Сигналы
7
#1046
Альфа-оценка 13.0
Oh Jin-seok
Media Editor
Винрейт
28.6%
доходность
-8.7%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
29 июн
$123.02
-34.3%
Bitcoin miners that are pivoting to AI cloud and data center services, such as Hut 8 and Iris Energy, are benefiting from AI demand and will outperform. Bitcoin itself is suffering from ETF outflows and a shift of funds into AI equities.
Криптомайнеры
Лонг
29 июн
$47.21
-11.5%
Bitcoin miners that are pivoting to AI cloud and data center services, such as Hut 8 and Iris Energy, are benefiting from AI demand and will outperform. Bitcoin itself is suffering from ETF outflows and a shift of funds into AI equities.
NeoCloud
Лонг
29 июн
$149.06
+27.4%
Coinbase is emerging as a key institutional platform through its low-fee Layer-2 chain Base, attracting significant institutional capital. Ark Invest has been buying Coinbase at depressed levels, signaling a possible bottom. The company is also aggressively pushing into real-world asset (RWA) initiatives.
Криптоинфраструктура
Лонг
29 июн
$4.03
-25.1%
Several former Bitcoin mining companies are successfully pivoting to AI data center and cloud computing services, leveraging their energy infrastructure. Companies like Iris Energy, Hut 8, and Hive Digital are gaining attention from hyperscalers and have seen strong stock performance as a result.
Криптомайнеры
Лонг
29 июн
$1132.33
-14.8%
Micron Technology delivered very strong earnings and received a price target of $2,200 from Melius Research, nearly double the current price. This reinforces the view that the memory cycle still has room to run and Micron is attractively valued despite near-term market noise.
Память для ИИ
Лонг
29 июн
$611.61
-8.4%
Retail money is rotating out of gold and Bitcoin ETFs and pouring into semiconductor ETFs like SMH. Combined with massive AI capex that shows no sign of peaking, this flow shift suggests semiconductors will continue to outperform.
Тематические ETF
Лонг
29 июн
$77.82
+5.6%
Block (formerly Square) has a fair value estimate of $97 according to Simply Wall St, while the stock trades around $77, implying about 30% upside. The stock rallied strongly last Friday and the valuation disconnect offers an attractive opportunity.
Платежи и финтех
Показано 7 из 7 коллов · сортировка по упоминаниям
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У Oh Jin-seok на Buzzberg отслеживается 7 торговых идей по 7 тикерам с июня 2026. #1046 в рейтинге Buzzberg Alpha. Чаще всего покрывает: HUT, IREN, MU.
