Сигналы
59
#4
Альфа-оценка 99.8
mkfilko
AI Photonics Trader
Винрейт
53.5%
доходность
+23.2%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
25 фев
$10.70
+73.8%
Long $WLAC — speaker still holding, waiting (volume dry).
NeoCloud
Лонг
20 апр
$57.10
-31.5%
Long $IQE — initiating position on the dip.
ИИ-фотоника
Лонг
05 апр
$9.64
+754.3%
Long $SIVE — Sivers Semiconductors makes CW DFB lasers every CPO system needs; FY2025 SEK 304M revenue (+25% YoY), $453M pipeline (+64%).
Long $SIVE — Sivers Semiconductors makes CW DFB lasers every CPO system needs; FY2025 SEK 304M revenue (+25% YoY), $453M pipeline (+64%).
ИИ-фотоника
Лонг
13 мар
$2.81
+114.9%
Long $DGXX — speaker still invested but conflicted on Michel's decision; questions cost to current shareholders despite benefits.
Long $DGXX — speaker still invested but conflicted on Michel's decision; questions cost to current shareholders despite benefits.
Криптомайнеры
Лонг
23 апр
$13.30
-71.2%
Long $MRLN — speaker discloses it's now one of his largest positions.
Авиастроение
Лонг
08 июн
$38.05
+17.0%
Buy SILC ahead of H2 2026 hyperscaler FPGA inference PoC catalyst; two consecutive beat-and-raise quarters (+33% Q1 YoY), gross margin recovery from 30% toward 34% peak provides a second non-binary earnings leg, and EV/EBITDA of 6.6x on mgmt's target scenario sits below all direct networking peers with ~50% of market cap covered by cash and working capital.
Buy SILC ahead of H2 2026 hyperscaler FPGA inference PoC catalyst; two consecutive beat-and-raise quarters (+33% Q1 YoY), gross margin recovery from 30% toward 34% peak provides a second non-binary earnings leg, and EV/EBITDA of 6.6x on mgmt's target scenario sits below all direct networking peers with ~50% of market cap covered by cash and working capital.
ИИ-фотоника
Лонг
25 мар
$10.66
-8.8%
Long $INFQ — validation of $INFQ; speaker urges to get in while still early.
Квант
Лонг
20 мая
$8.80
+20.2%
Buy EOS.AX on accelerating global defence spending; extreme valuation discount (2x vs 20x backlog) and chart breakout setup support re-rating.
Buy EOS.AX on accelerating global defence spending; extreme valuation discount (2x vs 20x backlog) and chart breakout setup support re-rating.
ВПК
Лонг
08 мар
$4.20
+141.4%
Long $LWLG — undervalued, happy to pay premium for the leadership at LWLG.
ИИ-фотоника
Лонг
09 мар
$91.23
+143.3%
Long $NBIS — speaker added to existing position.
NeoCloud
Лонг
24 апр
$15.20
-15.5%
Long $LPK — speaker says it's a good time to start a quarter or half position around here and accumulate more; yesterday's lower volume signals selling weaker than buying.
Long $LPK — speaker says it's a good time to start a quarter or half position around here and accumulate more; yesterday's lower volume signals selling weaker than buying.
Производство/оборудование
Лонг
03 июн
$4.68
+38.5%
Buy AMPG near $4.59-4.60 where the 10EMA and 0.65 Fibonacci retracement converge as a proven support zone (level held on prior test); upside target toward $5.30 (0.786 fib resistance), with the technical structure supporting continuation of the existing uptrend.
Buy AMPG near $4.59-4.60 where the 10EMA and 0.65 Fibonacci retracement converge as a proven support zone (level held on prior test); upside target toward $5.30 (0.786 fib resistance), with the technical structure supporting continuation of the existing uptrend.
ИИ-фотоника
Лонг
02 мая
$25.58
-11.7%
Long $ALMU: reminds speaker of $LWLG — NVIDIA backing, government contracts, 'first to do III-V on silicon, AI photonics monopoly'. Story gets the stock from $10 to $23 in four months.
Long $ALMU: reminds speaker of $LWLG — NVIDIA backing, government contracts, 'first to do III-V on silicon, AI photonics monopoly'. Story gets the stock from $10 to $23 in four months.
ИИ-фотоника
Лонг
08 мар
$95.58
+81.6%
Long $AAOI — undervalued.
ИИ-фотоника
Лонг
14 июн
$9.19
-15.2%
Buy BB; new position in BlackBerry's QNX automotive/IoT embedded software, framed as the embedded systems layer of physical AI; author notes still researching but plans to hold.
Buy BB; new position in BlackBerry's QNX automotive/IoT embedded software, framed as the embedded systems layer of physical AI; author notes still researching but plans to hold.
Кибербезопасность
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У mkfilko на Buzzberg отслеживается 58 торговых идей по 58 тикерам с февраля 2026. винрейт 53% по 58 оцененным сигналам, средняя доходность +23.2%. #4 в рейтинге Buzzberg Alpha. Чаще всего покрывает: BRUN, IQE, SIVE.
