Сигналы
88
#185
Альфа-оценка 85.0
frenchie_
AI Photonics Trader
Винрейт
42.0%
доходность
+5.2%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
06 янв
$73.71
-15.4%
Buy SLV in the Asian session based on the speaker's stated high win rate for long silver entries; the statistical edge in that session is the catalyst.
Сырьё
Лонг
14 фев
$78.61
+207.5%
Buy photonics names MRVL, COHR, and AVGO as value-chain beneficiaries of data center expansion; author frames these as indirect winners of the data center energy demand growth trend.
ASIC для ИИ
Лонг
05 янв
$74.54
+29.6%
Long copper from the bottom of the range, expecting the next move to be a strong breakout ("Ariane rocket"); the author has already built the position and is positioned for upside.
Сырьё
Лонг
19 мая
$66.86
-25.9%
Buy STM based on overlooked robotics/AI exposure via NVDA partnership; market still pigeonholes it as auto/industrial.
Buy STM based on overlooked robotics/AI exposure via NVDA partnership; market still pigeonholes it as auto/industrial.
ASIC для ИИ
Лонг
15 июн
$445.98
-13.1%
The author explicitly states Cien is a buy for them, endorsing the parent's view on upside gap potential.
The author explicitly states Cien is a buy for them, endorsing the parent's view on upside gap potential.
ИИ-фотоника
Лонг
04 янв
$25.67
+211.8%
Adds to an existing long position in HYPE, signaling continued conviction without a stated new catalyst.
Криптоактивы
Лонг
27 фев
$77.84
+45.6%
Author is bullish on this photonics company, citing massive current enthusiasm and an unstoppable narrative after speaking with key sector players.
ИИ-фотоника
Лонг
22 янв
$48.99
+30.6%
Buy VPG: precision robotics-tool maker appears undervalued, with robotics exposure and the valuation gap as the core reasons for upside.
Оборудование для ИИ
Лонг
06 мая
$61.58
-24.2%
Buy VECO as an overlooked picks-and-shovels equipment supplier exposed to three concurrent high-growth narratives — memory, photonics, and quantum — while investor attention remains concentrated on larger-cap names like NVDA, AVGO, MRVL, and TSM.
Производство/оборудование
Лонг
14 фев
$217.23
+32.7%
Buy COHR as a photonics value-chain beneficiary of accelerating data center energy demand; author explicitly names it among the "grands gagnants" of the data center bet.
ИИ-фотоника
Лонг
06 фев
$86.03
+158.3%
Buy NBIS as a Neocloud beneficiary; exploding AI capex from hyperscalers (META, AMZN, GOOGL) is creating infrastructure scarcity that structurally advantages Neocloud operators like NBIS.
NeoCloud
Лонг
02 янв
$226.47
+112.7%
Author discloses an active long spot position in AMD, noting a good start to the trade.
ИИ-вычисления
Лонг
03 мая
$47.01
-9.5%
Author considers the company one of the best European vehicles to capitalize on the explosive growth in microcontrollers.
Производство/оборудование
Лонг
28 мар
$53.76
+102.4%
Long $SOI (Soitec) - world leader in semiconductor substrates, key brick for photonics. Part of speaker's top 4 French stocks with 'potentiel enorme'.
Long $SOI (Soitec) - world leader in semiconductor substrates, key brick for photonics. Part of speaker's top 4 French stocks with 'potentiel enorme'.
Производство/оборудование
Лонг
11 мар
$47.36
+42.6%
Buy AXT Inc as a 15% small-cap allocation within an aggressive photonics basket, part of the speculative satellite positions around sector leaders.
ИИ-фотоника
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У frenchie_ на Buzzberg отслеживается 88 торговых идей по 84 тикерам с января 2026. винрейт 42% по 88 оцененным сигналам, средняя доходность +5.2%. #185 в рейтинге Buzzberg Alpha. Чаще всего покрывает: SILVER, MRVL, COPPER.
