Сигналы
5
#573
Альфа-оценка 47.8
Mickey Maini
Chairman, Solstice Laboratory; Author
Винрейт
60.0%
доходность
+0.9%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
04 авг
$83.13
+1.0%
AI infrastructure, including energy, uranium, nuclear refining, copper, grid, and transmission, is backed by governments and part of the physical buildout. This sector was pulled down with the general market but has a distinct revaluation case as the physical world gets revalued upward versus the digital world. Governments are buying critical minerals and infrastructure for energy security and AI competitiveness.
Сырьё
Лонг
04 авг
$374.71
-0.3%
Gold is the lowest entropy asset and money's ground stake. Central banks are buying gold as reinsurance against rising systemic risk. In a period of trust breakdown, people revert to gold. Gold to M2 ratio is near historic lows. Scenario analysis suggests gold price of $8,000-$25,000 by end of crisis, base case $10,000-$15,000. Gold is the cheapest insurance available.
Сырьё
Лонг
04 авг
$57.50
+2.3%
AI infrastructure, including energy, uranium, nuclear refining, copper, grid, and transmission, is backed by governments and part of the physical buildout. This sector was pulled down with the general market but has a distinct revaluation case as the physical world gets revalued upward versus the digital world. Governments are buying critical minerals and infrastructure for energy security and AI competitiveness.
Тематические ETF
Лонг
04 авг
$53.92
-0.3%
Silver historically catches up to gold during transition periods. The gold-to-silver ratio is currently high and typically compresses to as low as 30 in such phases. Silver is still very positionable as a follower trade.
Сырьё
Лонг
04 авг
$41.93
+1.9%
AI infrastructure, including energy, uranium, nuclear refining, copper, grid, and transmission, is backed by governments and part of the physical buildout. This sector was pulled down with the general market but has a distinct revaluation case as the physical world gets revalued upward versus the digital world. Governments are buying critical minerals and infrastructure for energy security and AI competitiveness.
Тематические ETF
Показано 5 из 5 коллов · сортировка по упоминаниям
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У Mickey Maini на Buzzberg отслеживается 5 торговых идей по 5 тикерам с августа 2026. #573 в рейтинге Buzzberg Alpha. Чаще всего покрывает: SILVER, COPPER, URA.
