Сигналы
4
John Blackledge
Глава отдела исследований, Cowen
Винрейт
75.0%
доходность
+2.8%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
17 июл
$67.66
+9.0%
The pre-market drop of over 11% in Netflix shares following Q2 results feels overdone, given sentiment was already weak and the stock was down 40% over the past 12 months before the open.
Стриминг
Лонг
29 апр
$263.23
+5.5%
The hyperscalers (Amazon, Alphabet, Meta) have built in wiggle room in their capex guides, and cloud revenue growth is accelerating due to AI workloads. Investors expect strong AWS and Google Cloud growth (high 20s to 60% YoY), which should support elevated spending and justify current valuations. Management's confidence and positive data points make these stocks attractive.
Гиперскейлеры
Лонг
29 апр
$349.12
+8.8%
The hyperscalers (Amazon, Alphabet, Meta) have built in wiggle room in their capex guides, and cloud revenue growth is accelerating due to AI workloads. Investors expect strong AWS and Google Cloud growth (high 20s to 60% YoY), which should support elevated spending and justify current valuations. Management's confidence and positive data points make these stocks attractive.
Гиперскейлеры
Лонг
29 апр
$671.81
-12.2%
The hyperscalers (Amazon, Alphabet, Meta) have built in wiggle room in their capex guides, and cloud revenue growth is accelerating due to AI workloads. Investors expect strong AWS and Google Cloud growth (high 20s to 60% YoY), which should support elevated spending and justify current valuations. Management's confidence and positive data points make these stocks attractive.
Гиперскейлеры
Показано 4 из 4 коллов · сортировка по упоминаниям
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У John Blackledge на Buzzberg отслеживается 4 торговых идей по 4 тикерам с апреля 2026. Чаще всего покрывает: NFLX, AMZN, META.
