Сигналы
37
#129
Альфа-оценка 89.6
tacticzh
Винрейт
61.1%
доходность
+9.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
03 янв
$52.39
-7.3%
Buy NVO due to unjustified sell‑off, cheap valuation (12.5x forward P/E), strong GLP‑1 pipeline including Wegovy pill approval, and multiple catalysts (Cargrisema, high‑dose Wegovy).
Buy NVO due to unjustified sell‑off, cheap valuation (12.5x forward P/E), strong GLP‑1 pipeline including Wegovy pill approval, and multiple catalysts (Cargrisema, high‑dose Wegovy).
GLP-1 / Ожирение
Лонг
05 янв
$1189.95
+46.8%
Holds ASML as core long-term position, bought at 25x PE, expects further upside as it enters price discovery mode near all-time highs.
Holds ASML as core long-term position, bought at 25x PE, expects further upside as it enters price discovery mode near all-time highs.
Производство/оборудование
Лонг
03 янв
$89.95
+147.0%
Author names NBIS as a top idea pick (3rd place) in response to a best-ideas question, implying a bullish view with minimal elaboration.
Author names NBIS as a top idea pick (3rd place) in response to a best-ideas question, implying a bullish view with minimal elaboration.
NeoCloud
Лонг
03 янв
$14.07
+10.4%
Author names DLO as a top idea pick (2nd place) in response to a best-ideas question, implying a bullish view with minimal elaboration.
Author names DLO as a top idea pick (2nd place) in response to a best-ideas question, implying a bullish view with minimal elaboration.
Платежи и финтех
Лонг
07 янв
$3208.74
-4.1%
Author identifies these seven names as superior risk/reward setups versus crowded momentum stocks, citing a preference for undervalued, overlooked companies over richly priced momentum plays heading into early 2026.
Author identifies these seven names as superior risk/reward setups versus crowded momentum stocks, citing a preference for undervalued, overlooked companies over richly priced momentum plays heading into early 2026.
ПО для ИИ
Лонг
05 янв
$330.69
+26.3%
Author discloses TSM as a current core holding, indicating an ongoing long position; no specific catalyst stated beyond general conviction.
Author discloses TSM as a current core holding, indicating an ongoing long position; no specific catalyst stated beyond general conviction.
Производство/оборудование
Лонг
03 янв
$226.50
+15.2%
Buy AMZN as the best mega-cap now; valuation near decade-low EV/EBITDA multiple offers a compelling entry point relative to historical norms.
Buy AMZN as the best mega-cap now; valuation near decade-low EV/EBITDA multiple offers a compelling entry point relative to historical norms.
Гиперскейлеры
Лонг
02 фев
$427.85
+14.7%
MSFT at 24.5x forward earnings is historically a good entry point, suggesting a quality company on sale.
MSFT at 24.5x forward earnings is historically a good entry point, suggesting a quality company on sale.
Гиперскейлеры
Лонг
22 фев
$417.48
+3.2%
Buy SPGI as a high‑quality company down 52% from ATH with a forward P/E of 21, reflecting discounted valuation.
Buy SPGI as a high‑quality company down 52% from ATH with a forward P/E of 21, reflecting discounted valuation.
Рынки капитала
Лонг
02 янв
$315.39
+10.1%
Author discloses an existing GOOGL long position and explicitly states they are holding with conviction, framing it as a high-conviction decision to outperform.
Author discloses an existing GOOGL long position and explicitly states they are holding with conviction, framing it as a high-conviction decision to outperform.
Гиперскейлеры
Лонг
04 июл
$96.27
+24.2%
Author added 35% to Alibaba position at $95.50 in June; China/EM equities cited as one of the most appealing sectors for building long-term positions at current valuations.
Author added 35% to Alibaba position at $95.50 in June; China/EM equities cited as one of the most appealing sectors for building long-term positions at current valuations.
Ритейл и мобильность
Лонг
07 янв
$5.22
-19.0%
Author discloses a current long position in KRKNF but explicitly ranks it below NVO, NBIS, and DLO in terms of potential; lower-conviction holding disclosure.
Author discloses a current long position in KRKNF but explicitly ranks it below NVO, NBIS, and DLO in terms of potential; lower-conviction holding disclosure.
ВПК
Лонг
04 янв
$131.49
-6.5%
Buy SE as the company's profitability inflection — turning cash-generative after a decade of 55% revenue CAGR — represents a fundamental re-rating catalyst from growth-at-a-loss to self-funding compounder.
Buy SE as the company's profitability inflection — turning cash-generative after a decade of 55% revenue CAGR — represents a fundamental re-rating catalyst from growth-at-a-loss to self-funding compounder.
Гейминг и развлечения
Лонг
25 мая
$55.30
-12.1%
Buy ALSTI for its transition into explosion protection valves for BESS systems, with 40%+ CAGR, major clients (Tesla, Fluence, CATL), healthy cash, and family ownership—undervalued microcap with room to double/triple.
Buy ALSTI for its transition into explosion protection valves for BESS systems, with 40%+ CAGR, major clients (Tesla, Fluence, CATL), healthy cash, and family ownership—undervalued microcap with room to double/triple.
Промавтоматизация
Лонг
11 мар
$114.89
+9.2%
Long NOW — heavily sold off in SaaS meltdown; one of the handful of SaaS companies that fits the criteria for surviving the AI shift; not cheap but worth picking.
Long NOW — heavily sold off in SaaS meltdown; one of the handful of SaaS companies that fits the criteria for surviving the AI shift; not cheap but worth picking.
ПО для ИИ
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У tacticzh на Buzzberg отслеживается 37 торговых идей по 37 тикерам с января 2026. винрейт 61% по 36 оцененным сигналам, средняя доходность +9.0%. #129 в рейтинге Buzzberg Alpha. Чаще всего покрывает: NVO, ASML, NBIS.
