Сигналы
5
#827
Альфа-оценка 31.2
Jeremiah Buckley
Portfolio Manager, Janus Henderson
Винрейт
60.0%
доходность
+0.1%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
21 авг
$336.00
+0.2%
The market is broadening beyond AI into health care and financials with attractive opportunities in health care equipment and financial services; he specifically likes Goldman Sachs, American Express, and Stryker on multiple contraction and rising estimates.
Платежи и финтех
Лонг
21 авг
$209.16
+0.0%
Software and SaaS names have undergone multiple contraction but have resilient business models, and Salesforce is adjusting to AI and should continue to grow, so he has been nibbling at software despite uncertainty.
ПО для ИИ
Лонг
21 авг
$1039.22
+0.1%
The market is broadening beyond AI into health care and financials with attractive opportunities in health care equipment and financial services; he specifically likes Goldman Sachs, American Express, and Stryker on multiple contraction and rising estimates.
Рынки капитала
Лонг
21 авг
$215.16
+0.1%
Nvidia remains his largest position because earnings growth plus out-year valuation still looks attractive, AI spending growth is durable, and Nvidia is returning more capital to shareholders via a significant dividend increase.
ИИ-вычисления
Лонг
21 авг
$329.45
+0.0%
The market is broadening beyond AI into health care and financials with attractive opportunities in health care equipment and financial services; he specifically likes Goldman Sachs, American Express, and Stryker on multiple contraction and rising estimates.
Медтех
Показано 5 из 5 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Jeremiah Buckley на Buzzberg отслеживается 5 торговых идей по 5 тикерам с августа 2026. #827 в рейтинге Buzzberg Alpha. Чаще всего покрывает: CRM, NVDA, AXP.
