Сигналы
125
#52
Альфа-оценка 95.8
contrariancurse
Hyperscalers Trader
Винрейт
51.6%
доходность
+8.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
06 янв
$241.65
+8.0%
Author discloses current long position in AMZN; acknowledges it is more consensus than other holdings but still sees meaningful room for positioning expansion.
Author discloses current long position in AMZN; acknowledges it is more consensus than other holdings but still sees meaningful room for positioning expansion.
Гиперскейлеры
Лонг
02 янв
$97.98
+122.7%
Buy BE as its effective cost is lower than perceived due to efficiency, credits, and faster deployment, with costs declining faster than gas turbines.
Buy BE as its effective cost is lower than perceived due to efficiency, credits, and faster deployment, with costs declining faster than gas turbines.
Чистая энергетика
Лонг
08 янв
$326.66
+5.2%
Buy GOOG calls as a low-cost hedge against NVDA weakness, expecting GOOG to become the largest company by January end.
Buy GOOG calls as a low-cost hedge against NVDA weakness, expecting GOOG to become the largest company by January end.
Гиперскейлеры
Лонг
14 янв
$260.29
+19.0%
Buy AAPL on the thesis that its unique user data and Gemini integration at WWDC provide a durable competitive advantage in on-device AI.
Buy AAPL on the thesis that its unique user data and Gemini integration at WWDC provide a durable competitive advantage in on-device AI.
Оборудование для ИИ
Лонг
11 янв
$184.86
+15.8%
Long NVDA calls as part of a pair bet on market cap convergence with GOOG, high leverage to gap narrowing over ~3 weeks.
Long NVDA calls as part of a pair bet on market cap convergence with GOOG, high leverage to gap narrowing over ~3 weeks.
ИИ-вычисления
Лонг
04 янв
$268.87
+78.9%
Author discloses a large existing long call position in AMAT with massive unrealized gains, signaling strong bullish conviction on semiconductor equipment.
Author discloses a large existing long call position in AMAT with massive unrealized gains, signaling strong bullish conviction on semiconductor equipment.
Производство/оборудование
Лонг
06 янв
$631.97
-32.6%
Author discloses current long position in AXON, citing non-consensus positioning with significant room for further institutional accumulation as a key upside driver.
Author discloses current long position in AXON, citing non-consensus positioning with significant room for further institutional accumulation as a key upside driver.
ВПК
Лонг
24 фев
$33.97
+45.7%
Author discloses an active long position in STMicroelectronics as part of current holdings; no specific catalyst given but position is confirmed as ongoing.
Author discloses an active long position in STMicroelectronics as part of current holdings; no specific catalyst given but position is confirmed as ongoing.
ASIC для ИИ
Лонг
02 янв
$636.96
+16.2%
Buy EME due to construction bottlenecks and conservative backlog recognition, expecting upward revisions in pricing, RPO, and earnings.
Buy EME due to construction bottlenecks and conservative backlog recognition, expecting upward revisions in pricing, RPO, and earnings.
Строительство/инфраструктура
Лонг
21 янв
$2643.07
+16.5%
Initiated CSU as part of deliberate contrarian rotation away from AI factor; author explicitly avoiding doubling down on AI exposure after trimming semi positions.
Initiated CSU as part of deliberate contrarian rotation away from AI factor; author explicitly avoiding doubling down on AI exposure after trimming semi positions.
ПО для ИИ
Лонг
16 янв
$1352.15
+29.2%
ASML's customer base expanded from 1 to 5, and tightness in memory and logic will drive a surge in backlog, supporting significant upside.
ASML's customer base expanded from 1 to 5, and tightness in memory and logic will drive a surge in backlog, supporting significant upside.
Производство/оборудование
Лонг
24 янв
$133.11
-5.7%
Author signals intent to add to NOW on any Monday weakness, treating a failure to rip as a buying opportunity; conditional long add with short-term catalyst framing around over-extended shorts.
Author signals intent to add to NOW on any Monday weakness, treating a failure to rip as a buying opportunity; conditional long add with short-term catalyst framing around over-extended shorts.
ПО для ИИ
Лонг
15 янв
$34.75
+19.2%
Buy GitLab as AI-driven code volume growth structurally increases demand for CI/CD minutes, security scanning, compliance, and repo activity — usage-based revenue expansion offsets any seat-count pressure from vibe-coding trends.
Buy GitLab as AI-driven code volume growth structurally increases demand for CI/CD minutes, security scanning, compliance, and repo activity — usage-based revenue expansion offsets any seat-count pressure from vibe-coding trends.
ПО для ИИ
Лонг
15 янв
$126.80
-17.7%
Buy TRI as law firms structurally reduce associate headcount while maintaining billing rates, accelerating adoption of Thomson Reuters' proprietary legal data and usage-based document generation — sticky distribution and owned data create durable moat.
Buy TRI as law firms structurally reduce associate headcount while maintaining billing rates, accelerating adoption of Thomson Reuters' proprietary legal data and usage-based document generation — sticky distribution and owned data create durable moat.
Рынки капитала
Лонг
13 янв
$470.08
+4.4%
Author holds MSFT as a contrarian long within software, positioning defensively while the broader software sector is under significant pressure; views MSFT as insulated from the sector-wide pain.
Author holds MSFT as a contrarian long within software, positioning defensively while the broader software sector is under significant pressure; views MSFT as insulated from the sector-wide pain.
Гиперскейлеры
Показано 15 из 125 коллов · сортировка по упоминаниям
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У contrariancurse на Buzzberg отслеживается 125 торговых идей по 113 тикерам с января 2026. винрейт 52% по 124 оцененным сигналам, средняя доходность +8.6%. #52 в рейтинге Buzzberg Alpha. Чаще всего покрывает: AMZN, BE, GOOGL.
