Сигналы
4
Gabriela Borges
US Software Equity Research Analyst, Goldman Sachs Research
Винрейт
75.0%
доходность
+5.5%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
24 авг
$209.06
+10.8%
Software companies are starting to show AI acceleration beyond early coding use cases, and can capture 10-25% of customer value over time, supporting a durable software rally as AI begins to pay.
ПО для ИИ
Лонг
24 авг
$191.09
+9.0%
AI is the next wave of digital transformation and requires more security; CrowdStrike is a clean tech stock that has successfully scaled through NexGen acquisitions and organic innovation, positioning it as a strategic AI security partner.
Кибербезопасность
Лонг
24 авг
$102.75
+2.5%
Software companies are starting to show AI acceleration beyond early coding use cases, and can capture 10-25% of customer value over time, supporting a durable software rally as AI begins to pay.
Тематические ETF
Лонг
24 авг
$323.02
-0.5%
Software companies are starting to show AI acceleration beyond early coding use cases, and can capture 10-25% of customer value over time, supporting a durable software rally as AI begins to pay.
ПО для ИИ
Показано 4 из 4 коллов · сортировка по упоминаниям
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У Gabriela Borges на Buzzberg отслеживается 4 торговых идей по 4 тикерам с августа 2026. Чаще всего покрывает: IGV, CRM, CRWD.
