Сигналы
95
#1120
Альфа-оценка 12.2
Ram Ahluwalia
Генеральный директор, Lumida Wealth
Винрейт
51.1%
доходность
-2.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
30 янв
$191.07
-4.8%
Buy NVDA as hyperscaler capex ramps (Meta, MSFT, Amazon/OpenAI) drive accelerating GPU demand into 2027; author views consensus 60% EPS growth as understated and re-added exposure during the Mag 7 correction.
Buy NVDA as hyperscaler capex ramps (Meta, MSFT, Amazon/OpenAI) drive accelerating GPU demand into 2027; author views consensus 60% EPS growth as understated and re-added exposure during the Mag 7 correction.
ИИ-вычисления
Лонг
29 янв
$433.98
+15.5%
Buy MSFT as Amazon's $50B OpenAI investment removes near-term counterparty risk overhang; at 24-25x NTM PE on ~20% earnings growth, valuation is reasonable and the catalyst unlocks a relief rally across the OpenAI-adjacent complex.
Buy MSFT as Amazon's $50B OpenAI investment removes near-term counterparty risk overhang; at 24-25x NTM PE on ~20% earnings growth, valuation is reasonable and the catalyst unlocks a relief rally across the OpenAI-adjacent complex.
Гиперскейлеры
Лонг
29 янв
$738.31
-3.3%
Buy META as 50% ad revenue growth over two years validates durable digital monetization tailwinds; structural shift of consumer attention online supports continued revenue expansion.
Buy META as 50% ad revenue growth over two years validates durable digital monetization tailwinds; structural shift of consumer attention online supports continued revenue expansion.
Гиперскейлеры
Лонг
22 янв
$300.29
-5.1%
Author discloses a new long position in ADBE; no catalyst stated beyond the purchase itself.
ПО для ИИ
Лонг
19 апр
$710.14
+7.3%
Buy equities on dips — Trump's pragmatic, market-sensitive decision-making and willingness to back down from escalation (the "Trump Put") means geopolitical fear spikes are fading opportunities, with the S&P floor holding.
Buy equities on dips — Trump's pragmatic, market-sensitive decision-making and willingness to back down from escalation (the "Trump Put") means geopolitical fear spikes are fading opportunities, with the S&P floor holding.
Фондовые индексы
Лонг
19 мар
$483.56
+3.8%
Buy BRK.B on the pullback from post-Buffett-final-meeting euphoria; author reverses prior max-bearish stance, citing the sentiment-driven decline as having created a near-term entry opportunity.
Buy BRK.B on the pullback from post-Buffett-final-meeting euphoria; author reverses prior max-bearish stance, citing the sentiment-driven decline as having created a near-term entry opportunity.
Рынки капитала
Лонг
23 апр
$184.00
+2.3%
Buy ACN as the OpenAI partnership validates that AI labs need enterprise integrators, not replace them; stock has been oversold on disruption fears, trades at a 10-year valuation low with 11% FCF yield and 10%+ expected EPS growth.
Buy ACN as the OpenAI partnership validates that AI labs need enterprise integrators, not replace them; stock has been oversold on disruption fears, trades at a 10-year valuation low with 11% FCF yield and 10%+ expected EPS growth.
ПО для ИИ
Лонг
01 апр
$123.65
+14.1%
Buy oil exposure as a widening spread between US paper prices ($100) and Oman physical prices ($170) signals suppressed US benchmarks and a strengthening inflation impulse supporting a higher-for-longer oil price regime.
Buy oil exposure as a widening spread between US paper prices ($100) and Oman physical prices ($170) signals suppressed US benchmarks and a strengthening inflation impulse supporting a higher-for-longer oil price regime.
Сырьё
Лонг
09 мар
$94.39
+10.9%
Buy UAL as oil price shock is viewed as temporary, travel demand remains intact, and the stock trades at a deeply discounted 7x forward PE — contrarian buy against consensus bearishness.
Buy UAL as oil price shock is viewed as temporary, travel demand remains intact, and the stock trades at a deeply discounted 7x forward PE — contrarian buy against consensus bearishness.
Авиакомпании
Лонг
30 янв
$337.67
+22.8%
Buy TSM as a direct beneficiary of the hyperscaler CapEx arms race; named alongside NVDA as an obvious winner of accelerating AI infrastructure spending.
Buy TSM as a direct beneficiary of the hyperscaler CapEx arms race; named alongside NVDA as an obvious winner of accelerating AI infrastructure spending.
Производство/оборудование
Лонг
14 мая
$155.78
-7.1%
Buy Reddit as a monetization re-rating catalyst; author argues the asset is undermonetized relative to its top-7 global traffic ranking, with an OpenAI deal renegotiation as the near-term catalyst and a technical entry signal confirmed by short-term momentum.
Buy Reddit as a monetization re-rating catalyst; author argues the asset is undermonetized relative to its top-7 global traffic ranking, with an OpenAI deal renegotiation as the near-term catalyst and a technical entry signal confirmed by short-term momentum.
Интернет-платформы
Лонг
22 апр
$915.81
+26.6%
Buy LLY after covering short — de-grossing/crowding overhang has cleared, and price found support at the 200-day moving average with a hammer candle, signaling a technical reversal entry in a bull market.
Buy LLY after covering short — de-grossing/crowding overhang has cleared, and price found support at the 200-day moving average with a hammer candle, signaling a technical reversal entry in a bull market.
GLP-1 / Ожирение
Лонг
09 мар
$21.71
-40.1%
Buy QXO alongside homebuilder theme; Brad Jacobs-led building supply roll-up benefited from oil-driven sector selloff creating an entry point in a quality compounder.
Buy QXO alongside homebuilder theme; Brad Jacobs-led building supply roll-up benefited from oil-driven sector selloff creating an entry point in a quality compounder.
Строительство/инфраструктура
Лонг
03 мар
$88.49
+13.9%
Buy GoDaddy as author adds to existing position, citing software stocks holding up and rising against expectations of a selloff — a contrarian resilience signal in the group.
Buy GoDaddy as author adds to existing position, citing software stocks holding up and rising against expectations of a selloff — a contrarian resilience signal in the group.
Интернет-платформы
Лонг
22 янв
$319.50
-21.1%
Author discloses a new long position in HUBS; no catalyst stated beyond the purchase itself.
ПО для ИИ
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У Ram Ahluwalia на Buzzberg отслеживается 95 торговых идей по 90 тикерам с января 2026. винрейт 51% по 94 оцененным сигналам, средняя доходность -2.0%. #1120 в рейтинге Buzzberg Alpha. Чаще всего покрывает: NVDA, MSFT, META.
