Сигналы
104
#987
Альфа-оценка 19.5
ckcapitalxx
Investor & Co-Owner, CV Research
Винрейт
39.8%
доходность
-0.4%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
05 мар
$93.86
-27.8%
Long $ASTS: speaker frames it as the mass-market satellite play (vs Starlink which serves wealthy users), implying massive TAM addressing billions of unconnected mobile subscribers vs Starlink's premium positioning.
Long $ASTS: speaker frames it as the mass-market satellite play (vs Starlink which serves wealthy users), implying massive TAM addressing billions of unconnected mobile subscribers vs Starlink's premium positioning.
Спутниковая связь
Лонг
10 мар
$96.43
+130.4%
Long $NBIS — included in speaker's curated 'generational wealth' top-picks basket; explicit basket-positioning call qualifies under permissive LONGS bar.
Long $NBIS — included in speaker's curated 'generational wealth' top-picks basket; explicit basket-positioning call qualifies under permissive LONGS bar.
NeoCloud
Лонг
05 мар
$9.48
+11.6%
Long $EOS.AX: company has world's first 100kW laser weapon export contract (British government chose it over domestic UK competitor), drone/satellite kill capability, perfect live-fire record, $1.9B market cap; speaker emphasizes undervaluation vs capability set.
Long $EOS.AX: company has world's first 100kW laser weapon export contract (British government chose it over domestic UK competitor), drone/satellite kill capability, perfect live-fire record, $1.9B market cap; speaker emphasizes undervaluation vs capability set.
ВПК
Лонг
09 мар
$110.62
+2.4%
Long $AAOI — speaker frames it as 'one of the most asymmetrical plays in the market' with explicit $150 end-of-week price target; conviction + target qualifies under permissive LONGS bar.
Long $AAOI — speaker frames it as 'one of the most asymmetrical plays in the market' with explicit $150 end-of-week price target; conviction + target qualifies under permissive LONGS bar.
ИИ-фотоника
Лонг
12 мая
$44.13
+75.7%
Long $PENG — speaker adding on dip after 6% drawdown, framed as good discount.
Оборудование для ИИ
Лонг
29 мар
$95.24
+137.5%
Long $CRDO — explicitly announced 'New Long position idea'; down 55% from ATH of $213 despite posting 'the most absurd earnings' speaker has seen from a semi co. this cycle (revenue up 272% YoY).
Long $CRDO — explicitly announced 'New Long position idea'; down 55% from ATH of $213 despite posting 'the most absurd earnings' speaker has seen from a semi co. this cycle (revenue up 272% YoY).
ИИ-фотоника
Лонг
09 мар
$6.78
-37.6%
30% portfolio position with margin; disclosed as one of three high-conviction holdings.
ВПК
Лонг
16 мар
$75.31
+48.3%
Long $HOOD — best year ever vs stock 50% off its high; three straight years of 50%+ revenue growth, $2.05 EPS, $2.5B adjusted EBITDA at 56% margins. Speaker highlights value disconnect between fundamentals and price.
Long $HOOD — best year ever vs stock 50% off its high; three straight years of 50%+ revenue growth, $2.05 EPS, $2.5B adjusted EBITDA at 56% margins. Speaker highlights value disconnect between fundamentals and price.
Брокеры
Лонг
22 апр
$3.04
+14.8%
Long $KEEL — speaker considering small speculative position because market still mis-prices it as the old Bitfarms Bitcoin miner, but Keel Infrastructure completed a full US redomiciliation to New York on April 1.
Long $KEEL — speaker considering small speculative position because market still mis-prices it as the old Bitfarms Bitcoin miner, but Keel Infrastructure completed a full US redomiciliation to New York on April 1.
NeoCloud
Лонг
12 мар
$616.09
+43.3%
Top pick in Photonics sector — included in speaker's favorite-stocks basket as a positioning call.
ИИ-фотоника
Лонг
22 мая
$15.20
-17.7%
Buy HLIT as a monopoly-like software/cloud solution replacing costly hardware boxes for cable/internet providers, driving margin expansion.
Buy HLIT as a monopoly-like software/cloud solution replacing costly hardware boxes for cable/internet providers, driving margin expansion.
ИИ-фотоника
Лонг
12 мар
$241.27
+19.5%
Top pick in Photonics sector — included in speaker's favorite-stocks basket as a positioning call.
ИИ-фотоника
Лонг
04 мая
$42.47
+32.5%
Long $DRAM — explicit portfolio holding disclosed by speaker as a portfolio component (+6%); confirms active position.
Long $DRAM — explicit portfolio holding disclosed by speaker as a portfolio component (+6%); confirms active position.
Тематические ETF
Лонг
12 мар
$68.37
-1.3%
Top pick in Space/Satellite sector — included in speaker's favorite-stocks-per-sector basket as a positioning call.
Top pick in Space/Satellite sector — included in speaker's favorite-stocks-per-sector basket as a positioning call.
Космос
Показано 15 из 104 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У ckcapitalxx на Buzzberg отслеживается 104 торговых идей по 104 тикерам с марта 2026. винрейт 40% по 103 оцененным сигналам, средняя доходность -0.4%. #987 в рейтинге Buzzberg Alpha. Чаще всего покрывает: ASTS, NBIS, EOS.AX.
