Сигналы
30
#978
Альфа-оценка 22.5
kevinxu
Винрейт
43.3%
доходность
-0.8%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
05 янв
$46.98
-13.6%
Buy IREN on thesis of bitcoin miner pivot to AI training, $9.7B Microsoft contract, chip war tailwind, vertical integration, strong balance sheet, and Feb 11 earnings catalyst.
Buy IREN on thesis of bitcoin miner pivot to AI training, $9.7B Microsoft contract, chip war tailwind, vertical integration, strong balance sheet, and Feb 11 earnings catalyst.
NeoCloud
Лонг
15 мая
$36.01
+7.1%
Long $BOT — speaker announces a 'NEW ALL IN' position; concedes the bet is binary ('either really smart or really dumb').
Long $BOT — speaker announces a 'NEW ALL IN' position; concedes the bet is binary ('either really smart or really dumb').
Робототехника
Лонг
09 июл
$81.92
-9.1%
Author bought SHAZ yesterday as part of an all-in challenge, citing a 19.9% stake by Leopold and rumors of an Anthropic deal, and is already up 14%.
Author bought SHAZ yesterday as part of an all-in challenge, citing a 19.9% stake by Leopold and rumors of an Anthropic deal, and is already up 14%.
NeoCloud
Лонг
11 июн
$8.44
-41.4%
Author discloses a current all-in position in RCAX within a challenge (speculative/small) account; no catalyst stated in tweet — thesis reportedly pinned separately.
Author discloses a current all-in position in RCAX within a challenge (speculative/small) account; no catalyst stated in tweet — thesis reportedly pinned separately.
Тематические ETF
Лонг
06 июн
$12.54
-32.3%
Buy RCAT ahead of Pentagon's Drone Dominance Gauntlet Phase II competition starting Monday; Chinese-component ban structurally advantages RCAT's fully domestic supply chain for a share of the $1.1B budget and potential long-term contracts.
Buy RCAT ahead of Pentagon's Drone Dominance Gauntlet Phase II competition starting Monday; Chinese-component ban structurally advantages RCAT's fully domestic supply chain for a share of the $1.1B budget and potential long-term contracts.
ВПК
Лонг
18 авг
$13.05
-12.0%
Long NVTS: the 800V-to-6V power chip is mission-critical for NVIDIA's 1MW AI racks; with fresh cash, no debt, and catalysts around NVDA earnings, 800V, and SiC announcements, the stock can re-rate from the $13.95 entry.
Силовые полупроводники
Лонг
08 мая
$28.27
+2.0%
Long $HIMS — 'NEW TRADE: ALL IN'; earnings Mon 5/11, first post-lawsuit print, at $26 vs $72 high, 34% short interest (squeeze setup), thesis: street under-pricing consumer demand for direct healthcare/peptides.
Long $HIMS — 'NEW TRADE: ALL IN'; earnings Mon 5/11, first post-lawsuit print, at $26 vs $72 high, 34% short interest (squeeze setup), thesis: street under-pricing consumer demand for direct healthcare/peptides.
GLP-1 / Ожирение
Лонг
22 июл
$11.09
-8.2%
Same as above – author reiterates long NOK thesis for earnings play, citing AI infrastructure transformation and market mispricing.
Same as above – author reiterates long NOK thesis for earnings play, citing AI infrastructure transformation and market mispricing.
ИИ-фотоника
Лонг
22 мая
$15.20
-20.9%
Buy HLIT due to anticipated pull-forward demand for broadband software as companies future-proof networks.
Buy HLIT due to anticipated pull-forward demand for broadband software as companies future-proof networks.
ИИ-фотоника
Лонг
12 мая
$8.42
-33.4%
Long $QS — speaker announces a NEW TRADE fully porting capital into $QS (concentrated long position) after exiting $HIMS; full thesis pending.
Long $QS — speaker announces a NEW TRADE fully porting capital into $QS (concentrated long position) after exiting $HIMS; full thesis pending.
Батареи и накопители
Лонг
25 июн
$43.18
-19.6%
Покупайте OUST как узкоспециализированную компанию в сфере физической инфраструктуры ИИ — изобретатель цветного лидара, обеспечивающего работу робототехники с помощью одного датчика с миллиметровой точностью, быстро подписывающий клиентов; вошел в позицию на 10% просадке без новостей по цене $40.55 в качестве выгодной свинг-торговой сделки с благоприятным соотношением риска и прибыли.
Покупайте OUST как узкоспециализированную компанию в сфере физической инфраструктуры ИИ — изобретатель цветного лидара, обеспечивающего работу робототехники с помощью одного датчика с миллиметровой точностью, быстро подписывающий клиентов; вошел в позицию на 10% просадке без новостей по цене $40.55 в качестве выгодной свинг-торговой сделки с благоприятным соотношением риска и прибыли.
ИИ-фотоника
Лонг
23 авг
$21.00
-23.8%
Long NVTX as a 2x levered vehicle on NVTS; author is fully allocated, citing weekend AI catalysts including Nvidia’s 15% AI server price increase and Alibaba’s $10B AI raise.
Тематические ETF
Лонг
29 мая
$35.30
+62.5%
Buy 2x leveraged PANW ETF ahead of June 2 earnings, driven by PANW's emerging AI cybersecurity leadership (Anthropic partnership), a $10M CEO open-market insider buy, $1B buyback authorization, and broad software sector re-rating momentum rewarding category leaders.
Buy 2x leveraged PANW ETF ahead of June 2 earnings, driven by PANW's emerging AI cybersecurity leadership (Anthropic partnership), a $10M CEO open-market insider buy, $1B buyback authorization, and broad software sector re-rating momentum rewarding category leaders.
Тематические ETF
Лонг
04 авг
$15.24
-10.7%
Buy FLNC; Fluence Energy's Chief Growth Officer disclosed an additional 30 GWh of orders entering this year in a June podcast, suggesting a meaningful backlog build that the market may not have fully priced in.
Батареи и накопители
Лонг
22 авг
$215.38
+1.2%
Buy NVDA into next Wednesday's earnings; author sees a mega rally before the print and a crash the following Friday, so the long should be exited before the reversal.
ИИ-вычисления
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У kevinxu на Buzzberg отслеживается 30 торговых идей по 29 тикерам с января 2026. винрейт 43% по 30 оцененным сигналам, средняя доходность -0.8%. #978 в рейтинге Buzzberg Alpha. Чаще всего покрывает: IREN, BOT, SHAZ.
