Сигналы
7
#660
Альфа-оценка 42.9
jiahanjimliu
Individual Investor & Market Commentator
Винрейт
57.1%
доходность
+1.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
10 авг
$41.55
+9.4%
Buy IREN as Mirantis partnership positions it to compete in IaaS+PaaS — the dominant segment of the inference market — while existing customers (Cursor, Perplexity, FigureAI) validate demand and M&A optionality in AI platforms provides a medium-term growth catalyst.
NeoCloud
Лонг
11 авг
$199.48
+29.3%
Buy NBIS as a neocloud beneficiary of Nvidia's $500B financing pool and rising sector demand evidenced by CRWV's backlog surge; current ~40% EBITDA margins lag peers but sector tailwinds are broadly positive.
NeoCloud
Лонг
10 авг
$218.58
+3.2%
Buy NVDA as Jensen Huang's DSX AI Factory initiative — combining datacenter design, DSX OS, and RunAI Orchestration — cements Nvidia's software-hardware moat across HPC, extends GPU useful lifetimes, and positions it to capture margin across the full AI infrastructure stack.
ИИ-вычисления
Лонг
10 авг
$599.67
-1.2%
Buy META as the open-sourcing of frontier model Muse Spark 1.2 and local model Muse Glimmer strengthens Meta's AI ecosystem moat; proprietary inference optimizations and a contributor business model structurally undercut competitors on price, reinforcing Meta's AI platform dominance.
Гиперскейлеры
Лонг
10 авг
$91.28
+17.1%
Buy CRWV as misinformation about its software capabilities is being corrected; CoreWeave holds #1 market share on GLM-5.2 with 86.5% KV cache hit rate, has proprietary AI object storage, and integrates third-party storage — demonstrating full-stack cloud capability superior to peers.
NeoCloud
Шорт
10 авг
$189.91
-35.8%
Avoid/short NBIS as the Vineland data center faces material execution delays beyond approvals — the architectural shift from Bergen Engines to 1,010 Bloom Servers requires a full BTM electrical/gas rebuild across 21 acres, pushing full-power operations into 2027 tranches or 2028, while temporary gensats face a 12-month air permit expiry.
NeoCloud
Лонг
10 авг
$21.67
-10.9%
Buy RIOT on a transformative 191MW, 20-year AI colocation deal (likely Anthropic/OpenAI, who outbid AMD) worth $9B base/$16B upsized, generating 80-90% NOI margins with IG-backstop financing from Morgan Stanley — a structural re-rating catalyst.
Криптомайнеры
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У jiahanjimliu на Buzzberg отслеживается 7 торговых идей по 6 тикерам с августа 2026. #660 в рейтинге Buzzberg Alpha. Чаще всего покрывает: IREN, NBIS, NVDA.
