Сигналы
34
#1130
Альфа-оценка 1.1
hansolar21
🔮🐶🔮 Мне нравятся данные, defi и дегенинг
Винрейт
17.6%
доходность
-16.7%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
01 июл
$185.96
-12.4%
Buy Qualcomm as a barbell play on HBM alternatives; near-memory compute and HBC technology offer a potential substitute to HBM scarcity, with an additional robotics catalyst as robotics memory demand is projected to require 10x more memory.
Buy Qualcomm as a barbell play on HBM alternatives; near-memory compute and HBC technology offer a potential substitute to HBM scarcity, with an additional robotics catalyst as robotics memory demand is projected to require 10x more memory.
ASIC для ИИ
Лонг
12 июл
$10.95
-17.9%
Buy BB as a speculative mid/small-cap edge compute play on humanoid robotics growth; author includes it in a personal watchlist alongside AMBA, though BB's direct humanoid robotics exposure is less obvious, warranting lower conviction.
Buy BB as a speculative mid/small-cap edge compute play on humanoid robotics growth; author includes it in a personal watchlist alongside AMBA, though BB's direct humanoid robotics exposure is less obvious, warranting lower conviction.
Кибербезопасность
Лонг
12 июл
$210.59
+3.6%
Buy NVDA as a large-cap beneficiary of humanoid robotics edge compute, where Morgan Stanley projects the segment to reach $1,233bn — a 1,904x increase — with chips' BoM share tripling from 5% to 15% by 2040.
Buy NVDA as a large-cap beneficiary of humanoid robotics edge compute, where Morgan Stanley projects the segment to reach $1,233bn — a 1,904x increase — with chips' BoM share tripling from 5% to 15% by 2040.
ИИ-вычисления
Лонг
12 июл
$407.58
-18.4%
Buy TSLA as a large-cap humanoid robotics play; author includes it in a personal watchlist tied to the edge compute BoM growth thesis in humanoid robots, though the direct chip/compute linkage is weaker than pure semiconductor names.
Buy TSLA as a large-cap humanoid robotics play; author includes it in a personal watchlist tied to the edge compute BoM growth thesis in humanoid robots, though the direct chip/compute linkage is weaker than pure semiconductor names.
Авто/EV
Лонг
30 июн
$2624000.00
-45.7%
Author discloses active long position in SK Hynix (000660.KS), a major DRAM/NAND memory manufacturer, as part of a Korean semiconductor basket.
Author discloses active long position in SK Hynix (000660.KS), a major DRAM/NAND memory manufacturer, as part of a Korean semiconductor basket.
Память для ИИ
Лонг
30 июн
$329500.00
-27.3%
Author discloses active long position in Samsung Electronics (005930.KS), holding it alongside SK Hynix as part of a Korean memory/semiconductor bet.
Author discloses active long position in Samsung Electronics (005930.KS), holding it alongside SK Hynix as part of a Korean memory/semiconductor bet.
Память для ИИ
Лонг
12 июн
$171.20
-22.5%
Long SPCX — speaker endorses MapleLeafCap's bullish thesis on SPCX, framing it as a 'gud bullpost'; agreement with a bull view qualifies as a long signal.
Long SPCX — speaker endorses MapleLeafCap's bullish thesis on SPCX, framing it as a 'gud bullpost'; agreement with a bull view qualifies as a long signal.
Космос
Лонг
08 мая
$332500.00
-26.8%
Long ROBOTIS (108490.KQ, Korean robotics) — speaker bought into the Korea robotics rotation, citing good follow-through in the robotics sector after Korea rotated out of semis.
Long ROBOTIS (108490.KQ, Korean robotics) — speaker bought into the Korea robotics rotation, citing good follow-through in the robotics sector after Korea rotated out of semis.
Робототехника
Лонг
23 июл
$1936.08
-2.9%
Agrees with @paperflow8 that ETH has more upside than BTC over 90 days due to higher volatility and potential unwind of long BTC/short ETH spread positions.
Agrees with @paperflow8 that ETH has more upside than BTC over 90 days due to higher volatility and potential unwind of long BTC/short ETH spread positions.
Криптоактивы
Лонг
22 июл
$65929.40
-3.5%
Buy BTC on implied volatility expansion signals: IV rising with price (unusual), skew nosedive, and aggressive OTM call buying suggest short-vol exhaustion and upward breakout.
Buy BTC on implied volatility expansion signals: IV rising with price (unusual), skew nosedive, and aggressive OTM call buying suggest short-vol exhaustion and upward breakout.
Криптоактивы
Лонг
12 июл
$35750.00
+2.9%
Buy SBB Tech as Korea's leading harmonic reducer specialist; at ~$159M market cap, the company is positioned to capture disproportionate share of the humanoid reducer TAM, with Morgan Stanley estimating the market could reach $1.37T — roughly 157x today's size.
Buy SBB Tech as Korea's leading harmonic reducer specialist; at ~$159M market cap, the company is positioned to capture disproportionate share of the humanoid reducer TAM, with Morgan Stanley estimating the market could reach $1.37T — roughly 157x today's size.
Робототехника
Лонг
12 июл
$77.10
+7.5%
Buy AMBA as a mid/small-cap edge compute pure-play for humanoid robotics; author explicitly flags it as a higher-conviction small-cap name in a segment Morgan Stanley projects at 1,904x growth, where smaller names may capture outsized upside.
Buy AMBA as a mid/small-cap edge compute pure-play for humanoid robotics; author explicitly flags it as a higher-conviction small-cap name in a segment Morgan Stanley projects at 1,904x growth, where smaller names may capture outsized upside.
ASIC для ИИ
Лонг
01 июл
$578.70
-18.2%
Buy AMD as a barbell play; MI350/MI450 GPU roadmap represents significant non-Nvidia HBM capacity, positioning AMD to capture AI compute demand as HBM becomes the critical bottleneck in the AI infrastructure buildout.
Buy AMD as a barbell play; MI350/MI450 GPU roadmap represents significant non-Nvidia HBM capacity, positioning AMD to capture AI compute demand as HBM becomes the critical bottleneck in the AI infrastructure buildout.
ИИ-вычисления
Лонг
01 июл
$297.70
-27.9%
Buy Marvell as a barbell play on HBM; custom ASIC design integrated with HBM architecture for hyperscalers positions MRVL to benefit from the memory bottleneck thesis, though author flags a more technical/tactical approach to entry.
Buy Marvell as a barbell play on HBM; custom ASIC design integrated with HBM architecture for hyperscalers positions MRVL to benefit from the memory bottleneck thesis, though author flags a more technical/tactical approach to entry.
ASIC для ИИ
Лонг
01 июл
$1157.50
-25.1%
Buy Micron as a primary HBM beneficiary; structural demand from AI inference (token demand 24x by 2030) and robotics (10x memory requirement per Micron CEO) creates a durable shortage cycle, with HBM transitioning away from commodity pricing dynamics.
Buy Micron as a primary HBM beneficiary; structural demand from AI inference (token demand 24x by 2030) and robotics (10x memory requirement per Micron CEO) creates a durable shortage cycle, with HBM transitioning away from commodity pricing dynamics.
Память для ИИ
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У hansolar21 на Buzzberg отслеживается 34 торговых идей по 30 тикерам с марта 2026. винрейт 18% по 34 оцененным сигналам, средняя доходность -16.7%. #1130 в рейтинге Buzzberg Alpha. Чаще всего покрывает: QCOM, TSLA, BB.
