Сигналы
24
#1138
Альфа-оценка 7.2
majgeoinvesting
Винрейт
33.3%
доходность
-6.1%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
24 июл
$25.99
-17.3%
Buy SIF as a defense play recovering from large-holder selling pressure; speaker pitched it at PlanetMicroCap, citing defense program task order pipeline, path to double near-term, and acquisition optionality as multi-year upside drivers.
Buy SIF as a defense play recovering from large-holder selling pressure; speaker pitched it at PlanetMicroCap, citing defense program task order pipeline, path to double near-term, and acquisition optionality as multi-year upside drivers.
Авиастроение
Лонг
06 янв
$4.46
-27.6%
Buy TGEN as a data center facility-level cooling play; Jensen's direct-to-chip liquid cooling solves processor heat but not room-level thermal management, leaving a structural gap that TGEN addresses by freeing up grid power for compute at extreme ambient temperatures.
Buy TGEN as a data center facility-level cooling play; Jensen's direct-to-chip liquid cooling solves processor heat but not room-level thermal management, leaving a structural gap that TGEN addresses by freeing up grid power for compute at extreme ambient temperatures.
Нефть и газ
Лонг
08 июн
$20.36
-34.4%
Buy OCC as operating leverage below gross margin line could drive outsized EPS growth — management indicated 50% revenue increase with minimal cost uplift; Q2 Lightera partnership appears to be inflecting revenue, and capacity expansion signals continued momentum.
Buy OCC as operating leverage below gross margin line could drive outsized EPS growth — management indicated 50% revenue increase with minimal cost uplift; Q2 Lightera partnership appears to be inflecting revenue, and capacity expansion signals continued momentum.
ИИ-фотоника
Лонг
09 июл
$76.53
-77.8%
Buy TPC on the sharp pullback; company delivered on two information-arbitrage catalysts disclosed on Q1 call — a data center contract win and debt refinancing — which the market appears to be underpricing relative to the move in the stock.
Buy TPC on the sharp pullback; company delivered on two information-arbitrage catalysts disclosed on Q1 call — a data center contract win and debt refinancing — which the market appears to be underpricing relative to the move in the stock.
Строительство/инфраструктура
Лонг
08 мая
$439.00
+8.3%
Long $MUEL — GeoInvesting model portfolio holding; multiple successful tender offers since 2024 (latest $440/share, prior at $80/$250/$485) signal strong value realization, with upcoming capacity expansions to contribute soon.
Long $MUEL — GeoInvesting model portfolio holding; multiple successful tender offers since 2024 (latest $440/share, prior at $80/$250/$485) signal strong value realization, with upcoming capacity expansions to contribute soon.
Строительство/инфраструктура
Лонг
29 янв
$5.84
-4.5%
Buy FSI ahead of an expected Q1 inflection driven by a significant 2025 contract win fueling a new food division, with management actively mitigating historical lumpiness and weak margins in the legacy business.
Buy FSI ahead of an expected Q1 inflection driven by a significant 2025 contract win fueling a new food division, with management actively mitigating historical lumpiness and weak margins in the legacy business.
Химпром
Лонг
13 авг
$2.84
+16.2%
Buy KLNG on the post-earnings dip; the lack of analyst participation on the earnings call signals the selloff was driven by headline-reading rather than fundamental deterioration, creating a mispriced entry for patient holders.
Нефть и газ
Лонг
15 июл
$54.34
+10.4%
Buy FEIM on further weakness; Q4 miss is noise given lumpy revenue history, while a near-3x book-to-bill ratio signals robust demand pipeline supporting a long-term path to $100.
Buy FEIM on further weakness; Q4 miss is noise given lumpy revenue history, while a near-3x book-to-bill ratio signals robust demand pipeline supporting a long-term path to $100.
Космос
Лонг
27 июн
$4.46
-28.0%
Buy KRMD on first insider open-market buying since 2023 — 5 insiders purchasing 29K shares signals renewed conviction; author holds a position and expects a second multibagger run.
Buy KRMD on first insider open-market buying since 2023 — 5 insiders purchasing 29K shares signals renewed conviction; author holds a position and expects a second multibagger run.
Медтех
Лонг
11 июн
$26.32
+1.4%
Buy PPIH as near-term weakness from Middle East conflict and margin compression from Ohio data center investment are misread by the market; both factors are actually catalysts for future contract growth and long-term value creation, creating a multi-year re-rating opportunity.
Buy PPIH as near-term weakness from Middle East conflict and margin compression from Ohio data center investment are misread by the market; both factors are actually catalysts for future contract growth and long-term value creation, creating a multi-year re-rating opportunity.
Строительство/инфраструктура
Лонг
22 авг
$11.82
+9.2%
Author calls LEAT his favorite setup from the latest Delta Sheets batch, implying a high-conviction bullish position, while closely watching PRPO's sales and scale expansion strategy.
Author calls LEAT his favorite setup from the latest Delta Sheets batch, implying a high-conviction bullish position, while closely watching PRPO's sales and scale expansion strategy.
Ритейл и мобильность
Лонг
12 авг
$56.73
-10.0%
Buy ITRN; author sees a path to ~$100 (vs. ~$55 current) driven by solid Q2 results, 2.5M telematics subscribers with 70% recurring revenue, and potential growth acceleration signaled on the Q3 call — a steady compounder with a moat that the market underappreciates.
Ритейл и мобильность
Лонг
03 авг
$23.75
-2.1%
Buy BURCA — a deeply cheap industrial (7x earnings, tangible book value) that has cleaned up its balance sheet, eliminated pension liability, and whose management is signaling readiness to deploy capital for growth; industry consolidation adds buyout optionality.
Строительство/инфраструктура
Лонг
24 июл
$4.30
+77.2%
BDCO may benefit from a new contract win and elevated jet fuel prices, though the author flags meaningful risk ("has some hair") and defers to energy-sector specialists for deeper diligence.
BDCO may benefit from a new contract win and elevated jet fuel prices, though the author flags meaningful risk ("has some hair") and defers to energy-sector specialists for deeper diligence.
Нефть и газ
Лонг
20 июл
$3.67
-6.0%
Buy AUUA.V on the thesis that its differentiated technology creates significant acquisition risk to the upside — the speaker argues the company could be taken out before shareholders fully capture the value being built by the team.
Buy AUUA.V on the thesis that its differentiated technology creates significant acquisition risk to the upside — the speaker argues the company could be taken out before shareholders fully capture the value being built by the team.
Химпром
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У majgeoinvesting на Buzzberg отслеживается 24 торговых идей по 24 тикерам с января 2026. винрейт 33% по 24 оцененным сигналам, средняя доходность -6.1%. #1138 в рейтинге Buzzberg Alpha. Чаще всего покрывает: SIF, TGEN, OCC.
