Сигналы
10
#69
Альфа-оценка 94.0
semicon_player
Semiconductor Market Commentator
Винрейт
80.0%
доходность
+25.7%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
06 янв
$52.59
+3.9%
Buy AMKR as geopolitical risk drives semiconductor packaging supply chain diversification away from ASE and TSMC; author argues AMKR is the only viable alternative to offset Taiwan/geopolitical exposure, with supply chain tailwinds intensifying.
Производство/оборудование
Лонг
05 янв
$692000.00
+105.9%
Buy SK Hynix (HXSCL) alongside Samsung; speaker explicitly names both as undervalued versus peer group with outstanding semiconductor revenue acting as the re-rating catalyst.
Память для ИИ
Лонг
02 янв
$124400.00
+92.5%
Buy Samsung Electronics via KRW conversion, capturing dual upside from KRW/USD FX gains and ~25% expected equity value appreciation since December 15; speaker frames this as an active buy scenario with a quantified return target.
Память для ИИ
Лонг
11 авг
$2.07
+1.0%
Buy GCTS as a speculative long on the Satellite/NTN silicon layer thesis: GCT's GDM7243i chip is already co-developed with Globalstar, which is being acquired by Amazon for its Leo Direct-to-Device buildout, creating a potential design-win catalyst in 2026Q4–2027Q1 as the network scales.
Прочее
Лонг
28 июл
$197.01
+10.7%
Buy NVDA as the proliferation of open-weight models like Kimi accelerates a structural shift from API consumption to self-hosted AI, driving intensified competition for GPU compute resources and benefiting Nvidia as the dominant infrastructure provider.
ИИ-вычисления
Лонг
24 июл
$319.74
+7.9%
Buy Google; speaker expects a larger reward than a prior comparable period, citing Google's superior organic cash flow generation as a buffer, contingent on Foundation model quality proving competitive.
Гиперскейлеры
Лонг
22 июл
$81.65
+25.7%
Buy CoreWeave on dip as Nvidia's Vera Rubin mass-production launch (embargo lifted) acts as a near-term catalyst; author frames CRWV as the highest-leverage AI neo-cloud name and a real-time sentiment gauge for the AI infrastructure cycle.
NeoCloud
Лонг
06 янв
$9.69
+40.4%
Buy Navitas Semiconductor as the Kyber architecture thesis — flagged a year ago — is now materializing, with the author maintaining a bullish outlook through end of 2026 based on continued product cycle execution.
Силовые полупроводники
Лонг
05 янв
$36.45
-30.5%
Buy DraftKings as societal inequality and AI-driven disruption of traditional career value push more people toward betting/prediction markets; DraftKings, as the legal platform owner, captures structural demand growth from this behavioral shift.
Казино и досуг
Лонг
05 янв
$174.04
-0.3%
Author discloses an existing overnight PLTR position entered at $178, targeting $185 with up to 5% sizing, citing a Palantir defense/AI deployment catalyst (referenced as "airstrike on Maduro"); disclaimer warns readers not to follow.
ПО для ИИ
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У semicon_player на Buzzberg отслеживается 10 торговых идей по 10 тикерам с января 2026. #69 в рейтинге Buzzberg Alpha. Чаще всего покрывает: AMKR, 000660.KS, 005930.KS.
