Сигналы
5
#283
Альфа-оценка 77.1
Josh Gilbert
Ведущий аналитик eToro по Азиатско-Тихоокеанскому региону и Ближнему Востоку
Винрейт
80.0%
доходность
+21.4%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
30 июл
$1339000.00
+26.1%
Hyperscaler AI capex is flowing downstream into semiconductor memory names that are printing huge returns. Stocks like Samsung, SK hynix, and Micron benefit from the infrastructure buildout and bottlenecks, with the market rotating out of hyperscalers into these suppliers.
Память для ИИ
Лонг
30 июл
$209750.00
+24.7%
Hyperscaler AI capex is flowing downstream into semiconductor memory names that are printing huge returns. Stocks like Samsung, SK hynix, and Micron benefit from the infrastructure buildout and bottlenecks, with the market rotating out of hyperscalers into these suppliers.
Память для ИИ
Лонг
30 июл
$390.54
+27.0%
Microsoft delivered the template for disciplined AI capex: capital expenditure up 70% but cash flow beat expectations by 40%, showing it can fund the buildout without bleeding cash. Strong cloud growth and accelerating co-pilot adoption support a positive outlook.
Гиперскейлеры
Лонг
30 июл
$739.00
+31.5%
Hyperscaler AI capex is flowing downstream into semiconductor memory names that are printing huge returns. Stocks like Samsung, SK hynix, and Micron benefit from the infrastructure buildout and bottlenecks, with the market rotating out of hyperscalers into these suppliers.
Память для ИИ
Лонг
21 мая
$223.47
-2.2%
Nvidia remains the dominant AI company with strong revenue growth (85% revenue growth, 90%+ data center growth), expanding into full-stack AI infrastructure including networking and CPUs. Despite the market's high expectations leading to a muted after-hours response, the fundamental business is still one of the best in the world with ample runway as AI shifts from training to inference. The stock is still a core AI holding.
ИИ-вычисления
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У Josh Gilbert на Buzzberg отслеживается 5 торговых идей по 5 тикерам с мая 2026. #283 в рейтинге Buzzberg Alpha. Чаще всего покрывает: MSFT, NVDA, MU.
