Сигналы
48
#1011
Альфа-оценка 20.8
Daniel Koss
Основатель, Edelbridge Capital
Винрейт
36.2%
доходность
-1.1%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
02 янв
$89.32
-3.9%
Buy Nebius as an AI cloud software play where margin expansion is the core catalyst, driven by software mix shift within the AI infrastructure buildout.
Buy Nebius as an AI cloud software play where margin expansion is the core catalyst, driven by software mix shift within the AI infrastructure buildout.
NeoCloud
Лонг
02 янв
$22.94
+45.1%
Buy Ouster as lidar technology expands into new verticals beyond automotive, broadening the addressable market and driving revenue growth.
Buy Ouster as lidar technology expands into new verticals beyond automotive, broadening the addressable market and driving revenue growth.
ИИ-фотоника
Лонг
02 янв
$4.86
-25.1%
Buy Kongsberg (KRKNF) as marine defense spending scales; author sees revenue/contract growth as the primary driver in 2026.
Buy Kongsberg (KRKNF) as marine defense spending scales; author sees revenue/contract growth as the primary driver in 2026.
ВПК
Лонг
21 мая
$21.64
-21.2%
Buy FCEL on the data center order catalyst and AI infrastructure pivot, which could trigger a rerating similar to Bloom Energy's trajectory.
Buy FCEL on the data center order catalyst and AI infrastructure pivot, which could trigger a rerating similar to Bloom Energy's trajectory.
Чистая энергетика
Лонг
19 апр
$28.66
-0.8%
Go long HIMS as a high-volatility trade driven by the removal of legal overhangs, upcoming product launches expected to reaccelerate growth, and a favorable technical trend reversal.
Go long HIMS as a high-volatility trade driven by the removal of legal overhangs, upcoming product launches expected to reaccelerate growth, and a favorable technical trend reversal.
GLP-1 / Ожирение
Лонг
02 янв
$14.15
-20.6%
Buy Velo3D as metal additive manufacturing enters a potential breakout year; author's highest-conviction language in the list ("monster year") suggests meaningful upside catalyst expected.
Buy Velo3D as metal additive manufacturing enters a potential breakout year; author's highest-conviction language in the list ("monster year") suggests meaningful upside catalyst expected.
Промавтоматизация
Лонг
30 апр
$841000.00
+23.3%
Buy SK Square to gain exposure to SK Hynix at an effective 1.5x forward P/E, a deep-value play versus overvalued tech at 100x sales.
Buy SK Square to gain exposure to SK Hynix at an effective 1.5x forward P/E, a deep-value play versus overvalued tech at 100x sales.
Рынки капитала
Лонг
10 мар
$939000.00
+80.3%
Long SK Hynix (OTC: HXSCL) on a multi-year AI/memory cycle thesis; author expects sustained appreciation driven by AI infrastructure demand through the long-term technology inflection.
Long SK Hynix (OTC: HXSCL) on a multi-year AI/memory cycle thesis; author expects sustained appreciation driven by AI infrastructure demand through the long-term technology inflection.
Память для ИИ
Лонг
18 мар
$450.00
+106.3%
The author is buying the dip in Micron Technology following the recent earnings report.
Память для ИИ
Лонг
16 мар
$629.75
-8.3%
Nebius secures a massive $27B AI infrastructure deal with Meta featuring next-gen Nvidia hardware.
Гиперскейлеры
Лонг
02 янв
$12.66
-75.8%
Buy Eos Energy as battery storage deployment scales; author expects commercial ramp to drive meaningful revenue growth in 2026.
Buy Eos Energy as battery storage deployment scales; author expects commercial ramp to drive meaningful revenue growth in 2026.
Батареи и накопители
Лонг
28 апр
$37.78
+44.9%
Speaker lists $DRAM as largest allocation (40%) in 'my current picks' portfolio, justified by conviction that memory players are printing cash and still look very cheap relative to the broad market.
Speaker lists $DRAM as largest allocation (40%) in 'my current picks' portfolio, justified by conviction that memory players are printing cash and still look very cheap relative to the broad market.
Тематические ETF
Лонг
21 апр
$13.45
-3.3%
Buy LPK shares because influential and historically accurate investors are promoting the stock, indicating a potential catalyst from increased smart money attention and credibility.
Buy LPK shares because influential and historically accurate investors are promoting the stock, indicating a potential catalyst from increased smart money attention and credibility.
ИИ-фотоника
Лонг
26 мар
$38.67
-5.8%
The author expresses a bullish outlook on compute-related stocks, warning against shorting the sector.
The author expresses a bullish outlook on compute-related stocks, warning against shorting the sector.
NeoCloud
Лонг
11 мар
$185.05
+17.5%
Nvidia is investing $2 billion into Nebius to develop a strategic full-stack AI cloud partnership.
ИИ-вычисления
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У Daniel Koss на Buzzberg отслеживается 48 торговых идей по 47 тикерам с января 2026. винрейт 36% по 47 оцененным сигналам, средняя доходность -1.1%. #1011 в рейтинге Buzzberg Alpha. Чаще всего покрывает: NBIS, OUST, KRKNF.
