Сигналы
79
#97
Альфа-оценка 92.5
CryptoCondom
Винрейт
45.5%
доходность
+7.2%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
30 апр
$5.34
+46.6%
Bought BlackBerry calls; BB pivoted from phones to autonomous software, has memetic potential, growing revenue and defense contracts for future FCF.
Bought BlackBerry calls; BB pivoted from phones to autonomous software, has memetic potential, growing revenue and defense contracts for future FCF.
Кибербезопасность
Лонг
06 апр
$10.91
-12.9%
Opened new spot LightPath long at $11; $480m mkt cap on $42m confirmed revenue, EBITDA-positive, sees the company as cheap.
Opened new spot LightPath long at $11; $480m mkt cap on $42m confirmed revenue, EBITDA-positive, sees the company as cheap.
ИИ-фотоника
Лонг
29 мая
$4.31
+91.9%
Buy IOVA for its unique FDA-approved TIL therapy, upcoming ASCO data, strong patent protection, and high probability of acquisition given scalability limitations and long cash runway.
Buy IOVA for its unique FDA-approved TIL therapy, upcoming ASCO data, strong patent protection, and high probability of acquisition given scalability limitations and long cash runway.
Фарма и биотех
Лонг
23 янв
$3.99
-18.5%
Buy DNN as a high-conviction single-name uranium play; author reviewed financials and filings and found fundamentals compelling, adding it to an existing multi-year uranium bull thesis previously expressed through URA.
Критические минералы
Лонг
04 мая
$4.63
+131.5%
Took ABCL position as counter to ABSI; ABCL generates antibodies vs known epitopes and is breaking out technically.
Took ABCL position as counter to ABSI; ABCL generates antibodies vs known epitopes and is breaking out technically.
Фарма и биотех
Лонг
12 янв
$5.53
-45.9%
Buy LAC as a government-owned 10% stake creates political favoritism risk/reward; with commodities rallying on geopolitics, a declining dollar, and threatened central bank independence, speaker expects a sharp near-term move higher driven by USG-backed nepotism catalyst.
Критические минералы
Лонг
02 янв
$46.01
-4.2%
Author discloses URA (uranium ETF) as a current 2026 portfolio holding in the commodities bucket; no per-ticker reasoning given beyond sector allocation.
Тематические ETF
Лонг
16 мар
$11.04
+10.5%
Long AGRO via a lot of Sept 2026 calls; AGRO is a Tether proxy (74% owned), with earnings catalyst after its M&A of Profertil, LatAM's largest urea producer.
Long AGRO via a lot of Sept 2026 calls; AGRO is a Tether proxy (74% owned), with earnings catalyst after its M&A of Profertil, LatAM's largest urea producer.
Продукты питания
Шорт
28 янв
$77.80
+7.7%
Short CVNA on fraud allegations gaining mainstream traction; speaker maintains an active short position citing the stock as fraudulent, with the thesis now entering broader market awareness as a potential catalyst for accelerated downside.
Ритейл и мобильность
Лонг
17 апр
$3.58
+145.8%
Bull case for Absci: AI proliferating oncology/therapeutics; highlights ABSI funded through 2028 as de-risking the long.
Bull case for Absci: AI proliferating oncology/therapeutics; highlights ABSI funded through 2028 as de-risking the long.
Фарма и биотех
Шорт
13 фев
$300.52
+4.8%
Short JPM via puts targeting $200s — MACD momentum deteriorating, projected expenses of $105B exceed analyst estimates of $102-103B, C-suite insiders (CFO + General Counsel) sold 5-10% of holdings in early 2026, with additional headwinds from sunbelt real estate credit risk, Trump's 10% card rate cap, and debanking reputational damage.
Банки
Лонг
02 фев
$31.00
+166.1%
Buy HYPE; the tweet touts HYPE prediction markets as decentralized, native, global and anonymous, and cheers the opportunity with "giddyup."
Криптоактивы
Лонг
18 мар
$199.62
+5.7%
Buying equities that benefit from second-order effects of the war, naming CVX; moving the book to more cash plus these names.
Buying equities that benefit from second-order effects of the war, naming CVX; moving the book to more cash plus these names.
Нефть и газ
Лонг
31 янв
$1.67
-39.5%
Author discloses an active ZRO (LayerZero) position and expresses intent to add more at the $1.50 level, signaling conviction in the current holding.
Криптоактивы
Лонг
11 янв
$14.57
+20.9%
Author names XPRO as a personal energy sector bet for 2026; no specific catalyst given beyond sector conviction and forward positioning intent.
Нефть и газ
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У CryptoCondom на Buzzberg отслеживается 79 торговых идей по 72 тикерам с января 2026. винрейт 45% по 77 оцененным сигналам, средняя доходность +7.2%. #97 в рейтинге Buzzberg Alpha. Чаще всего покрывает: BB, LPTH, IOVA.
