Сигналы
4
jpinsights
Винрейт
100.0%
доходность
+10.2%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
30 июл
$226.77
+27.4%
Buy VRT after post-earnings selloff; Q2 delivered OP +51% and margins +410bps, full-year guidance raised across all metrics, balance sheet flipped to net cash, and moat deepening via liquid cooling — creating a mispriced entry toward a ~2x target over ~2.5 years.
Buy VRT after post-earnings selloff; Q2 delivered OP +51% and margins +410bps, full-year guidance raised across all metrics, balance sheet flipped to net cash, and moat deepening via liquid cooling — creating a mispriced entry toward a ~2x target over ~2.5 years.
Энергосетевое оборудование
Лонг
12 авг
$234.00
+1.5%
Buy Bloom Energy as a read-through winner from NBIS earnings; NBIS management explicitly endorsed behind-the-meter generation and confirmed switching to Bloom at Vineland enables fast deployment, validating BE's speed-to-power advantage as a key differentiator in AI infrastructure buildout.
Чистая энергетика
Лонг
12 авг
$883.49
+4.8%
Buy LITE as revenue has ramped from $808M to $1.01B with $1.25B guided next quarter, gross margins expanded to 50.4% and operating margins approaching 40%, pump lasers are supply-constrained, 1.6T is in production, OCS exceeds $100M/quarter, and the CPO/NPO cycle remains a future upside catalyst not yet priced in.
ИИ-фотоника
Лонг
09 авг
$249.99
+7.2%
Buy CRDO for its superior AEC IP and integrated connectivity moat; the 2025 patent settlement with Volex removes a legal distraction while leaving Credo's core technology advantage intact.
ИИ-фотоника
Показано 4 из 4 коллов · сортировка по упоминаниям
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У jpinsights на Buzzberg отслеживается 4 торговых идей по 4 тикерам с июля 2026. Чаще всего покрывает: VRT, BE, CRDO.
