#1016 Альфа-оценка 15.5

Hae-soo Pro

Pro
· отслеживается с авг 2026
1016
BUZZBERG Лидерборд ранжируется по Alpha Score, который учитывает среднюю доходность спикера, число его коллов и репутацию — рейтинг авторитетности источника, который может только повысить скор, но не понизить. Читать FAQ
Альфа-оценка 15.5
Сигналы
12
Винрейт
16.7%
доходность
-3.9%
Сигналы 12 2 Постов отслежено · 0.5/день
Сигналы
12
30д 12
90д 12
Лучшие сигналы
XLV Лонг +3.1%
XLP Лонг +0.4%
Худшие сигналы
WDC Лонг -13.9%
AMAT Лонг -8.1%
LRCX Лонг -7.5%
Самые упоминаемые
AAPL ×1
XLF ×1
MU ×1
Последние сигналы
XLF Лонг 3 дня назад
XLE Лонг 3 дня назад
XLP Лонг 3 дня назад
Винрейт 17% Лонг 12 Шорт 0
Винрейт
30д
90д
Средняя доходность -3.9% Доходность лонгов -3.9% Доходность шортов -
Средняя доходность
30д
90д
Загрузка графиков...
Результат
Результат
Сортировка
Тема Позиция
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
19 авг
$310.03
-0.1%
Lower capex burden provides resilience against high rates.
Apple is relatively resilient amid rising long-term treasury yields because it has lower capital expenditure and borrowing burdens compared to other AI hyperscalers.
Оборудование для ИИ
Лонг
19 авг
$63.68
-0.0%
High yields drive rotation into defensive sectors.
Defensive sectors like healthcare, consumer staples, energy, and financials are benefiting from capital rotation out of tech stocks due to high long-term treasury yields.
Тематические ETF
Лонг
19 авг
$57.84
-0.6%
High yields drive rotation into defensive sectors.
Defensive sectors like healthcare, consumer staples, energy, and financials are benefiting from capital rotation out of tech stocks due to high long-term treasury yields.
Тематические ETF
Лонг
19 авг
$85.58
+0.4%
High yields drive rotation into defensive sectors.
Defensive sectors like healthcare, consumer staples, energy, and financials are benefiting from capital rotation out of tech stocks due to high long-term treasury yields.
Тематические ETF
Лонг
19 авг
$169.73
+3.1%
High yields drive rotation into defensive sectors.
Defensive sectors like healthcare, consumer staples, energy, and financials are benefiting from capital rotation out of tech stocks due to high long-term treasury yields.
Тематические ETF
Лонг
18 авг
$1770000.00
-2.3%
Strong AI revenues drive memory semiconductor demand.
Memory semiconductor companies are rallying because strong AI service revenue run-rates from companies like Anthropic signal that hyperscalers will continue to aggressively purchase data center chips and memory to support AI monetization.
Память для ИИ
Лонг
18 авг
$535.31
-8.1%
Memory profit growth drives equipment investment.
Semiconductor equipment manufacturers are expected to benefit directly as the improving profitability of memory semiconductor companies translates into increased capital expenditures and equipment investments.
Производство/оборудование
Лонг
18 авг
$507.90
-7.0%
AMD benefits from Google collaboration and bonds.
AMD is seeing strong upward momentum driven by market speculation of a potential collaboration with Google on the next-generation TPU (V10 project) and a highly successful $4.75 billion corporate bond issuance, which demonstrated strong market confidence in its AI infrastructure role.
ИИ-вычисления
Лонг
18 авг
$1865.02
-5.4%
Memory profit growth drives equipment investment.
Semiconductor equipment manufacturers are expected to benefit directly as the improving profitability of memory semiconductor companies translates into increased capital expenditures and equipment investments.
Производство/оборудование
Лонг
18 авг
$340.67
-7.5%
Memory profit growth drives equipment investment.
Semiconductor equipment manufacturers are expected to benefit directly as the improving profitability of memory semiconductor companies translates into increased capital expenditures and equipment investments.
Производство/оборудование
Лонг
18 авг
$1017.19
-5.2%
Strong AI revenues drive memory semiconductor demand.
Memory semiconductor companies are rallying because strong AI service revenue run-rates from companies like Anthropic signal that hyperscalers will continue to aggressively purchase data center chips and memory to support AI monetization.
Память для ИИ
Лонг
18 авг
$535.94
-13.9%
Strong AI revenues drive memory semiconductor demand.
Memory semiconductor companies are rallying because strong AI service revenue run-rates from companies like Anthropic signal that hyperscalers will continue to aggressively purchase data center chips and memory to support AI monetization.
Память для ИИ
Показано 12 из 12 коллов · сортировка по упоминаниям

У Hae-soo Pro на Buzzberg отслеживается 12 торговых идей по 12 тикерам с августа 2026. #1016 в рейтинге Buzzberg Alpha. Чаще всего покрывает: AAPL, XLF, MU.