Сигналы
78
#1211
Альфа-оценка 1.2
photonbull
Винрейт
31.2%
доходность
-10.9%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
16 мар
$86.70
-28.2%
Favourite buy-and-hold pick at $87 — part of basket of stocks the speaker explicitly endorses for buy-and-hold strategy.
Favourite buy-and-hold pick at $87 — part of basket of stocks the speaker explicitly endorses for buy-and-hold strategy.
Спутниковая связь
Лонг
06 апр
$9.49
+11.5%
Long $EOS.AX — first-person disclosure; Australian market closed before US recovery, expects catch-up move.
Long $EOS.AX — first-person disclosure; Australian market closed before US recovery, expects catch-up move.
ВПК
Лонг
16 мар
$96.03
+83.6%
Favourite buy-and-hold pick at 98.5 — explicit endorsement as part of speaker's buy-and-hold basket.
Favourite buy-and-hold pick at 98.5 — explicit endorsement as part of speaker's buy-and-hold basket.
ИИ-фотоника
Лонг
16 мар
$128.81
+46.3%
Favourite buy-and-hold pick at 127 — explicit endorsement as part of speaker's buy-and-hold basket.
NeoCloud
Лонг
05 мая
$633.83
+47.4%
Memory finally rerating from commoditized hardware to high growth AI necessities.
Память для ИИ
Лонг
11 мар
$7.33
-42.3%
Still a good long $KRKNF — wasn't expensive at $4.50, now $7.72 and still early; Iran Strait of Hormuz mining is a real tailwind.
Still a good long $KRKNF — wasn't expensive at $4.50, now $7.72 and still early; Iran Strait of Hormuz mining is a real tailwind.
ВПК
Лонг
05 мая
$1361.58
+8.9%
Memory finally rerating from commoditized hardware to high growth AI necessities.
Память для ИИ
Лонг
05 мая
$46.05
+22.2%
Memory finally rerating from commoditized hardware to high growth AI necessities.
Тематические ETF
Лонг
12 мая
$9.05
-8.7%
Favourite defense pick on the Golden Dome $1.2T spend thesis.
ВПК
Лонг
13 июл
$1845000.00
-8.6%
Buy memory sector names as a contrarian play; speaker argues elevated fear/pessimism in the memory space creates a buying opportunity across the group.
Buy memory sector names as a contrarian play; speaker argues elevated fear/pessimism in the memory space creates a buying opportunity across the group.
Память для ИИ
Лонг
30 мая
$175.54
-8.0%
Buy RDDT as the market misprices it as a declining social media name; the 2027 AI data licensing renewal represents a concrete repricing catalyst from ~$60M to ~$400M annually at 90%+ gross margins, a high-margin annuity the current multiple ignores entirely.
Buy RDDT as the market misprices it as a declining social media name; the 2027 AI data licensing renewal represents a concrete repricing catalyst from ~$60M to ~$400M annually at 90%+ gross margins, a high-margin annuity the current multiple ignores entirely.
Интернет-платформы
Лонг
17 мая
$21.36
-9.5%
Market frames FCEL as next BE — same secular driver (behind-the-meter baseload power for AI data centers stuck in 5-7yr interconnect queues), different tech, much earlier innings; Q1'26 revenue $30.5M up substantially.
Market frames FCEL as next BE — same secular driver (behind-the-meter baseload power for AI data centers stuck in 5-7yr interconnect queues), different tech, much earlier innings; Q1'26 revenue $30.5M up substantially.
Чистая энергетика
Лонг
27 мар
$7.23
+10.1%
Bought the dip on $OPTX today to start a position; high-beta dropped on risk-off but asymmetry is real if US goes boots-on-the-ground in Iran; market is missing the connection.
Bought the dip on $OPTX today to start a position; high-beta dropped on risk-off but asymmetry is real if US goes boots-on-the-ground in Iran; market is missing the connection.
ИИ-фотоника
Лонг
20 мая
$5.04
-27.4%
Long $AMPG; small-cap RF design firm with 165% YoY revenue growth and a tailwind from the SpaceX IPO, creating a momentum-driven opportunity.
Long $AMPG; small-cap RF design firm with 165% YoY revenue growth and a tailwind from the SpaceX IPO, creating a momentum-driven opportunity.
ИИ-фотоника
Лонг
12 мая
$118.89
-43.3%
Favourite space pick on the Golden Dome $1.2T spend thesis.
Космос
Показано 15 из 78 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У photonbull на Buzzberg отслеживается 78 торговых идей по 77 тикерам с марта 2026. винрейт 31% по 77 оцененным сигналам, средняя доходность -10.9%. #1211 в рейтинге Buzzberg Alpha. Чаще всего покрывает: ASTS, EOS.AX, AAOI.
