Сигналы
33
#268
Альфа-оценка 78.8
oguzerkan
Винрейт
63.6%
доходность
+5.1%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
19 мая
$423.54
+21.1%
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
Гиперскейлеры
Лонг
19 мая
$96.17
-12.6%
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
NeoCloud
Лонг
19 мая
$257.03
+3.6%
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
Гиперскейлеры
Лонг
24 мая
$610.26
-5.2%
Buy META as low forward P/E (18x) combined with 20%+ YoY growth indicates undervaluation, challenging any bear argument.
Buy META as low forward P/E (18x) combined with 20%+ YoY growth indicates undervaluation, challenging any bear argument.
Гиперскейлеры
Лонг
19 мая
$184.74
+57.5%
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
NeoCloud
Лонг
28 мая
$211.70
+2.9%
Buy NVDA as the relatively cheap leg of an AI valuation dispersion trade; NVDA trades at ~19-20x forward earnings versus power, cooling, and optical peers above 30x, making it the undervalued name in the AI infrastructure complex.
Buy NVDA as the relatively cheap leg of an AI valuation dispersion trade; NVDA trades at ~19-20x forward earnings versus power, cooling, and optical peers above 30x, making it the undervalued name in the AI infrastructure complex.
ИИ-вычисления
Лонг
19 мая
$393.11
-12.8%
Long GOOG as it adopts NVDA's neocloud strategy to scale TPU chip deployment without overextending capex, creating a win‑win with Blackstone and positioning to challenge NVDA in AI accelerators.
Long GOOG as it adopts NVDA's neocloud strategy to scale TPU chip deployment without overextending capex, creating a win‑win with Blackstone and positioning to challenge NVDA in AI accelerators.
Гиперскейлеры
Лонг
19 мая
$183.62
-17.8%
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
Long power-secured cloud providers as transformer and permitting constraints limit compute supply, driving up GPU/hour prices and token costs.
Гиперскейлеры
Лонг
07 июн
$70.48
+11.8%
Buy UBER at 16x forward earnings as a profitable, high-quality business being overlooked while capital rotates into unprofitable AI-adjacent names — valuation disconnect creates opportunity.
Buy UBER at 16x forward earnings as a profitable, high-quality business being overlooked while capital rotates into unprofitable AI-adjacent names — valuation disconnect creates opportunity.
Ритейл и мобильность
Лонг
10 июн
$163.90
+25.5%
Buy BKNG at ~14x forward P/E — cheapest of the named platforms — while semis trade at 20x sales; author argues platforms are "totally ignored" despite double-digit growth, creating a rotation opportunity.
Buy BKNG at ~14x forward P/E — cheapest of the named platforms — while semis trade at 20x sales; author argues platforms are "totally ignored" despite double-digit growth, creating a rotation opportunity.
Казино и досуг
Лонг
25 мая
$1.71
-35.1%
Buy $SLNH based on insider buying, wind farm acquisition, CEO's AI/HPC tenant catalyst, and discounted valuation vs. potential revenue of $700–750M from two projects.
Buy $SLNH based on insider buying, wind farm acquisition, CEO's AI/HPC tenant catalyst, and discounted valuation vs. potential revenue of $700–750M from two projects.
NeoCloud
Лонг
19 мая
$12.31
+16.2%
Buy Nu Holdings as it trades at a discount (13x forward P/E) to its 40% growth rate and has a clear catalyst in US market entry, implying significant re-rating.
Buy Nu Holdings as it trades at a discount (13x forward P/E) to its 40% growth rate and has a clear catalyst in US market entry, implying significant re-rating.
Платежи и финтех
Лонг
05 июн
$23.60
+29.1%
Buy OSCR with a $30 price target supported by a bottom-up valuation: $20B projected revenue at 2.5% net margin implies at least $10B market cap at a 0.5x sales multiple, suggesting meaningful upside from current levels.
Buy OSCR with a $30 price target supported by a bottom-up valuation: $20B projected revenue at 2.5% net margin implies at least $10B market cap at a 0.5x sales multiple, suggesting meaningful upside from current levels.
Медицинские услуги
Лонг
05 июн
$401.03
-2.0%
Buy UNH as recovering investor confidence and controlled medical loss ratio support a re-rating toward $400; stock is up 60% from lows but still ~15% below full recovery, trading at what author calls no-brainer valuations for a dominant healthcare name.
Buy UNH as recovering investor confidence and controlled medical loss ratio support a re-rating toward $400; stock is up 60% from lows but still ~15% below full recovery, trading at what author calls no-brainer valuations for a dominant healthcare name.
Медицинские услуги
Лонг
01 июн
$22.65
-52.0%
Buy FLNC as its inclusion in the Siemens/NVIDIA Vera Rubin data center reference architecture transforms it from a niche renewable-energy battery supplier into a pre-qualified, integral component of AI data center power infrastructure, materially expanding addressable demand beyond renewable projects.
Buy FLNC as its inclusion in the Siemens/NVIDIA Vera Rubin data center reference architecture transforms it from a niche renewable-energy battery supplier into a pre-qualified, integral component of AI data center power infrastructure, materially expanding addressable demand beyond renewable projects.
Батареи и накопители
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У oguzerkan на Buzzberg отслеживается 33 торговых идей по 33 тикерам с мая 2026. винрейт 64% по 33 оцененным сигналам, средняя доходность +5.1%. #268 в рейтинге Buzzberg Alpha. Чаще всего покрывает: MSFT, CRWV, AMZN.
