Сигналы
23
#613
Альфа-оценка 50.0
sandeman52
Винрейт
60.9%
доходность
+1.8%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
06 янв
$94.07
+8.6%
Speculative partnership with AVRIDE and NVDA backing provides a scaling catalyst; long NBIS on potential accelerated growth.
Speculative partnership with AVRIDE and NVDA backing provides a scaling catalyst; long NBIS on potential accelerated growth.
NeoCloud
Лонг
17 янв
$115.77
-46.2%
Author discloses current long position in AST SpaceMobile alongside NBIS and RKLB, having exited HIMS; no specific catalyst stated beyond active portfolio holding.
Author discloses current long position in AST SpaceMobile alongside NBIS and RKLB, having exited HIMS; no specific catalyst stated beyond active portfolio holding.
Спутниковая связь
Лонг
07 янв
$83.69
+6.2%
Author discloses an existing large options position (50 $40 calls expiring Jan 2027) in RKLB, reflecting sustained long-term bullish conviction on Rocket Lab.
Author discloses an existing large options position (50 $40 calls expiring Jan 2027) in RKLB, reflecting sustained long-term bullish conviction on Rocket Lab.
Космос
Лонг
11 апр
$19.43
+35.8%
Buy HIMS as two specific overhangs have resolved — a lawsuit dismissal and a new partnership announcement — improving the risk/reward profile from the speaker's perspective.
GLP-1 / Ожирение
Лонг
07 мая
$51.20
+210.1%
Buying MRNA July $60 calls as a defined-risk hedge against a new virus gaining traction, citing the company's prior vaccine work; base case is fade/expiration.
Фарма и биотех
Лонг
19 янв
$94.95
-52.9%
Author discloses a current smaller equity position in OKLO, indicating an ongoing directional long with lower conviction relative to NBIS.
Author discloses a current smaller equity position in OKLO, indicating an ongoing directional long with lower conviction relative to NBIS.
Энергосетевое оборудование
Лонг
01 июл
$86.10
+2.9%
Buy CRWV on the -13% selloff; META extended its CRWV commitment to $35B through 2032 just weeks ago and added 1.6GW of capacity — the unverified Bloomberg neocloud story does not change this contracted demand, making the dip an overreaction.
Buy CRWV on the -13% selloff; META extended its CRWV commitment to $35B through 2032 just weeks ago and added 1.6GW of capacity — the unverified Bloomberg neocloud story does not change this contracted demand, making the dip an overreaction.
NeoCloud
Лонг
19 мая
$244.30
+16.0%
Author recommends buying ALAB as a long-term winner, offered in response to a direct request for ideas, though stated with slightly less conviction than NBIS.
ASIC для ИИ
Лонг
12 янв
$17.68
-8.0%
Buy NBIS, IREN, CIFR as data center capex of $3T by 2030 creates abundant opportunity; sector is not zero-sum.
Buy NBIS, IREN, CIFR as data center capex of $3T by 2030 creates abundant opportunity; sector is not zero-sum.
Криптомайнеры
Лонг
12 янв
$50.67
+11.9%
Buy NBIS, IREN, CIFR as data center capex of $3T by 2030 creates abundant opportunity; sector is not zero-sum.
Buy NBIS, IREN, CIFR as data center capex of $3T by 2030 creates abundant opportunity; sector is not zero-sum.
NeoCloud
Лонг
28 июл
$184.71
+18.1%
Buy BE as a real-time proxy for AI data center demand — strong earnings beat and raised full-year guidance with explicit hyperscaler/AI customer acceleration directly refutes the narrative that AI infrastructure buildout has stalled.
Buy BE as a real-time proxy for AI data center demand — strong earnings beat and raised full-year guidance with explicit hyperscaler/AI customer acceleration directly refutes the narrative that AI infrastructure buildout has stalled.
Чистая энергетика
Лонг
30 июн
$63.15
-44.5%
Buy SIVE as a long-term hold; author cites an active capital raise to expand manufacturing capacity as the core growth catalyst, with a multi-decade investment horizon.
Buy SIVE as a long-term hold; author cites an active capital raise to expand manufacturing capacity as the core growth catalyst, with a multi-decade investment horizon.
ИИ-фотоника
Лонг
26 фев
$184.89
+15.8%
NVDA is a long into post-earnings weakness: the quarter crushed expectations, the downside move is not to be trusted, and a 5%+ rebound is expected by Monday, lifting the AI trade.
ИИ-вычисления
Шорт
16 янв
$155.54
+6.1%
Short DUOL as AI commoditizes language learning, eroding Duolingo's addressable market; the product serves a discretionary, shrinking niche that AI tools increasingly replace for free.
Short DUOL as AI commoditizes language learning, eroding Duolingo's addressable market; the product serves a discretionary, shrinking niche that AI tools increasingly replace for free.
Интернет-платформы
Лонг
13 авг
$41.35
-6.5%
Buy SMCI as the author explicitly endorses the stock's earnings as a strong positive signal for AI infrastructure demand, dismissing the bear case as unfounded.
Оборудование для ИИ
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У sandeman52 на Buzzberg отслеживается 23 торговых идей по 21 тикерам с января 2026. винрейт 61% по 23 оцененным сигналам, средняя доходность +1.8%. #613 в рейтинге Buzzberg Alpha. Чаще всего покрывает: NBIS, ASTS, RKLB.
