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Kim Junsu
Assistant Manager, NH Investment & Securities
Винрейт
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доходность
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
05 авг
$492.81
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Microsoft and Alphabet are the safest long-term AI investments because their top-tier credit ratings and ability to issue even 100-year bonds show they can fund the AI arms race longer than competitors, making them likely ultimate winners. Their leverage ratios remain low relative to earnings, and robust cloud growth already demonstrates AI monetization, so credit risk is manageable.
Гиперскейлеры
Лонг
05 авг
$377.65
-
Microsoft and Alphabet are the safest long-term AI investments because their top-tier credit ratings and ability to issue even 100-year bonds show they can fund the AI arms race longer than competitors, making them likely ultimate winners. Their leverage ratios remain low relative to earnings, and robust cloud growth already demonstrates AI monetization, so credit risk is manageable.
Гиперскейлеры
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У Kim Junsu на Buzzberg отслеживается 2 торговых идей по 2 тикерам с августа 2026.
