Сигналы
202
#340
Альфа-оценка 73.4
michaelsikand
Руководитель направления инфраструктуры ИИ и глава европейского подразделения, Brookfield Asset Management
Винрейт
48.7%
доходность
+2.1%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
03 мар
$95.11
+43.3%
The author highlights strong gains in AI-focused stocks following positive earnings and strategic investments.
The author highlights strong gains in AI-focused stocks following positive earnings and strategic investments.
ИИ-фотоника
Лонг
02 мар
$6.75
-46.1%
Kraken Robotics is positioned for significant growth as geopolitical tensions in the Strait of Hormuz drive demand for its specialized subsea drone and sonar technology.
Kraken Robotics is positioned for significant growth as geopolitical tensions in the Strait of Hormuz drive demand for its specialized subsea drone and sonar technology.
ВПК
Лонг
03 мар
$708.09
+22.7%
The author highlights strong gains in AI-focused stocks following positive earnings and strategic investments.
The author highlights strong gains in AI-focused stocks following positive earnings and strategic investments.
ИИ-фотоника
Лонг
15 мар
$63.16
+75.0%
The author expresses a positive outlook on Soitec.
Производство/оборудование
Лонг
25 июн
$19.59
+27.1%
Buy SONY via low-IV options ahead of GTA VI launch; Sony collects ~70% of all console game revenue and in-game purchases, Bungie impairment masks organic gaming growth, PSN digital subscription re-activations provide high-margin upside not yet priced into guidance.
Buy SONY via low-IV options ahead of GTA VI launch; Sony collects ~70% of all console game revenue and in-game purchases, Bungie impairment masks organic gaming growth, PSN digital subscription re-activations provide high-margin upside not yet priced into guidance.
Гейминг и развлечения
Лонг
20 апр
$36.12
-53.3%
The author argues that AEVEX is an undervalued, battle-tested drone manufacturer with significant growth potential compared to its peers in the defense sector.
The author argues that AEVEX is an undervalued, battle-tested drone manufacturer with significant growth potential compared to its peers in the defense sector.
ВПК
Лонг
03 мар
$289.40
+16.4%
The author highlights strong gains in AI-focused stocks following positive earnings and strategic investments.
The author highlights strong gains in AI-focused stocks following positive earnings and strategic investments.
ИИ-фотоника
Лонг
06 мар
$177.78
+22.3%
LITE and COHR join the S&P 500 following major NVIDIA investments, signaling photonics as a key AI infrastructure theme.
LITE and COHR join the S&P 500 following major NVIDIA investments, signaling photonics as a key AI infrastructure theme.
ИИ-вычисления
Лонг
02 мар
$9.10
-43.1%
The user expresses positive sentiment toward PNG.V.
Робототехника
Лонг
08 апр
$38.09
-46.0%
The author highlights FLY as a promising asymmetric space stock based on the successful track record of an investor who previously identified ASTS and KRKNF.
The author highlights FLY as a promising asymmetric space stock based on the successful track record of an investor who previously identified ASTS and KRKNF.
Космос
Лонг
05 мар
$92.08
-39.1%
ASTS is positioned as a strategic alternative to Starlink, with potential for significant government contracts amid rising geopolitical tensions.
ASTS is positioned as a strategic alternative to Starlink, with potential for significant government contracts amid rising geopolitical tensions.
Спутниковая связь
Лонг
02 апр
$8.73
+14.9%
Nokia is positioned as a major beneficiary of 6G infrastructure advancements involving GPU integration.
Nokia is positioned as a major beneficiary of 6G infrastructure advancements involving GPU integration.
ИИ-фотоника
Лонг
13 мар
$423.53
+119.2%
Micron and South Korea's ETF rise as new research challenges memory constraints ahead of Nvidia's GTC.
Micron and South Korea's ETF rise as new research challenges memory constraints ahead of Nvidia's GTC.
Память для ИИ
Лонг
26 апр
$148.85
+12.1%
Qualcomm is a high-risk, high-reward speculative play on the CPU supercycle, contingent on upcoming earnings updates regarding their AI and server chip roadmap.
Qualcomm is a high-risk, high-reward speculative play on the CPU supercycle, contingent on upcoming earnings updates regarding their AI and server chip roadmap.
ASIC для ИИ
Лонг
02 апр
$135.10
+56.8%
The author outlines ten high-growth stock picks across defense, AI, and infrastructure sectors poised for significant expansion.
The author outlines ten high-growth stock picks across defense, AI, and infrastructure sectors poised for significant expansion.
Чистая энергетика
Показано 15 из 202 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У michaelsikand на Buzzberg отслеживается 202 торговых идей по 169 тикерам с марта 2026. винрейт 49% по 199 оцененным сигналам, средняя доходность +2.1%. #340 в рейтинге Buzzberg Alpha. Чаще всего покрывает: KRKNF, AAOI, LITE.
