Сигналы
45
#26
Альфа-оценка 97.8
finnstockinger
Винрейт
55.6%
доходность
+15.2%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
01 янв
$37.77
+10.0%
Buy IREN on the combination of strong operational execution, quality management, and a growing AI/data-center pipeline expected to drive outperformance in 2026; reasoning is generic but directional commitment is clear.
NeoCloud
Лонг
19 янв
$108.73
+74.7%
Buy NBIS as a high-conviction long; author's second-largest position, thesis centered on a durable software moat in AI cloud that differentiates it structurally from power-scaling infrastructure plays.
NeoCloud
Лонг
03 авг
$106.06
+28.2%
Author is long AAOI from the $80 dip, anticipating the upcoming Thursday earnings report to act as a major positive catalyst for the stock.
ИИ-фотоника
Лонг
31 янв
$6.52
-8.6%
Buy PDYN as a mispriced defense supplier: Arsenal-1 production commencing Q2 should drive a material FY26 revenue step-up, yet the stock trades at only ~$330M market cap despite confirmed integration into Anduril's Fury supply chain and a Lockheed relationship.
ПО для ИИ
Лонг
20 янв
$141.71
-41.1%
Buy TMDX as hospitals are reportedly abandoning OrganOx in its favor, establishing a logistics moat; an OCS 2.0 trial early stop for efficacy would be a major de-risking catalyst that could re-rate the stock significantly.
Медтех
Лонг
18 фев
$15.92
+14.8%
Buy ALMU as a photonics infrastructure play on AI data center copper-to-optical transition; proprietary 300mm InGaAs-on-silicon process (30+ patents) enables cost-competitive scaling, backed by $38.6M cash (debt-free), revenue up 5x to $4.7M, NASA/DARPA contracts, and 23% short interest as a potential squeeze catalyst.
ИИ-фотоника
Лонг
03 фев
$157.40
+9.2%
Buy PLTR as the Palantir-Anduril alliance integrating AIP with Lattice's battlefield OS positions the company as a dominant, high-margin software layer in defense AI — a structural moat-building catalyst for long-term bulls.
ПО для ИИ
Лонг
02 фев
$13.20
-10.0%
Buy AMPX as it trades at a steep discount (~19x sales) to battery-tech peers despite 173% YoY revenue growth, a $53.3M backlog, positive margin inflection, and an imminent NDAA-compliance moat that positions it as the default DoD supplier as Chinese battery makers are purged from the supply chain.
Батареи и накопители
Лонг
23 янв
$5.02
+10.6%
Buy SATL on recent profitability inflection (Q3 net income positive), two new government contracts ($18M Portugal deal + Jan 8 monitoring contract), in-house satellite manufacturing at <$1M/unit, and 52-week high breakout with rising institutional ownership; author targets $10+ from ~$5.
Космос
Лонг
07 авг
$1416000.00
+0.4%
Buy SK Hynix as the company commits ~$39B across two new fabs targeting HBM/DRAM and enterprise NAND, with demand-gated tool hookups limiting oversupply risk, positioning it to capture accelerating AI memory and storage demand over the coming years.
Память для ИИ
Лонг
05 авг
$1405.15
-13.2%
Buy SNDK into earnings on uncontested pricing power (70% QoQ ASP spike), 440% YoY enterprise SSD revenue surge, and ~80% gross margins on shared wafer production; hyperscaler AI infrastructure demand structurally overwhelms supply through 2027, making demand-destruction bear thesis untenable.
Память для ИИ
Лонг
01 фев
$236.73
+104.1%
Buy AMD as its data center infrastructure is being physically integrated into national energy grids (heating cities), transforming it from a chip vendor into multi-decade national infrastructure — a moat the market is still pricing as a simple hardware trade.
ИИ-вычисления
Лонг
29 янв
$23.75
+83.7%
Buy OUST as a robotics deployment beneficiary; lidar sensors are foundational "eyes" for autonomous mobile robots, making component suppliers the lower-risk entry point ahead of market convergence on specific machine manufacturers.
ИИ-фотоника
Лонг
20 янв
$17.78
-1.5%
Buy CIFR on geopolitical-driven panic selling; speaker argues the energy infrastructure thesis is unchanged and the dip is noise, making it a DCA opportunity before fundamentals are repriced.
Криптомайнеры
Лонг
04 янв
$11.02
-16.9%
Buy ONDS; the $110M revenue guide appears conservative given a $40M existing backlog, FEMA/FIFA 2026 funding tailwinds, and a complete soft/hard-kill + ground C-UAS stack post-Sentrycs acquisition.
ВПК
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У finnstockinger на Buzzberg отслеживается 45 торговых идей по 45 тикерам с января 2026. винрейт 56% по 45 оцененным сигналам, средняя доходность +15.2%. #26 в рейтинге Buzzberg Alpha. Чаще всего покрывает: IREN, NBIS, AAOI.
