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Альфа-оценка42.5
Сигналы
8
Винрейт
37.5%
доходность
+2.2%
Сигналы842 Постов отслежено
·2.6/день
Постил сегодня
Buy AMAT after a post-earnings sell-off that the author views as a major mispricing; the earnings call was characterized as one of the strongest in the entire semiconductor sector, making the dip a high-conviction buying opportunity.
Buy MU as a contrarian play — rising bearish sentiment amid an overwhelmingly bullish analyst consensus signals a healthy wall of worry, which historically supports further upside in semiconductor cycles.
Non-China rare earths strengthening into September
Buy non-China rare earth names UUUU, USAR, and MP as a September catalyst trade — the author sees the sector strengthening broadly, likely on supply-chain diversification away from Chinese rare earth dominance.
Non-China rare earths strengthening into September
Buy non-China rare earth names UUUU, USAR, and MP as a September catalyst trade — the author sees the sector strengthening broadly, likely on supply-chain diversification away from Chinese rare earth dominance.
Non-China rare earths strengthening into September
Buy non-China rare earth names UUUU, USAR, and MP as a September catalyst trade — the author sees the sector strengthening broadly, likely on supply-chain diversification away from Chinese rare earth dominance.