Сигналы
9
#226
Альфа-оценка 82.4
Mark Zolan
CEO, Go Mining
Винрейт
55.6%
доходность
+12.4%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Шорт
06 июл
$56.95
-0.6%
The Japanese yen is likely to remain weak and underperform as long as the Bank of Japan lags on rate normalization and the dollar remains strong. Even intervention will lack lasting effect unless USD/JPY breaks below 155, so carry trades and yen shorts persist.
Валюты
Шорт
13 авг
$82.11
+0.3%
The long end of the U.S. Treasury curve faces supply and deficit pressure after a weak 10-year auction and a larger-than-expected U.S. budget deficit, making 30-year Treasuries vulnerable to higher yields and a weak auction.
Облигации и ставки
Шорт
31 июл
$307.69
-5.6%
Apple is facing severe component shortages, with Tim Cook likening the memory cost crunch to a '100 year flood', leading to disappointing sales guidance and a significant drop in shares.
Оборудование для ИИ
Лонг
31 июл
$261.72
-2.5%
Amazon's cloud business AWS reaccelerated to 37% growth, exceeding expectations, and CEO Andy Jassy compares AI buildout to the original AWS build, suggesting a massive growth engine. Investors are buying this narrative.
Гиперскейлеры
Лонг
13 мая
$79539.90
-2.9%
Solving Bitcoin's payment problem on the base layer increases its utility as a medium of exchange, which will unlock significant additional value within the Bitcoin ecosystem by increasing the velocity of money, shifting Bitcoin from a pure store of value to a functional currency.
Криптоактивы
Лонг
22 апр
$23.60
+2.0%
Chinese bonds, particularly on the short end, are attractive because the PBOC has successfully stabilized the currency, attracting significant inflows that typically go to the bond market. China's ambition to develop its fixed income market and attract reserve managers is working, creating a stable and attractive environment for bond investment.
Облигации и ставки
Лонг
22 апр
$487.48
+90.5%
Equity traders can focus on AI, chips, and the memory sector because bond yields and energy prices are in a predictable and stable range, allowing them to concentrate on these areas with strong narratives and projected forward earnings, which are sufficient to cover potential disruptions.
Память для ИИ
Лонг
22 апр
$476.83
+14.4%
Equity traders can focus on AI, chips, and the memory sector because bond yields and energy prices are in a predictable and stable range, allowing them to concentrate on these areas with strong narratives and projected forward earnings, which are sufficient to cover potential disruptions.
Тематические ETF
Лонг
22 апр
$158.09
+16.1%
Equity traders can focus on AI, chips, and the memory sector because bond yields and energy prices are in a predictable and stable range, allowing them to concentrate on these areas with strong narratives and projected forward earnings, which are sufficient to cover potential disruptions.
Тематические ETF
Показано 9 из 9 коллов · сортировка по упоминаниям
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У Mark Zolan на Buzzberg отслеживается 9 торговых идей по 9 тикерам с февраля 2026. #226 в рейтинге Buzzberg Alpha. Чаще всего покрывает: FXY, BTC, AAPL.
