clear sector rotation out of technology into defensive and energy names. Funds are not leaving the market but rotating into consumer staples and energy, with numerous 52-week highs in those groups. Consumer staples (Walmart, PG, Coca-Cola, Costco) and energy (ExxonMobil, Chevron, Occidental, EOG) show relative strength and offer stable returns amid macro uncertainty.
Нефть и газ
Лонг
13 июл
$84.31
+6.7%
Geopolitical tensions and rising oil are driving a clear sector rotation out of technology into defensive and energy names. Funds are not leaving the market but rotating into consumer staples and energy, with numerous 52-week highs in those groups. Consumer staples (Walmart, PG, Coca-Cola, Costco) and energy (ExxonMobil, Chevron, Occidental, EOG) show relative strength and offer stable returns amid macro uncertainty.
Продукты питания
Лонг
13 июл
$148.37
-2.4%
Geopolitical tensions and rising oil are driving a clear sector rotation out of technology into defensive and energy names. Funds are not leaving the market but rotating into consumer staples and energy, with numerous 52-week highs in those groups. Consumer staples (Walmart, PG, Coca-Cola, Costco) and energy (ExxonMobil, Chevron, Occidental, EOG) show relative strength and offer stable returns amid macro uncertainty.
Личная гигиена
Лонг
13 июл
$423.85
+0.0%
TSMC posted record June and Q2 revenue, with June sales surging 68% year-over-year. Full Q2 revenue beat consensus and company guidance. AI chip demand remains robust, with 3nm capacity reportedly sold out. The upcoming earnings call will likely highlight strong margins and positive forward guidance.
Производство/оборудование
Лонг
13 июл
$114.77
-9.1%
Geopolitical tensions and rising oil are driving a clear sector rotation out of technology into defensive and energy names. Funds are not leaving the market but rotating into consumer staples and energy, with numerous 52-week highs in those groups. Consumer staples (Walmart, PG, Coca-Cola, Costco) and energy (ExxonMobil, Chevron, Occidental, EOG) show relative strength and offer stable returns amid macro uncertainty.
Продуктовый ритейл
Лонг
13 июл
$144.96
+9.3%
Geopolitical tensions and rising oil are driving a clear sector rotation out of technology into defensive and energy names. Funds are not leaving the market but rotating into consumer staples and energy, with numerous 52-week highs in those groups. Consumer staples (Walmart, PG, Coca-Cola, Costco) and energy (ExxonMobil, Chevron, Occidental, EOG) show relative strength and offer stable returns amid macro uncertainty.
Нефть и газ
Лонг
08 июл
$1778.95
+40.9%
Ethereum is showing a positive technical pattern, and if crypto liquidity improves, Ethereum could outperform Bitcoin and rally more strongly. He views the chart setup as very positive, suggesting it is a stronger candidate for upside once the market turns.
Криптоактивы
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У Chang-min Pro на Buzzberg отслеживается 17 торговых идей по 17 тикерам с июля 2026. винрейт 71% по 17 оцененным сигналам, средняя доходность +5.0%. #391 в рейтинге Buzzberg Alpha. Чаще всего покрывает: OXY, ETH, TSM.
