Сигналы
13
#1122
Альфа-оценка 2.3
Seo Dong-ju
Ведущий
Винрейт
15.4%
доходность
-21.8%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
13 мая
$81189.00
-22.0%
The CLARITY Act is a positive catalyst for Bitcoin. Its passage is not yet fully priced into the market, so when the act passes, Bitcoin is likely to rise.
Криптоактивы
Лонг
29 июн
$2560000.00
-41.1%
Chainlink's infrastructure thesis is valid, but it is not yet time to buy because the Clarity Act catalyst remains uncertain and may be delayed until late next year. Meanwhile, memory semiconductor stocks are reporting strong earnings right now, offering immediate upside and making them a better near-term capital allocation than waiting for Chainlink's trigger. The investor should favor Samsung Electronics, SK hynix, and Micron for current action.
Память для ИИ
Лонг
12 авг
$1.96
+1.5%
Users who try Morpho's vault service (Morpho Blue, Morpho Vaults) find it greatly simplifies DeFi yield and are buying the Morpho token (MOPH) because they believe the project will succeed; the platform has already integrated with Coinbase and Robinhood, and its differentiated curated vault structure is driving rapid adoption and price appreciation.
Криптоактивы
Лонг
21 июл
$69.49
+2.2%
If tokenized collateral and real-time settlement free up large amounts of idle capital currently tied up as clearing-fund collateral, US banks and brokerage houses will enjoy improved capital efficiency and a structural tailwind for their stocks.
Тематические ETF
Лонг
29 июн
$317750.00
-19.6%
Chainlink's infrastructure thesis is valid, but it is not yet time to buy because the Clarity Act catalyst remains uncertain and may be delayed until late next year. Meanwhile, memory semiconductor stocks are reporting strong earnings right now, offering immediate upside and making them a better near-term capital allocation than waiting for Chainlink's trigger. The investor should favor Samsung Electronics, SK hynix, and Micron for current action.
Память для ИИ
Лонг
29 июн
$1132.33
-19.3%
Chainlink's infrastructure thesis is valid, but it is not yet time to buy because the Clarity Act catalyst remains uncertain and may be delayed until late next year. Meanwhile, memory semiconductor stocks are reporting strong earnings right now, offering immediate upside and making them a better near-term capital allocation than waiting for Chainlink's trigger. The investor should favor Samsung Electronics, SK hynix, and Micron for current action.
Память для ИИ
Лонг
09 июн
$40.95
-24.5%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
NeoCloud
Лонг
09 июн
$24.29
-26.5%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
Криптомайнеры
Лонг
09 июн
$16.52
-26.4%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
Криптомайнеры
Лонг
09 июн
$27.15
-23.0%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
Криптомайнеры
Лонг
09 июн
$119.60
-24.0%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
Криптомайнеры
Лонг
09 июн
$59.19
-26.6%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
NeoCloud
Лонг
09 июн
$25.86
-33.5%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
Криптомайнеры
Показано 13 из 13 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Seo Dong-ju на Buzzberg отслеживается 13 торговых идей по 13 тикерам с мая 2026. #1122 в рейтинге Buzzberg Alpha. Чаще всего покрывает: BTC, 000660.KS, HUT.
