Сигналы
15
#662
Альфа-оценка 41.5
rosannainvests
Founder, CEO & Chief Investment Strategist, Hydra Wealth Advisors
Винрейт
6.7%
доходность
+0.1%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
09 авг
$135.98
+0.0%
Author holds AAOI as her largest position, framing it as a dark horse beneficiary of the photonics thematic wave following memory — implying a sequenced AI infrastructure catalyst not yet priced in.
ИИ-фотоника
Лонг
09 авг
$384.00
+0.0%
Buy COHR as a direct beneficiary and demand signal of the photonics supply crunch; CEO personally flew to China to address indium phosphide export-license delays, confirming the optical interconnect bottleneck is real and supply-constrained through mid-2027.
ИИ-фотоника
Лонг
09 авг
$249.99
+0.0%
Buy photonics names AAOI and CRDO; author is explicitly long both, citing sector momentum with the view that the trend remains intact until a blowoff top at new all-time highs is confirmed.
ИИ-фотоника
Лонг
09 авг
$9.16
+0.0%
Author discloses ONDS as a current top-5 largest holding, signaling meaningful conviction and ongoing long exposure to the position.
ВПК
Лонг
09 авг
$17.51
+0.0%
Author discloses current long position in CIFR alongside IREN and WULF, endorsing a peer's new position initiation; explicit first-person directional disclosure with minimal independent reasoning.
Криптомайнеры
Лонг
09 авг
$41.55
+0.0%
Author discloses current long position in IREN alongside WULF and CIFR, echoing a peer's substantial adds in the $32–37 range; directional commitment is explicit though no independent catalyst is stated beyond endorsement of the peer's thesis.
NeoCloud
Лонг
09 авг
$17.10
+0.0%
Author discloses current long position in WULF alongside IREN and CIFR, endorsing a peer's new position initiation; explicit first-person directional disclosure with minimal independent reasoning.
Криптомайнеры
Лонг
09 авг
$72.54
+0.0%
Buy ASTS ahead of Monday earnings; stock is mispriced due to sector-wide capital rotation into $SPCX IPO, not fundamentals — record satellite deployment and 3B subscriber commitments are on the books.
Спутниковая связь
Лонг
09 авг
$29.40
+0.0%
Buy BKSY on first-ever EBITDA-positive quarter as a fundamental milestone; stock has been repriced lower due to sector-level capital rotation into $SPCX IPO, not business deterioration, with earnings this week as a near-term catalyst.
Космос
Лонг
09 авг
$26.88
+0.0%
Buy FLY, a confirmed Golden Dome interceptor program selectee, trading below its IPO price — a clear valuation dislocation driven by sector-wide capital rotation into $SPCX rather than any loss of program status.
Космос
Лонг
09 авг
$24.30
+0.0%
Buy PL as backlog exceeding full-year revenue and first-ever profitable year signal fundamental inflection; stock has been dragged lower by sector-wide capital rotation into $SPCX IPO rather than any deterioration in business.
Космос
Лонг
09 авг
$13.61
+0.0%
Buy RDW as 90% revenue growth and repeat military drone reorders confirm strong demand fundamentals; stock has been repriced lower by sector-wide capital rotation into $SPCX IPO, not any loss of military business.
Космос
Лонг
09 авг
$83.88
+0.0%
Buy RKLB into Monday earnings; $663M Space Force contract booked in 9 days is a concrete revenue catalyst while the stock has been repriced lower due to $SPCX IPO-driven sector rotation, not contract deterioration.
Космос
Лонг
09 авг
$895.00
+0.0%
Buy LITE as the dominant EML laser supplier for 1.6T AI optics — five InP fabs still running 30%+ short of demand with a widening gap, backlog extending to 2028, Nvidia's $2B strategic investment, and a revenue ramp from $533M toward $960M+ per quarter targeting $8B annually by 2028.
ИИ-фотоника
Лонг
09 авг
$88.58
+1.9%
Buy AXTI (AXT Inc.) as one of three suppliers controlling 90%+ of indium phosphide wafer production; wafer prices surged ~250% since China imposed export licensing in February 2025, with a supply gap exceeding 70% against AI-driven demand through mid-2027.
ИИ-фотоника
Показано 15 из 15 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У rosannainvests на Buzzberg отслеживается 15 торговых идей по 15 тикерам с августа 2026. винрейт 7% по 15 оцененным сигналам, средняя доходность +0.1%. #662 в рейтинге Buzzberg Alpha. Чаще всего покрывает: AAOI, COHR, CRDO.
