Сигналы
37
#36
Альфа-оценка 97.1
stockmarketnerd
Винрейт
67.6%
доходность
+14.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
13 мар
$613.42
-7.4%
Speaker frames META bull case as win-win: 'plan A' = great models + product innovation, 'plan B' = give up and FCF explodes higher — both 'pretty awesome' outcomes for shareholders.
Speaker frames META bull case as win-win: 'plan A' = great models + product innovation, 'plan B' = give up and FCF explodes higher — both 'pretty awesome' outcomes for shareholders.
Гиперскейлеры
Лонг
29 апр
$16.93
+12.3%
Long $SOFI — speaker calls it 'impressive', praises 41% revenue growth and 61% EBITDA growth, expresses frustration that market 'yawned' at those results. Core book name with explicit bull defense.
Long $SOFI — speaker calls it 'impressive', praises 41% revenue growth and 61% EBITDA growth, expresses frustration that market 'yawned' at those results. Core book name with explicit bull defense.
Платежи и финтех
Лонг
24 апр
$89.74
+39.8%
Long $NOW — speaker defends ServiceNow against AI-disruption fears by noting 'the thing they're so afraid of disrupting it' (presumably Palantir or another AI co.) runs a portfolio with $NOW as largest position. Core book name.
Long $NOW — speaker defends ServiceNow against AI-disruption fears by noting 'the thing they're so afraid of disrupting it' (presumably Palantir or another AI co.) runs a portfolio with $NOW as largest position. Core book name.
ПО для ИИ
Лонг
30 апр
$383.06
-9.4%
Long $GOOGL — speaker celebrates 'All Time Highs' and defends Sundar from prior calls for his job. Core book name with explicit positive framing.
Long $GOOGL — speaker celebrates 'All Time Highs' and defends Sundar from prior calls for his job. Core book name with explicit positive framing.
Гиперскейлеры
Лонг
04 мая
$147.73
+16.7%
Long $PLTR — speaker calls it 'yet another strong quarter', positive framing of Palantir fundamentals.
Long $PLTR — speaker calls it 'yet another strong quarter', positive framing of Palantir fundamentals.
ПО для ИИ
Лонг
17 мар
$182.78
+17.2%
Speaker endorses NVDA's role in the UBER partnership — 'great driverless software & synthetic data generation'; long-only fundamental writer with positive framing on NVDA's AV-stack capabilities.
Speaker endorses NVDA's role in the UBER partnership — 'great driverless software & synthetic data generation'; long-only fundamental writer with positive framing on NVDA's AV-stack capabilities.
ИИ-вычисления
Лонг
12 мар
$1648.67
+20.8%
Speaker defends MELI bull case — argues Mr. Market wrongly punishing them for long-term focus on e-commerce market share and growth vectors instead of near-term margin optimization; long-only fundamental writer reaffirming bull thesis.
Speaker defends MELI bull case — argues Mr. Market wrongly punishing them for long-term focus on e-commerce market share and growth vectors instead of near-term margin optimization; long-only fundamental writer reaffirming bull thesis.
Ритейл и мобильность
Лонг
18 июн
$242.09
+7.8%
Покупайте AMZN, поскольку AWS выходит на рынок внешних продаж специализированных чипов, следуя примеру GOOGL; спикер ожидает, что в ближайшей перспективе это станет существенным новым источником дохода для AWS.
Покупайте AMZN, поскольку AWS выходит на рынок внешних продаж специализированных чипов, следуя примеру GOOGL; спикер ожидает, что в ближайшей перспективе это станет существенным новым источником дохода для AWS.
Гиперскейлеры
Лонг
07 мая
$109.60
+40.3%
Strong beat & raise from Shopify; speaker bullishly catalogs 6 software names with 'upbeat forward-looking backlog & retention'.
Strong beat & raise from Shopify; speaker bullishly catalogs 6 software names with 'upbeat forward-looking backlog & retention'.
Ритейл и мобильность
Лонг
07 мая
$182.54
+21.9%
Long $DDOG — speaker calls it 'an excellent quarter', explicit positive framing of fundamentals.
ПО для ИИ
Лонг
30 апр
$80.10
+106.0%
Long $TEAM — speaker cites Atlassian results as evidence 'AI isn't killing software', bullish defense of the name implicit by inclusion.
Long $TEAM — speaker cites Atlassian results as evidence 'AI isn't killing software', bullish defense of the name implicit by inclusion.
ПО для ИИ
Лонг
17 мар
$65.79
-17.4%
Speaker endorses Morgan Stanley upgrade — calls it 'much deserved sell side love' citing TSLA partnership, car ramp, and underwriting discipline; long-only fundamental writer expressing bullish conviction.
Speaker endorses Morgan Stanley upgrade — calls it 'much deserved sell side love' citing TSLA partnership, car ramp, and underwriting discipline; long-only fundamental writer expressing bullish conviction.
Страхование
Лонг
14 мая
$12.52
+20.9%
Long $NU — Mexico turned net income positive; big milestone, good proof point for Brazil model working in many more places. Bullish citation of leadership.
Long $NU — Mexico turned net income positive; big milestone, good proof point for Brazil model working in many more places. Bullish citation of leadership.
Платежи и финтех
Лонг
30 апр
$172.00
+30.2%
Long $TWLO — speaker cites Twilio results as evidence 'AI isn't killing software', bullish framing of software sector resilience.
Long $TWLO — speaker cites Twilio results as evidence 'AI isn't killing software', bullish framing of software sector resilience.
ПО для ИИ
Лонг
30 апр
$149.50
+8.0%
Long $RDDT — speaker calls it a 'strong $RDDT quarter' with bullish emphasis (👀).
Интернет-платформы
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У stockmarketnerd на Buzzberg отслеживается 37 торговых идей по 37 тикерам с марта 2026. винрейт 68% по 37 оцененным сигналам, средняя доходность +14.6%. #36 в рейтинге Buzzberg Alpha. Чаще всего покрывает: META, SOFI, NOW.
