Сигналы
67
#64
Альфа-оценка 95.1
SeekingAlpha
Платформа финансовых новостей и аналитики
Винрейт
65.7%
доходность
+18.9%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
11 мар
$419.43
+121.4%
The author is signaling extremely high conviction for a long position in Micron, viewing it as a compelling buy ahead of its upcoming Q2 earnings report.
The author is signaling extremely high conviction for a long position in Micron, viewing it as a compelling buy ahead of its upcoming Q2 earnings report.
Память для ИИ
Лонг
12 мар
$671.25
+13.5%
The trade is to be long the S&P 500 as the author believes the established uptrend will continue, dismissing bearish arguments.
The trade is to be long the S&P 500 as the author believes the established uptrend will continue, dismissing bearish arguments.
Фондовые индексы
Лонг
12 мар
$402.97
+24.3%
The author recommends buying Microsoft on its current dip, viewing the long-term fundamentals as more important than recent price weakness.
The author recommends buying Microsoft on its current dip, viewing the long-term fundamentals as more important than recent price weakness.
Гиперскейлеры
Лонг
12 мар
$183.00
+18.8%
The author believes the partnership with Palantir will be a massive, long-term driver of value for Nvidia's stock.
The author believes the partnership with Palantir will be a massive, long-term driver of value for Nvidia's stock.
ИИ-вычисления
Лонг
17 мар
$317.90
+16.6%
The author suggests buying Broadcom as its recent price weakness is caused by poor sentiment rather than fundamentals, presenting a favorable entry point.
The author suggests buying Broadcom as its recent price weakness is caused by poor sentiment rather than fundamentals, presenting a favorable entry point.
ASIC для ИИ
Лонг
14 мар
$112.66
+75.6%
The author suggests that the market's positive reaction to Nvidia's investment in Nebius is overblown and does not guarantee future stock performance.
The author suggests that the market's positive reaction to Nvidia's investment in Nebius is overblown and does not guarantee future stock performance.
NeoCloud
Лонг
13 мар
$116.78
+59.7%
The stock is a buy based on a quantitative system flagging extremely high revenue growth, strong margins, and numerous positive earnings revisions.
The stock is a buy based on a quantitative system flagging extremely high revenue growth, strong margins, and numerous positive earnings revisions.
ИИ-фотоника
Лонг
12 мар
$203.10
+126.1%
The author is upgrading AMD based on the belief that the company is well-positioned to benefit from the emerging "Agentic AI" trend.
The author is upgrading AMD based on the belief that the company is well-positioned to benefit from the emerging "Agentic AI" trend.
ИИ-вычисления
Лонг
11 мар
$162.65
-13.2%
The author suggests a long position in Oracle, believing there is significant upside potential that outweighs the risks of its high capital expenditures and debt load.
The author suggests a long position in Oracle, believing there is significant upside potential that outweighs the risks of its high capital expenditures and debt load.
Гиперскейлеры
Лонг
28 мар
$610.00
+150.3%
Sandisk is a buy because it is positioned to win following Alphabet's disruptive impact on the memory trade sector.
Sandisk is a buy because it is positioned to win following Alphabet's disruptive impact on the memory trade sector.
Память для ИИ
Лонг
20 мар
$30.61
+13.8%
The author suggests a long position in SCHD as a way to benefit from an anticipated market rotation into high-quality, dividend-yielding equities.
The author suggests a long position in SCHD as a way to benefit from an anticipated market rotation into high-quality, dividend-yielding equities.
Фондовые индексы
Лонг
16 мар
$632.15
-8.7%
The author makes a clear, long-term bullish call on Meta, arguing it is the best-positioned company among its hyperscaler peers for the coming years.
The author makes a clear, long-term bullish call on Meta, arguing it is the best-positioned company among its hyperscaler peers for the coming years.
Гиперскейлеры
Лонг
25 мар
$16.72
+2.2%
Buy SOFI following the ~25% post-earnings drop, as the company's shift toward fee-based and tech platform revenue is driving margin expansion and promising long-term EPS growth.
Buy SOFI following the ~25% post-earnings drop, as the company's shift toward fee-based and tech platform revenue is driving margin expansion and promising long-term EPS growth.
Платежи и финтех
Лонг
17 мар
$83.70
-3.0%
The author presents a "Strong Buy" case for CoreWeave ($CRWV), targeting contrarian investors based on the company's proven high-growth trajectory.
The author presents a "Strong Buy" case for CoreWeave ($CRWV), targeting contrarian investors based on the company's proven high-growth trajectory.
NeoCloud
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У SeekingAlpha на Buzzberg отслеживается 67 торговых идей по 67 тикерам с февраля 2026. винрейт 66% по 67 оцененным сигналам, средняя доходность +18.9%. #64 в рейтинге Buzzberg Alpha. Чаще всего покрывает: MU, SPY, MSFT.
