Сигналы
38
#1
Альфа-оценка 100.0
jukan05
Автор, Citrini Research
Винрейт
76.3%
доходность
+39.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
15 янв
$336.63
+175.8%
Long $MU — speaker frames NAND makers as set to 'print money' for three years on huge gross margins; MU tagged alongside SNDK as a direct beneficiary of the structural undersupply.
Long $MU — speaker frames NAND makers as set to 'print money' for three years on huge gross margins; MU tagged alongside SNDK as a direct beneficiary of the structural undersupply.
Память для ИИ
Лонг
16 янв
$1358.57
+22.5%
Long $ASML — TSMC capex guidance of $52-56bn implies EUV demand of 25/36 tools in 2026/2027 and capex reaching $54bn in 2026, $64bn in 2027; speaker explicitly says 'Bullish $ASML' on this catalyst.
Long $ASML — TSMC capex guidance of $52-56bn implies EUV demand of 25/36 tools in 2026/2027 and capex reaching $54bn in 2026, $64bn in 2027; speaker explicitly says 'Bullish $ASML' on this catalyst.
Производство/оборудование
Лонг
03 янв
$39.38
+125.5%
Long $INTC — speaker thanking Musk and explicitly stating intent to buy more Intel with proceeds. First-person buy-more signal confirms active long position and conviction.
Long $INTC — speaker thanking Musk and explicitly stating intent to buy more Intel with proceeds. First-person buy-more signal confirms active long position and conviction.
Производство/оборудование
Лонг
01 янв
$186.49
+16.6%
Speaker self-discloses ownership of Nvidia in a reply clarifying his stance. Casual ownership statement qualifies under LONGS bar; consistent with his semiconductor/AI infrastructure focus and Nvidia coverage.
Speaker self-discloses ownership of Nvidia in a reply clarifying his stance. Casual ownership statement qualifies under LONGS bar; consistent with his semiconductor/AI infrastructure focus and Nvidia coverage.
ИИ-вычисления
Лонг
05 янв
$221.08
+107.7%
Long $AMD — speaker calls a sell-side report 'insanely bullish' on AMD, endorsing the bullish thesis on AI/data-center GPU demand and tagging the cashtag directly.
Long $AMD — speaker calls a sell-side report 'insanely bullish' on AMD, endorsing the bullish thesis on AI/data-center GPU demand and tagging the cashtag directly.
ИИ-вычисления
Лонг
16 янв
$342.40
+21.1%
Long $TSM — speaker defends TSMC against bubble fears citing rigorous supply-chain checks down to customers' customers confirming demand is not a bubble. Explicit conviction call: 'Don't bet against TSMC'.
Long $TSM — speaker defends TSMC against bubble fears citing rigorous supply-chain checks down to customers' customers confirming demand is not a bubble. Explicit conviction call: 'Don't bet against TSMC'.
Производство/оборудование
Лонг
20 апр
$1224000.00
+38.3%
Long SK Hynix as Q2 performance is expected to be significantly stronger than Q1, driven by major upward revisions in April DRAM contract prices featuring +27% and +21% month-over-month gains for DDR5 and DDR4.
Long SK Hynix as Q2 performance is expected to be significantly stronger than Q1, driven by major upward revisions in April DRAM contract prices featuring +27% and +21% month-over-month gains for DDR5 and DDR4.
Память для ИИ
Лонг
08 фев
$278.08
+16.8%
Long $AAPL on speaker's self-named 'Apple Bull' theory: vibe coding lowers programming barrier, more App Store submissions drive incremental App Store profit for Apple.
Long $AAPL on speaker's self-named 'Apple Bull' theory: vibe coding lowers programming barrier, more App Store submissions drive incremental App Store profit for Apple.
Оборудование для ИИ
Лонг
15 янв
$409.24
+273.1%
Long $SNDK — speaker explicitly forecasts NAND makers will be 'basically printing money' over the next three years on the back of insane gross margins, with SNDK tagged as the lead beneficiary.
Long $SNDK — speaker explicitly forecasts NAND makers will be 'basically printing money' over the next three years on the back of insane gross margins, with SNDK tagged as the lead beneficiary.
Память для ИИ
Лонг
30 мая
$420.52
+7.6%
Long DELL on three converging tailwinds: agentic AI driving high-margin general-purpose server demand (no NVIDIA dependency), B2B pricing power and memory priority insulating the PC segment, and potential upside from NVIDIA's N1/N1X opening a new WoA architectural path that pressures Intel/AMD on pricing.
Long DELL on three converging tailwinds: agentic AI driving high-margin general-purpose server demand (no NVIDIA dependency), B2B pricing power and memory priority insulating the PC segment, and potential upside from NVIDIA's N1/N1X opening a new WoA architectural path that pressures Intel/AMD on pricing.
Оборудование для ИИ
Лонг
15 апр
$2081.00
-28.2%
Buy Unitika as surging E-glass prices, driven by high-end PCB demand for AI servers, will significantly boost the company's stock price.
Buy Unitika as surging E-glass prices, driven by high-end PCB demand for AI servers, will significantly boost the company's stock price.
Химпром
Лонг
13 апр
$369.80
+35.5%
Buy Microsoft as current negative sentiment mirrors the overly pessimistic views on Google during its Bard launch, presenting a compelling contrarian entry point.
Buy Microsoft as current negative sentiment mirrors the overly pessimistic views on Google during its Bard launch, presenting a compelling contrarian entry point.
Гиперскейлеры
Лонг
04 фев
$7205.00
+185.1%
Long Ibiden (4062.T) - explicit first-person buy today. Speaker agrees with Bernstein that Ibiden benefits more than Intel from EMIB-T orders as substrate supplier, plus Goldman Sachs projects 42% ABF substrate supply shortfall over next two years.
Long Ibiden (4062.T) - explicit first-person buy today. Speaker agrees with Bernstein that Ibiden benefits more than Intel from EMIB-T orders as substrate supplier, plus Goldman Sachs projects 42% ABF substrate supply shortfall over next two years.
PCB/подложки
Лонг
02 фев
$297.00
+12.8%
Long $TER (Teradyne) — speaker discloses recent buy that is already +21% in profit, confirming an active long position in the semi-cap test equipment name.
Long $TER (Teradyne) — speaker discloses recent buy that is already +21% in profit, confirming an active long position in the semi-cap test equipment name.
Производство/оборудование
Лонг
29 янв
$10.58
+92.2%
Long UMC (2303.TW / US ADR UMC) — speaker endorses GFHK target raise; sees solid positioning in specialty processes, compelling long-term growth, and meaningful chance to win key silicon photonics orders as TSMC scales back legacy capacity.
Long UMC (2303.TW / US ADR UMC) — speaker endorses GFHK target raise; sees solid positioning in specialty processes, compelling long-term growth, and meaningful chance to win key silicon photonics orders as TSMC scales back legacy capacity.
Производство/оборудование
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У jukan05 на Buzzberg отслеживается 38 торговых идей по 36 тикерам с января 2026. винрейт 76% по 38 оцененным сигналам, средняя доходность +39.6%. #1 в рейтинге Buzzberg Alpha. Чаще всего покрывает: MU, INTC, ASML.
