Сигналы
6
#751
Альфа-оценка 31.6
Kieran Cavanna
Глава отдела контента, CoinDesk
Винрейт
33.3%
доходность
-4.2%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
29 апр
$475.65
-14.2%
Optical networking companies are experiencing a step-function increase in demand driven by AI data center buildout. The boom is unprecedented, and valuations were attractive at entry. Names like Ciena (CIEN), Viavi (VIAV), and Lumentum (LITE) have seen massive gains. The idea was identified via a manager co-invest and has been the best performer.
ИИ-фотоника
Лонг
29 апр
$819.52
+3.7%
Optical networking companies are experiencing a step-function increase in demand driven by AI data center buildout. The boom is unprecedented, and valuations were attractive at entry. Names like Ciena (CIEN), Viavi (VIAV), and Lumentum (LITE) have seen massive gains. The idea was identified via a manager co-invest and has been the best performer.
ИИ-фотоника
Лонг
29 апр
$48.20
-5.9%
The US grid is aging, and electrification, onshoring of industrial production, and AI data center power demand are creating a mega infrastructure spending cycle. Old Farm owns power and infrastructure assets to capture this trend.
Тематические ETF
Лонг
29 апр
$446.67
+20.4%
Semiconductor capital equipment companies are poised to benefit from the construction of new memory fabs and ongoing AI demand. Old Farm is working on a strategy focused on semicap equipment.
Тематические ETF
Лонг
29 апр
$55.23
-22.7%
Nuclear power demand is rising due to AI data center power needs and restarts of plants like Three Mile Island. This directly benefits uranium miners. Old Farm has a co-invest focus on uranium miners that has performed well.
Тематические ETF
Лонг
29 апр
$43.60
-6.3%
Optical networking companies are experiencing a step-function increase in demand driven by AI data center buildout. The boom is unprecedented, and valuations were attractive at entry. Names like Ciena (CIEN), Viavi (VIAV), and Lumentum (LITE) have seen massive gains. The idea was identified via a manager co-invest and has been the best performer.
ИИ-фотоника
Показано 6 из 6 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Kieran Cavanna на Buzzberg отслеживается 6 торговых идей по 6 тикерам с апреля 2026. #751 в рейтинге Buzzberg Alpha. Чаще всего покрывает: URA, SMH, CIEN.
