Сигналы
4
Que Nguyen
Партнер и главный инвестиционный директор по стратегиям акций, Research Affiliates
Винрейт
75.0%
доходность
+4.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
29 апр
$426.30
+15.1%
Big tech names like Meta, Alphabet, and Microsoft have lagged over the past 6-12 months, but their earnings are solid and fundamentals attractive. After a period of overvaluation, these high-quality names can now be picked up at more reasonable valuations, presenting a buying opportunity. His active strategies own or are buying these names.
Гиперскейлеры
Лонг
29 апр
$63.40
+3.9%
Emerging markets and non-US equities offer more reasonable valuations than the S&P 500, which is dominated by expensive mega-cap tech. Dollar strength is partly a safe-haven flow that should fade as global stability improves, and fundamentals in EM remain strong, making them attractive for long-term diversified portfolios.
Фондовые индексы
Лонг
29 апр
$345.92
+8.9%
Big tech names like Meta, Alphabet, and Microsoft have lagged over the past 6-12 months, but their earnings are solid and fundamentals attractive. After a period of overvaluation, these high-quality names can now be picked up at more reasonable valuations, presenting a buying opportunity. His active strategies own or are buying these names.
Гиперскейлеры
Лонг
29 апр
$669.75
-11.9%
Big tech names like Meta, Alphabet, and Microsoft have lagged over the past 6-12 months, but their earnings are solid and fundamentals attractive. After a period of overvaluation, these high-quality names can now be picked up at more reasonable valuations, presenting a buying opportunity. His active strategies own or are buying these names.
Гиперскейлеры
Показано 4 из 4 коллов · сортировка по упоминаниям
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У Que Nguyen на Buzzberg отслеживается 4 торговых идей по 4 тикерам с апреля 2026. Чаще всего покрывает: MSFT, META, GOOGL.
