Сигналы
4
Jess Mitten
Deputy Team Leader & Senior Reporter, Bloomberg News
Винрейт
0.0%
доходность
-21.2%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
30 июн
$725.10
-32.1%
Chip equipment makers like KLA, Applied Materials, and ASML are rallying because South Korea (Samsung, SK Hynix) is investing over $500 billion in AI chip production, directly benefiting equipment suppliers. Wall Street forecasts the chip equipment market to reach $250 billion by 2028, with major banks remaining optimistic on these names.
Производство/оборудование
Лонг
30 июн
$1989.50
-11.3%
Chip equipment makers like KLA, Applied Materials, and ASML are rallying because South Korea (Samsung, SK Hynix) is investing over $500 billion in AI chip production, directly benefiting equipment suppliers. Wall Street forecasts the chip equipment market to reach $250 billion by 2028, with major banks remaining optimistic on these names.
Производство/оборудование
Лонг
30 июн
$165.20
-2.6%
AeroVironment, a drone maker, boosted its earnings outlook and provided a strong 2027 revenue forecast, beating several metrics. The stock is also benefiting from the defense budget, with roughly $75 billion being reinvested into drones by the Trump administration and Defense Department. Wall Street is optimistic on the stock's second half despite heavy year-to-date losses.
ВПК
Лонг
30 июн
$302.80
-39.0%
Chip equipment makers like KLA, Applied Materials, and ASML are rallying because South Korea (Samsung, SK Hynix) is investing over $500 billion in AI chip production, directly benefiting equipment suppliers. Wall Street forecasts the chip equipment market to reach $250 billion by 2028, with major banks remaining optimistic on these names.
Производство/оборудование
Показано 4 из 4 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Jess Mitten на Buzzberg отслеживается 4 торговых идей по 4 тикерам с июня 2026. Чаще всего покрывает: ASML, AMAT, AVAV.
