Сигналы
57
#13
Альфа-оценка 98.9
pepinveststocks
Винрейт
58.2%
доходность
+17.8%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
04 авг
$37.06
+9.0%
Buy SIVE as the proprietary CW-WDM laser architecture owner enabling 16x bandwidth multiplication within AI chip power budgets; frantic InP substrate hoarding by hyperscalers validates surging demand specifically for SIVE's multichannel laser design.
ИИ-фотоника
Лонг
31 янв
$10.36
-11.6%
Author names ONDS as one of their absolute top picks in response to a request for best ideas; no specific catalyst provided beyond personal conviction.
ВПК
Лонг
31 янв
$8.33
-29.2%
Author names TE as one of their absolute top picks in response to a request for best ideas; no specific catalyst provided beyond personal conviction.
Чистая энергетика
Лонг
04 фев
$44.07
-5.7%
Buy these names on a 15–20% market-driven pullback; author argues the selloff is macro/market-wide rather than company-specific, creating asymmetric upside on fundamentally intact names.
NeoCloud
Лонг
05 фев
$82.65
+129.8%
Buy NBIS as an early-stage AI and cloud infrastructure play before broader market attention drives the price higher.
NeoCloud
Лонг
02 фев
$6.60
+21.2%
Buy OPTX as a small-cap photonics/optics play with vertically integrated manufacturing, expanding defense and space OEM contracts, and emerging exposure to AI/data center photonics demand; thesis is speculative with no specific near-term catalyst or valuation anchor.
ИИ-фотоника
Лонг
31 янв
$33.88
-13.8%
Author names APLD as one of their absolute top picks in response to a request for best ideas; no specific catalyst provided beyond personal conviction.
NeoCloud
Лонг
31 янв
$9.89
+33.0%
Author names OSS as one of their absolute top picks in response to a request for best ideas; no specific catalyst provided beyond personal conviction.
Оборудование для ИИ
Лонг
12 фев
$16.18
+13.0%
Buy ALMU on multiple recent catalysts: NASA quantum contract, RFSUNY silicon photonics and quantum dot laser funding, 35-patent IP portfolio, and 2025 LEAP Award for Advanced Materials Innovation in SWIR sensing platform.
ИИ-фотоника
Лонг
08 фев
$11.66
-
Buy CCCX ahead of its merger completion; speaker draws a direct analogy to IONQ's SPAC trajectory — which surged from ~$10.60 to $84 post-listing — arguing CCCX (Infleqtion) offers similar quantum computing upside at an early stage.
Прочее
Лонг
04 фев
$69.02
+21.5%
Buy these names on a 15–20% market-driven pullback; author argues the selloff is macro/market-wide rather than company-specific, creating asymmetric upside on fundamentally intact names.
Космос
Лонг
05 авг
$130.48
+4.2%
Author expresses deep conviction bullish view on AAOI as a producer of optical transceivers tied to global fiber-optic network expansion, framed as a structural multi-year theme.
ИИ-фотоника
Лонг
11 фев
$27.44
+229.1%
Buy AXTI as the dominant pure-play InP substrate supplier positioned to benefit from AI data center photonics demand surge; Feb 19 earnings catalyst with management citing strong backlog, capacity doubling in H2 2026, and competitive advantage over Japanese rivals facing export restrictions.
ИИ-фотоника
Лонг
08 фев
$16.89
+57.9%
Buy ZETA as it trades at a significant discount to intrinsic value despite strong fundamentals and clear growth trajectory; market's short-term fear creates a long-term entry opportunity.
ПО для ИИ
Лонг
07 фев
$34.99
+26.4%
Buy IONQ as a category leader in quantum computing; author argues post-crash prices offer asymmetric upside ahead of the next growth cycle.
Квант
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У pepinveststocks на Buzzberg отслеживается 57 торговых идей по 57 тикерам с января 2026. винрейт 58% по 55 оцененным сигналам, средняя доходность +17.8%. #13 в рейтинге Buzzberg Alpha. Чаще всего покрывает: SIVE, ONDS, TE.
