Сигналы
111
#1213
Альфа-оценка 4.9
moninvestor
Винрейт
44.1%
доходность
-4.3%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
02 мар
$41.15
-11.5%
Stayed relatively flat; not worried; prepared to wait patiently for thesis to play out.
NeoCloud
Лонг
09 мар
$22.16
+28.3%
Bought HIMS at $6 before it became one of the three most popular stocks on X; held long-term position.
Bought HIMS at $6 before it became one of the three most popular stocks on X; held long-term position.
GLP-1 / Ожирение
Лонг
02 мар
$12.14
-41.8%
Second largest position; flying today up 20%.
ВПК
Лонг
17 мар
$113.69
+74.0%
AI data center pick for 2026 on capacity-constrained AI infrastructure demand from hyperscalers and startups.
AI data center pick for 2026 on capacity-constrained AI infrastructure demand from hyperscalers and startups.
NeoCloud
Лонг
02 мар
$23.00
+44.7%
Held in portfolio; up 6% on the day.
ИИ-фотоника
Лонг
03 мар
$4.20
+13.8%
Held in short-term portfolio.
Чистая энергетика
Лонг
17 мар
$82.78
-1.9%
AI data center pick for 2026 on capacity-constrained AI infrastructure demand from hyperscalers and startups.
AI data center pick for 2026 on capacity-constrained AI infrastructure demand from hyperscalers and startups.
NeoCloud
Лонг
02 мар
$6.74
-46.0%
Held in portfolio; up 8% on the day.
ВПК
Лонг
09 мая
$52.80
+3.7%
Best way to play memory sector at current levels — concentrated ETF gives direct exposure to memory names without single-stock risk.
Best way to play memory sector at current levels — concentrated ETF gives direct exposure to memory names without single-stock risk.
Тематические ETF
Лонг
17 мар
$15.17
-4.0%
AI data center pick for 2026 on capacity-constrained AI infrastructure demand from hyperscalers and startups.
AI data center pick for 2026 on capacity-constrained AI infrastructure demand from hyperscalers and startups.
Криптомайнеры
Лонг
14 мая
$83.01
-32.5%
Favourite long-term stock pick.
Спутниковая связь
Лонг
10 мая
$746.81
+24.3%
HBM capacity sold out through 2026; TAM to $100B by 2028 (40% CAGR); memory stocks at ATH and will keep going higher.
HBM capacity sold out through 2026; TAM to $100B by 2028 (40% CAGR); memory stocks at ATH and will keep going higher.
Память для ИИ
Лонг
25 мая
$5.68
-46.0%
Buy KEEL ahead of two near-term catalysts — CEO commitment to sign 3 site leases by year-end and June Russell 3000 reconstitution inclusion — with a single hyperscaler deal representing an asymmetric re-rating event given 478MW+ of power capacity across three sites.
Buy KEEL ahead of two near-term catalysts — CEO commitment to sign 3 site leases by year-end and June Russell 3000 reconstitution inclusion — with a single hyperscaler deal representing an asymmetric re-rating event given 478MW+ of power capacity across three sites.
NeoCloud
Лонг
14 мар
$14.10
-20.3%
Medium-term holding in portfolio.
Промавтоматизация
Лонг
02 мар
$10.29
-54.0%
Favourite rare earth stock and favorite stock right now; only commercial-scale US antimony producer; $245M Pentagon contract; only domestic smelters; China supply concentration risk; critical mineral designation; potential long-term hold.
Favourite rare earth stock and favorite stock right now; only commercial-scale US antimony producer; $245M Pentagon contract; only domestic smelters; China supply concentration risk; critical mineral designation; potential long-term hold.
Критические минералы
Показано 15 из 111 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У moninvestor на Buzzberg отслеживается 111 торговых идей по 102 тикерам с марта 2026. винрейт 44% по 111 оцененным сигналам, средняя доходность -4.3%. #1213 в рейтинге Buzzberg Alpha. Чаще всего покрывает: IREN, HIMS, ONDS.
