Сигналы
19
#1020
Альфа-оценка 9.8
endicottinvests
Individual Investor & Market Commentator
Винрейт
52.6%
доходность
-6.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
01 янв
$83.70
+10.9%
Buy NBIS as the AI investment theme is expected to remain dominant into the new year; speaker sees continued momentum for AI-infrastructure beneficiaries.
NeoCloud
Лонг
01 янв
$20.35
+36.8%
Buy ZETA ahead of a re-rating; applying a conservative 5x P/S multiple to management's own 2026 revenue guidance of $1.73B implies ~$35/share within 15 months, with upside if the multiple expands further.
ПО для ИИ
Лонг
01 янв
$32.47
-27.9%
Maintain long-term bullish stance on HIMS despite missing a $65 price target; the NVO partnership collapse was an unpredictable external shock, not a fundamental deterioration of the underlying business thesis.
GLP-1 / Ожирение
Лонг
01 янв
$37.77
+10.0%
Buy IREN as the AI investment theme is expected to remain dominant into the new year; speaker sees continued momentum for AI-infrastructure beneficiaries.
NeoCloud
Лонг
22 июл
$85.83
+6.3%
Buy CRWV as a named beneficiary of Google's explicit Q3 guidance to expand third-party infrastructure usage, supported by a $10B 2026 capex raise and a significant 2027 capex increase, pointing to durable hyperscaler outsourcing tailwinds.
NeoCloud
Лонг
02 янв
$167.86
+2.4%
Author discloses PLTR as a current core portfolio holding alongside other high-conviction names; no new catalyst stated but position is explicitly confirmed as active.
ПО для ИИ
Лонг
20 янв
$20.90
+2.0%
Author discloses a newly initiated long position in PGY, expressing early conviction ("I love what I'm seeing so far") though specific catalyst is not yet articulated — "investing then investigating" framing suggests early-stage thesis.
Платежи и финтех
Лонг
03 янв
$650.41
-9.0%
Buy META as the author's top MAG7 pick, implicitly preferred over peers on relative valuation grounds, though no specific catalyst or fundamental data point is provided beyond the comparative framing.
Гиперскейлеры
Лонг
20 янв
$8.91
-33.8%
Author discloses a newly initiated long position in $TE, implying bullish directional commitment, though no explicit catalyst or reasoning is provided beyond the entry itself.
Чистая энергетика
Лонг
01 янв
$186.50
+0.0%
Buy NVDA as the AI investment theme is expected to remain dominant into the new year; speaker sees continued momentum for AI-infrastructure beneficiaries.
ИИ-вычисления
Лонг
30 июл
$207.12
+6.2%
Author discloses buying the entirety of a large seller's ("Leopold's") book in BE at a discount, implying a current long position entered opportunistically on forced/block selling.
Чистая энергетика
Лонг
30 июл
$1205.54
+1.2%
Author discloses buying the entirety of a large seller's ("Leopold's") book in SNDK at a discount, implying a current long position entered opportunistically on forced/block selling.
Память для ИИ
Лонг
23 июл
$112.71
-9.8%
Buy INTC following a strong earnings beat; speaker argues CPU demand remains robust and AI-driven compute appetite continues to support Intel's business trajectory.
Производство/оборудование
Лонг
05 фев
$12.60
+39.0%
Buy CIFR alongside AI infrastructure peers as Amazon's $200B capex — well above the $146B expected — signals strong ongoing hyperscaler investment that benefits AI compute/infrastructure operators.
Криптомайнеры
Шорт
05 фев
$24.44
-29.6%
Sell HIMS; their compounded semaglutide copy lacks the SNAC absorption-enhancing technology, making it therapeutically inferior to Wegovy and likely a commercial disappointment that undermines the bull case for their GLP-1 strategy.
GLP-1 / Ожирение
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У endicottinvests на Buzzberg отслеживается 19 торговых идей по 17 тикерам с января 2026. винрейт 53% по 19 оцененным сигналам, средняя доходность -6.6%. #1020 в рейтинге Buzzberg Alpha. Чаще всего покрывает: NBIS, ZETA, HIMS.
