Сигналы
44
#261
Альфа-оценка 75.9
Northwise Project
Винрейт
55.8%
доходность
+9.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
04 янв
$89.95
+111.7%
Prefer NBIS over peers CIFR/CRWV in AI infrastructure; 4-year depreciation schedule and in-house software development signal more conservative accounting and margin expansion potential, reducing fragility if AI demand disappoints.
NeoCloud
Лонг
04 янв
$42.70
-13.8%
Prefer IREN over fragile AI infrastructure peers; existing Bitcoin mining profitability provides downside insulation and optionality while AI hosting revenue scales, making it structurally less exposed to a demand hiccup than pure-play data center builders.
NeoCloud
Лонг
04 янв
$223.47
+113.1%
Buy AMD as a disciplined AI infrastructure pick with pricing power and demand visibility; unlike fragile infrastructure builders, AMD sits in the compute stack with structural advantages and avoids the capital-cycle risk of asset-heavy data center operators.
ИИ-вычисления
Лонг
04 янв
$12.83
-53.6%
Buy JMIA as strategic focus on physical goods fulfillment in concentrated markets drives compounding unit economics; fulfillment cost per order dropped to ~$1.86, 1,500+ pickup stations lower per-order costs, and physical goods orders grew 30%+ YoY through 2025.
Строительство/инфраструктура
Лонг
04 фев
$20.18
-19.2%
Author is actively adding SOFI on weakness, framing current price as a buying opportunity for a long-duration growth position despite near-term macro risk.
Платежи и финтех
Лонг
04 янв
$650.41
-14.4%
Buy META as a platform-layer AI beneficiary that captures intelligence gains without bearing infrastructure capex burden; historically infrastructure overbuilds benefit users most, and META's monetization leverage compounds as compute costs fall.
Гиперскейлеры
Лонг
07 янв
$17.50
-18.1%
Buy NU as a second-order Venezuela reopening play; once capital begins circulating internally, Nubank's digital banking platform captures payments, savings, and credit flows without requiring physical infrastructure.
Платежи и финтех
Лонг
04 янв
$115.21
-24.9%
Buy HOOD as a consumer fintech platform with high operating leverage to falling AI compute costs; cheaper models improve unit economics without the capital burden of infrastructure builders, compounding returns over time.
Брокеры
Лонг
08 июл
$80.50
-10.8%
Buy CRWV as author initiates position after sell-off deemed irrational; prior concerns around management and debt/dilution risk have been overcome by price entering early buy zone, with AI infrastructure demand intact.
NeoCloud
Лонг
25 фев
$162.50
+80.5%
Buy SNOW; usage-based model insulates it from AI-driven seat-count compression that threatens license-based SaaS peers, while AI integration unlocks previously inaccessible "dark data" — creating expanding use cases that make Snowflake increasingly irreplaceable to enterprise customers.
ПО для ИИ
Лонг
10 янв
$29.45
+12.1%
Buy JD as vertically integrated logistics infrastructure, AI/robotics investment, and structural valuation discount to global peers create asymmetric upside through 2030, with international expansion and automation providing optionality beyond core retail.
Ритейл и мобильность
Лонг
25 мая
$30.12
-3.0%
Buy CELH at current levels; author is conducting a full 2030 model and characterizes the current price as a compelling risk/reward entry point, suggesting the stock is attractively valued relative to its growth profile.
Продукты питания
Лонг
19 апр
$2.88
+37.8%
Buy KEEL with Panther Creek as the primary catalyst: 350 MW of firm PJM capacity, Vera Rubin-native design with T5 Data Centers and Turner Construction as execution partners, and a 50 MW energization target by year-end 2026 that would validate the company's ability to convert power assets into contracted AI infrastructure revenue.
NeoCloud
Лонг
18 июл
$67.62
-3.9%
RKLB has entered actionable territory after a 55%+ drawdown from highs; Electron gross margins above 44% (~$4M per mission), Iridium adding recurring L-band revenue and Aireon, and Neutron as an unmodeled option create a multi-engine thesis — though the firm stops short of a full buy given CAGR requirements not yet met.
Космос
Лонг
14 фев
$1406.61
+15.8%
Buy ASML as its Holistic Lithography portfolio—integrating AI-driven YieldStar and HMI e-beam systems via a 2025 Mistral AI partnership—captures the software layer of the fab, driving high-margin Installed Base Management revenue independent of lumpy system orders, while energy efficiency improvements lower customer TCO and reduce capex-reduction risk.
Производство/оборудование
Показано 15 из 44 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Northwise Project на Buzzberg отслеживается 44 торговых идей по 43 тикерам с января 2026. винрейт 56% по 43 оцененным сигналам, средняя доходность +9.0%. #261 в рейтинге Buzzberg Alpha. Чаще всего покрывает: NBIS, IREN, AMD.
