Сигналы
30
#25
Альфа-оценка 98.0
jasonschips
AI Photonics Trader
Винрейт
60.0%
доходность
+17.7%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
23 мар
$718.70
+22.9%
Long $LITE — have been a Lumentum bull since $250 in November; CPO scale-up thesis playing out with GTC and OFC catalysts.
Long $LITE — have been a Lumentum bull since $250 in November; CPO scale-up thesis playing out with GTC and OFC catalysts.
ИИ-фотоника
Лонг
10 апр
$103.05
-14.0%
Long $CRWV — bull case article published; 25% of float short yet held as THE top long by a prominent AI hedge fund; already up 25% since pitch.
Long $CRWV — bull case article published; 25% of float short yet held as THE top long by a prominent AI hedge fund; already up 25% since pitch.
NeoCloud
Лонг
31 мар
$32.18
+15.1%
Long Aixtron — can do $1b/yr in revenue in both opto and power semi by 2030; sell side isn't even close.
Long Aixtron — can do $1b/yr in revenue in both opto and power semi by 2030; sell side isn't even close.
Производство/оборудование
Лонг
09 апр
$58.39
+50.3%
Long $INTC — custom ASIC business taking off; able to design at a low level close to the foundry (because they are the foundry).
Long $INTC — custom ASIC business taking off; able to design at a low level close to the foundry (because they are the foundry).
Производство/оборудование
Лонг
09 апр
$158.00
+38.1%
Long $BE — might not be TCO or superior tech play anymore, it's the scarcity play; going to be so compute constrained that every turbine is sold out, every grid connection locked down, projects run into regulatory black holes.
Long $BE — might not be TCO or superior tech play anymore, it's the scarcity play; going to be so compute constrained that every turbine is sold out, every grid connection locked down, projects run into regulatory black holes.
Чистая энергетика
Лонг
23 мая
$140.83
-52.0%
Favor parabolic chart patterns in these semiconductor/optics names as a sign of continued momentum, despite stretched valuations.
Favor parabolic chart patterns in these semiconductor/optics names as a sign of continued momentum, despite stretched valuations.
ИИ-фотоника
Лонг
23 мая
$377.57
-23.7%
Favor parabolic chart patterns in these semiconductor/optics names as a sign of continued momentum, despite stretched valuations.
Favor parabolic chart patterns in these semiconductor/optics names as a sign of continued momentum, despite stretched valuations.
ИИ-фотоника
Лонг
28 мар
$167.52
+27.8%
Long $NVDA — so cheap; have not seen numbers like this since tariff days; when the rally comes it will certainly be a rally.
Long $NVDA — so cheap; have not seen numbers like this since tariff days; when the rally comes it will certainly be a rally.
ИИ-вычисления
Лонг
21 апр
$175.49
+38.3%
Long $ARM — double share gainer; CPUs will run for a decade.
ASIC для ИИ
Лонг
11 мар
$44.69
+143.5%
Long Soitec — best name to play the optics theme; transceiver demand off charts, CPO replaces copper, endgame is every chip communicating through light.
Long Soitec — best name to play the optics theme; transceiver demand off charts, CPO replaces copper, endgame is every chip communicating through light.
Производство/оборудование
Шорт
24 мая
$72.90
+51.9%
Short $SIVE as the rally lacks fundamental catalysts; no commercial volume orders, inferior laser technology vs. peers, and extreme valuation multiples imply a severe mean reversion once the upcoming short report is released.
Short $SIVE as the rally lacks fundamental catalysts; no commercial volume orders, inferior laser technology vs. peers, and extreme valuation multiples imply a severe mean reversion once the upcoming short report is released.
ИИ-фотоника
Лонг
03 апр
$871000.00
+93.6%
Long SK Hynix — sub-3x P/E vs Micron at 3.7x 2027E despite higher market share in DRAM; market caps similar.
Long SK Hynix — sub-3x P/E vs Micron at 3.7x 2027E despite higher market share in DRAM; market caps similar.
Память для ИИ
Лонг
27 мая
$59.90
-57.8%
Author explicitly says he bought WOLF; "dogshit" is self-deprecating/contrarian language, not a bearish call.
Author explicitly says he bought WOLF; "dogshit" is self-deprecating/contrarian language, not a bearish call.
Силовые полупроводники
Лонг
21 мая
$404.52
+3.2%
Foundry scarcity and differentiation mean margins flow to logic manufacturers, making TSMC and Intel structural winners.
Foundry scarcity and differentiation mean margins flow to logic manufacturers, making TSMC and Intel structural winners.
Производство/оборудование
Лонг
23 апр
$305.33
+57.8%
Long $AMD — consensus nowhere near bullish enough on CPUs; CPU market can become trillion-dollar; fingers:brains analogy for AI agents needing CPUs alongside GPUs.
Long $AMD — consensus nowhere near bullish enough on CPUs; CPU market can become trillion-dollar; fingers:brains analogy for AI agents needing CPUs alongside GPUs.
ИИ-вычисления
Показано 15 из 30 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У jasonschips на Buzzberg отслеживается 30 торговых идей по 29 тикерам с марта 2026. винрейт 60% по 30 оцененным сигналам, средняя доходность +17.7%. #25 в рейтинге Buzzberg Alpha. Чаще всего покрывает: LITE, CRWV, AIXA.DE.
