Сигналы
13
#693
Альфа-оценка 45.7
David Savage
Редактор, The Block
Винрейт
61.5%
доходность
+1.1%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Шорт
29 мая
$85.76
+4.6%
Long-term bond yields are likely to move higher in the near term because AI capex spending is boosting both inflation and growth, and unless the Fed signals a preemptive pivot, the direction of travel for yields at the long end is up.
Облигации и ставки
Лонг
25 авг
$114.51
+1.5%
David Savage says the semiconductor complex is searching for a catalyst and Nvidia earnings could be more positive for Asia, while attractive valuations in KOSPI could still attract investors even before a broader hyperscaler rotation.
Фондовые индексы
Лонг
25 авг
$179.65
-2.7%
David Savage says the semiconductor complex is searching for a catalyst and Nvidia earnings could be more positive for Asia, while attractive valuations in KOSPI could still attract investors even before a broader hyperscaler rotation.
Фондовые индексы
Лонг
21 авг
$75546.50
+2.3%
Markets are dusting off the dollar-debasement playbook as Treasury intervention skepticism grows; gold is back above 4500 with ETF inflows starting, and Bitcoin is back over 75,000.
Криптоактивы
Лонг
21 авг
$415.26
-4.4%
Markets are dusting off the dollar-debasement playbook as Treasury intervention skepticism grows; gold is back above 4500 with ETF inflows starting, and Bitcoin is back over 75,000.
Сырьё
Лонг
04 авг
$22.63
+10.0%
If dollar-yen continues to grind higher without follow-on intervention or a hawkish BOJ tilt, the weaker yen will be supportive of Japanese export-heavy names like Toyota, Honda and Sony, which already have supportive earnings numbers.
Гейминг и развлечения
Лонг
04 авг
$186.17
+6.4%
If dollar-yen continues to grind higher without follow-on intervention or a hawkish BOJ tilt, the weaker yen will be supportive of Japanese export-heavy names like Toyota, Honda and Sony, which already have supportive earnings numbers.
Авто/EV
Шорт
03 авг
$157.10
-11.3%
Korean equities face further downside risk after the historic retail deleveraging on Friday. Realized volatility around 100 will deter institutional re-entry, and with the momentum trade fragile and the DeepSeek news adding uncertainty, a sustainable bounce is unlikely absent a strong new catalyst.
Фондовые индексы
Лонг
31 июл
$1718000.00
-1.5%
Strong AI infrastructure spending by US hyperscalers continues to drive demand for Asian chip suppliers, especially Samsung and SK hynix in Korea. Foreign buying is returning, and fundamentals remain intact, suggesting the recent sell-off may be a buying opportunity.
Память для ИИ
Лонг
31 июл
$266250.00
-2.0%
Strong AI infrastructure spending by US hyperscalers continues to drive demand for Asian chip suppliers, especially Samsung and SK hynix in Korea. Foreign buying is returning, and fundamentals remain intact, suggesting the recent sell-off may be a buying opportunity.
Память для ИИ
Лонг
13 июл
$84.12
+1.5%
Defensive positioning and health care stocks outperformed last week and that trend is likely to continue as the momentum trade comes under pressure, driven by higher oil and a stronger dollar weighing on risk assets.
Тематические ETF
Лонг
13 июл
$160.84
+6.8%
A healthy rotation is underway from overconcentrated Mag7/tech into broader market sectors. Long-duration growth and technology will come under pressure as inflation risks rise and interest rates move higher, while financials, industrials, health care, and small caps benefit from broader participation.
Тематические ETF
Лонг
14 апр
$27.32
+3.4%
The U.S. dollar is set for a positive environment because the U.S. economy is more insulated from the Iran war impacts compared to Asia and Europe, and there could be a haven bid if tensions escalate further, outweighing domestic inflation and growth challenges.
Валюты
Показано 13 из 13 коллов · сортировка по упоминаниям
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У David Savage на Buzzberg отслеживается 13 торговых идей по 12 тикерам с апреля 2026. #693 в рейтинге Buzzberg Alpha. Чаще всего покрывает: TLT, EWY, JPY.
