Сигналы
6
#292
Альфа-оценка 74.6
italianinvesto
Individual Investor & Stock Market Commentator
Винрейт
83.3%
доходность
+13.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
09 авг
$880.00
+3.8%
Buy Micron as memory demand is growing ~200%/year while supply grows only ~20%/year per Elon Musk's public statements; structural supply/demand imbalance should drive memory prices higher, directly benefiting MU.
Память для ИИ
Лонг
11 авг
$87.70
+20.9%
Buy NVDA-backed neo-cloud AI infrastructure names; a $500B AI infrastructure financing announcement is a direct demand catalyst for GPU cloud operators dependent on NVDA buildout.
NeoCloud
Лонг
11 авг
$38.98
+11.4%
Buy NVDA-backed neo-cloud AI infrastructure names; a $500B AI infrastructure financing announcement is a direct demand catalyst for GPU cloud operators dependent on NVDA buildout.
NeoCloud
Лонг
11 авг
$184.52
+36.7%
Buy NVDA-backed neo-cloud AI infrastructure names; a $500B AI infrastructure financing announcement is a direct demand catalyst for GPU cloud operators dependent on NVDA buildout.
NeoCloud
Лонг
10 авг
$16.32
+9.4%
Buy CIFR at current levels given technical support at a high-volume trendline zone and a Cantor analysis valuing company assets at approximately $56/share, implying significant upside from current price.
Криптомайнеры
Лонг
10 авг
$7.16
-0.6%
Buy XFAB, one of the few profitable European foundries, trading near book value with downside protection; completed capex cycle and upcoming photonics/robotics revenue diversification post-2028 provide asymmetric upside beyond current 65% automotive exposure.
Производство/оборудование
Показано 6 из 6 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У italianinvesto на Buzzberg отслеживается 6 торговых идей по 6 тикерам с августа 2026. #292 в рейтинге Buzzberg Alpha. Чаще всего покрывает: MU, CIFR, IREN.
