Сигналы
9
#864
Альфа-оценка 32.3
Pooja Malik
Ведущий, CoinDesk TV
Винрейт
55.6%
доходность
-1.1%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
21 апр
$55.87
+16.0%
Upstream oil producers in Saudi Arabia are attractive because oil prices are elevated and energy demand has become front and center. Countries are stockpiling and will continue to do so, making stable energy exposure a good structural holding even if the conflict resolves in weeks.
Тематические ETF
Лонг
29 мая
$124.22
-9.3%
China is likely to see AI software winners rather than hardware winners, and Alibaba and Tencent are the largest software companies in China that have not run up like hardware stocks. Alibaba's open-source model is widely downloaded and they have a full-stack AI development, making them attractive as AI plays in China.
Ритейл и мобильность
Лонг
29 мая
$54.60
+2.8%
China is likely to see AI software winners rather than hardware winners, and Alibaba and Tencent are the largest software companies in China that have not run up like hardware stocks. Alibaba's open-source model is widely downloaded and they have a full-stack AI development, making them attractive as AI plays in China.
Интернет-платформы
Лонг
29 мая
$129.09
+9.3%
Oil and upstream energy are good places to be for diversification because the AI buildout creates huge structural demand for energy, providing a long-term tailwind for oil and energy stocks.
Сырьё
Лонг
21 апр
$37.11
-4.7%
China has been largely ignored and has proved more resilient than markets like Korea, Taiwan, or India. A rebound in the domestic story is underway with the property sector bottoming out and domestic travel rebounding, while the AI trade is also helping. This presents a long-term structural opportunity.
Фондовые индексы
Лонг
21 апр
$19.40
-11.0%
The structural trend towards clean energy, renewables, water, and batteries is not going away. During the oil price spike, EV and battery suppliers in China and Korea significantly outperformed, showing they can be diversifying and are supported by long-term demand away from oil.
Тематические ETF
Лонг
21 апр
$35.78
-15.8%
The structural trend towards clean energy, renewables, water, and batteries is not going away. During the oil price spike, EV and battery suppliers in China and Korea significantly outperformed, showing they can be diversifying and are supported by long-term demand away from oil.
Тематические ETF
Лонг
21 апр
$70.54
+1.8%
Within vulnerable markets like Thailand, focus on electronic companies and supply chain manufacturers linked to AI that are seeing strong earnings growth, providing cash certainty amid uncertainty.
Фондовые индексы
Лонг
21 апр
$51.77
+0.7%
The commodity chemical complex in Malaysia is likely to hold up well despite the oil crisis, making it an attractive selective exposure within Asia.
Тематические ETF
Показано 9 из 9 коллов · сортировка по упоминаниям
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У Pooja Malik на Buzzberg отслеживается 9 торговых идей по 9 тикерам с апреля 2026. #864 в рейтинге Buzzberg Alpha. Чаще всего покрывает: XLE, BNO, ICLN.
