Сигналы
72
#91
Альфа-оценка 92.9
Minnvestor
Инвестор в рост технологического сектора/сектора полупроводников
Винрейт
59.4%
доходность
+7.7%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
15 апр
$131.43
+11.5%
Go long data center infrastructure providers to capitalize on regional expansion and localized growth momentum in the Dayton/Anoka area.
Go long data center infrastructure providers to capitalize on regional expansion and localized growth momentum in the Dayton/Anoka area.
Энергосетевое оборудование
Лонг
15 апр
$32.15
+5.8%
Go long data center infrastructure providers to capitalize on regional expansion and localized growth momentum in the Dayton/Anoka area.
Go long data center infrastructure providers to capitalize on regional expansion and localized growth momentum in the Dayton/Anoka area.
Чистая энергетика
Лонг
12 мар
$10.13
+32.1%
Jensen Huang's focus on zero-latency AI infrastructure highlights significant growth potential for key semiconductor and connectivity players.
Jensen Huang's focus on zero-latency AI infrastructure highlights significant growth potential for key semiconductor and connectivity players.
ИИ-фотоника
Лонг
14 мая
$83.14
-15.1%
Bullish on power/grid infrastructure stocks as a thematic rotation into 2H 2026, driven by the speaker's view that the sector is the next leg higher after trimming optical holdings.
Bullish on power/grid infrastructure stocks as a thematic rotation into 2H 2026, driven by the speaker's view that the sector is the next leg higher after trimming optical holdings.
Нефть и газ
Лонг
28 мая
$1128.39
+2.7%
Buy LLY as PBM coverage expansion for the full obesity portfolio unlocks a large new patient pool; chronic indefinite use supports durable revenue; stock trades below 30x forward earnings with PEG under 1.5 and has technically broken above a multi-tested ~$1,100 resistance level.
Buy LLY as PBM coverage expansion for the full obesity portfolio unlocks a large new patient pool; chronic indefinite use supports durable revenue; stock trades below 30x forward earnings with PEG under 1.5 and has technically broken above a multi-tested ~$1,100 resistance level.
GLP-1 / Ожирение
Лонг
14 мая
$132.88
-17.2%
Buy ORA as hyperscaler demand for 24/7 geothermal power provides contracted revenue visibility through 2030, backed by White House priority.
Buy ORA as hyperscaler demand for 24/7 geothermal power provides contracted revenue visibility through 2030, backed by White House priority.
Генерация энергии
Лонг
12 мар
$183.14
+8.7%
Jensen Huang's focus on zero-latency AI infrastructure highlights significant growth potential for key semiconductor and connectivity players.
Jensen Huang's focus on zero-latency AI infrastructure highlights significant growth potential for key semiconductor and connectivity players.
ИИ-вычисления
Лонг
02 июн
$482.48
+20.7%
Buy quality non-AI compounders as AI stocks price growth further out, making established growth names like ISRG, LLY, and MA relatively more attractive on a forward-growth-priced-in basis.
Buy quality non-AI compounders as AI stocks price growth further out, making established growth names like ISRG, LLY, and MA relatively more attractive on a forward-growth-priced-in basis.
Платежи и финтех
Лонг
02 июн
$401.35
-8.0%
Buy ISRG on price dislocation below $400 despite Piper Sandler's $580 PT; razor-and-blade recurring revenue model, 11,000 installed systems, 10M+ procedures create durable data moat with AI/robotics tailwinds supporting consistent YoY sales growth.
Buy ISRG on price dislocation below $400 despite Piper Sandler's $580 PT; razor-and-blade recurring revenue model, 11,000 installed systems, 10M+ procedures create durable data moat with AI/robotics tailwinds supporting consistent YoY sales growth.
Медтех
Лонг
14 мая
$347.20
-31.5%
Bullish on power/grid infrastructure stocks as a thematic rotation into 2H 2026, driven by the speaker's view that the sector is the next leg higher after trimming optical holdings.
Bullish on power/grid infrastructure stocks as a thematic rotation into 2H 2026, driven by the speaker's view that the sector is the next leg higher after trimming optical holdings.
Энергосетевое оборудование
Лонг
07 мая
$2415.00
+41.2%
Minnvestor explicitly discloses 'my Taiwan positions' with AVC at +27% unrealized gain, confirming an active long in this Taiwan-listed company. Ticker flagged for human verification of AVC resolution.
Minnvestor explicitly discloses 'my Taiwan positions' with AVC at +27% unrealized gain, confirming an active long in this Taiwan-listed company. Ticker flagged for human verification of AVC resolution.
Оборудование для ИИ
Лонг
07 мая
$34.11
+2.2%
The author discusses a barbell portfolio strategy blending AI-focused holdings like NVDA and ASX with speculative picks like BESI.AS and FPS, but offers no explicit forward-looking directional call on any ticker.
The author discusses a barbell portfolio strategy blending AI-focused holdings like NVDA and ASX with speculative picks like BESI.AS and FPS, but offers no explicit forward-looking directional call on any ticker.
Производство/оборудование
Лонг
13 мар
$395.56
+16.7%
The author maintains a bullish outlook on HIMX due to its strong fundamentals and potential high-profile partnerships despite its low valuation.
The author maintains a bullish outlook on HIMX due to its strong fundamentals and potential high-profile partnerships despite its low valuation.
Гиперскейлеры
Лонг
21 июл
$1.97
-7.1%
Buy EG Industries based on $242M in 800G optic/networking orders and $100M CPO deal, representing material revenue relative to its sub-$500M market cap.
Buy EG Industries based on $242M in 800G optic/networking orders and $100M CPO deal, representing material revenue relative to its sub-$500M market cap.
ИИ-фотоника
Лонг
02 июн
$2.28
-
Buy Malaysia Smelting Corp as the cleanest equity vehicle for the tin rally — no China or Congo exposure, high-purity tin output, and direct leverage to SE Asia's growing back-end semiconductor ecosystem (advanced packaging, solder, bumps, EMS) anchored by Malaysia's 13% global chip assembly share.
Buy Malaysia Smelting Corp as the cleanest equity vehicle for the tin rally — no China or Congo exposure, high-purity tin output, and direct leverage to SE Asia's growing back-end semiconductor ecosystem (advanced packaging, solder, bumps, EMS) anchored by Malaysia's 13% global chip assembly share.
Металлы/добыча
Показано 15 из 72 коллов · сортировка по упоминаниям
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У Minnvestor на Buzzberg отслеживается 72 торговых идей по 72 тикерам с марта 2026. винрейт 59% по 69 оцененным сигналам, средняя доходность +7.7%. #91 в рейтинге Buzzberg Alpha. Чаще всего покрывает: NVT, FPS, HIMX.
