Сигналы
56
#1160
Альфа-оценка 5.4
crux_capital_
Independent Photonics & AI Infrastructure Researcher
Винрейт
39.3%
доходность
-4.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
27 фев
$84.23
+34.5%
Long $AAOI — speaker's photonics portfolio construction; held position in this theme; diversity across stack with different timelines/catalysts.
Long $AAOI — speaker's photonics portfolio construction; held position in this theme; diversity across stack with different timelines/catalysts.
ИИ-фотоника
Лонг
27 фев
$258.93
+11.3%
Long $COHR — speaker's photonics portfolio construction; held position in this theme; diversity across stack with different timelines/catalysts.
Long $COHR — speaker's photonics portfolio construction; held position in this theme; diversity across stack with different timelines/catalysts.
ИИ-фотоника
Лонг
27 фев
$700.91
+26.0%
Long $LITE — speaker's photonics portfolio construction; held position in this theme; diversity across stack with different timelines/catalysts.
Long $LITE — speaker's photonics portfolio construction; held position in this theme; diversity across stack with different timelines/catalysts.
ИИ-фотоника
Лонг
27 фев
$150.38
-1.9%
Long $GLW — speaker's photonics portfolio construction; held position in this theme; diversity across stack with different timelines/catalysts.
Long $GLW — speaker's photonics portfolio construction; held position in this theme; diversity across stack with different timelines/catalysts.
ИИ-фотоника
Лонг
08 апр
$9.34
+10.9%
Long $NOK — speaker says re-rate is happening in real time, signaling bullish stance on re-rating thesis playing out.
Long $NOK — speaker says re-rate is happening in real time, signaling bullish stance on re-rating thesis playing out.
ИИ-фотоника
Лонг
27 фев
$348.70
+11.2%
Long $CIEN — speaker's photonics portfolio construction; held position in this theme; diversity across stack with different timelines/catalysts.
Long $CIEN — speaker's photonics portfolio construction; held position in this theme; diversity across stack with different timelines/catalysts.
ИИ-фотоника
Лонг
17 мар
$87.50
+50.2%
Long $SMTC — speaker is invested in Semtech; company reported record $1.05B FY rev, 58% data center growth.
Long $SMTC — speaker is invested in Semtech; company reported record $1.05B FY rev, 58% data center growth.
ASIC для ИИ
Лонг
28 апр
$68.71
-1.7%
Long $AXTI — part of speaker's optics portfolio weighting.
ИИ-фотоника
Лонг
12 мая
$79.19
-10.3%
Long $AMBA — one of speaker's newest positions; thesis is AI moving into the physical world (cameras, drones, robots, vehicles, warehouses) with AMBA selling the chip layer.
Long $AMBA — one of speaker's newest positions; thesis is AI moving into the physical world (cameras, drones, robots, vehicles, warehouses) with AMBA selling the chip layer.
ASIC для ИИ
Лонг
20 апр
$90.15
+7.0%
Long $AEHR — speaker explicitly states portfolio has exposure to AEHR as part of photonics stack play.
Long $AEHR — speaker explicitly states portfolio has exposure to AEHR as part of photonics stack play.
Производство/оборудование
Лонг
15 июн
$46.71
-22.0%
Buy OUST as author discloses it as a large current/building portfolio position within a Physical AI supercycle framework, specifically targeting the Perception layer of the AI stack.
Buy OUST as author discloses it as a large current/building portfolio position within a Physical AI supercycle framework, specifically targeting the Perception layer of the AI stack.
ИИ-фотоника
Лонг
21 мая
$49.51
-23.2%
Long VIAV after dilution dip, adding to position on weakness as a value play.
ИИ-фотоника
Лонг
13 июн
$101.28
-43.4%
Buy INOD as a Physical AI infrastructure play; author holds a current position backed by Q1 results showing 54% YoY revenue growth, 24% QoQ acceleration, 28% adj. EBITDA margin, raised 2026 guide to ~40%+ growth, and a new Big Tech customer contributing ~$51M from zero last year.
Buy INOD as a Physical AI infrastructure play; author holds a current position backed by Q1 results showing 54% YoY revenue growth, 24% QoQ acceleration, 28% adj. EBITDA margin, raised 2026 guide to ~40%+ growth, and a new Big Tech customer contributing ~$51M from zero last year.
ПО для ИИ
Лонг
01 июл
$27.80
-41.6%
Long Physical AI basket: author says he is building a Physical AI portfolio, is very interested in owning these names long term, and expects them to take 40-50% of that portfolio.
Long Physical AI basket: author says he is building a Physical AI portfolio, is very interested in owning these names long term, and expects them to take 40-50% of that portfolio.
Авто/EV
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У crux_capital_ на Buzzberg отслеживается 56 торговых идей по 55 тикерам с февраля 2026. винрейт 39% по 56 оцененным сигналам, средняя доходность -4.6%. #1160 в рейтинге Buzzberg Alpha. Чаще всего покрывает: AAOI, COHR, LITE.
