Сигналы
3
Moez Kassam
Глава отдела исследований, Coinbase
Винрейт
66.7%
доходность
+3.4%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
30 апр
$84.36
+20.8%
Software stocks have been indiscriminately sold off 70-80% as the market panics over AI disruption. Many of these companies have real recurring free cash flow, are adopting AI within their ecosystems, and trade at very low multiples (half of S&P 500). The negative sentiment will shift, and the stocks should recover significantly.
Тематические ETF
Лонг
30 апр
$4.88
-10.9%
U.S. cannabis companies are massively undervalued due to regulatory overhang, but the DEA has begun accepting applications for licenses under full descheduling, which will eliminate the 280E tax burden, enable interstate commerce, and unlock economies of scale. This could lead to a 400% move in the sector over a couple of years. The MSOS ETF is a direct way to play this.
Тематические ETF
Лонг
30 апр
$58.34
+0.3%
Oil stocks are not reflecting the likelihood of prolonged higher oil prices because everyone assumes the Middle East blockade will end soon. Sentiment is overly bearish on oil, creating a buying opportunity in oil companies. The stocks are cheap relative to the potential for sustained elevated oil prices.
Тематические ETF
Показано 3 из 3 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Moez Kassam на Buzzberg отслеживается 3 торговых идей по 3 тикерам с апреля 2026. Чаще всего покрывает: IGV, XLE, MSOS.
