Сигналы
107
#231
Альфа-оценка 81.2
temple_eight
AI Photonics Trader
Винрейт
41.9%
доходность
+4.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
30 апр
$28.59
+103.3%
Long Penguin Solutions ($PENG) — extremely undervalued competitor to $SMCI; MemoryAI CXL KV Cache server launched March 2026 is greatest edge.
Long Penguin Solutions ($PENG) — extremely undervalued competitor to $SMCI; MemoryAI CXL KV Cache server launched March 2026 is greatest edge.
Оборудование для ИИ
Шорт
09 мар
$607.76
-16.6%
Sold short some NQ futures at the open, that is all.
Фондовые индексы
Лонг
16 апр
$23.00
+188.5%
Long Maxlinear ($MXL) — already climbing; ongoing bullish position update.
ИИ-фотоника
Шорт
26 фев
$69.13
+41.1%
Tepper big mad at Whirlpool, he's massive long & we're short. Even the best can be too early; credit cycle has to turn first (ongoing short position confirming active short).
Tepper big mad at Whirlpool, he's massive long & we're short. Even the best can be too early; credit cycle has to turn first (ongoing short position confirming active short).
Ритейл и мобильность
Лонг
24 фев
$10.80
+6.5%
Released investment thesis on CLF Cleveland-Cliffs. Outlines hidden bottleneck of Grain Oriented Electrical Steel (GOES), key material for transformers which can't be made fast enough for data center driven demand.
Released investment thesis on CLF Cleveland-Cliffs. Outlines hidden bottleneck of Grain Oriented Electrical Steel (GOES), key material for transformers which can't be made fast enough for data center driven demand.
Металлы/добыча
Лонг
10 июн
$691.59
+2.8%
Buy QQQ at technical support in the 660-665 zone; author identifies this price range as a meaningful chart level to initiate a long position.
Buy QQQ at technical support in the 660-665 zone; author identifies this price range as a meaningful chart level to initiate a long position.
Фондовые индексы
Лонг
22 мар
$103.40
+118.8%
Credo just walked out of the OFC/GTC gauntlet with ultimate receipts: their 1.6T ZeroFlap AECs are officially key part of interconnects for NVIDIA's Vera Rubin NVL144 and Kyber Ultra NVL576. Credo owns next 36 months of the interconnect.
Credo just walked out of the OFC/GTC gauntlet with ultimate receipts: their 1.6T ZeroFlap AECs are officially key part of interconnects for NVIDIA's Vera Rubin NVL144 and Kyber Ultra NVL576. Credo owns next 36 months of the interconnect.
ИИ-фотоника
Шорт
10 мар
$45.88
-47.2%
If you wanted to short an optical name, hard pressed to find a better one than AXTI. Just a matter of time before China clamps down on InP exports altogether, would bring stock down to single digits.
If you wanted to short an optical name, hard pressed to find a better one than AXTI. Just a matter of time before China clamps down on InP exports altogether, would bring stock down to single digits.
ИИ-фотоника
Шорт
11 мар
$43.94
-12.0%
Bank OZK presented as the next SVB regional bank domino to fall - linked thesis published.
Банки
Лонг
06 июл
$186.19
-13.8%
Buy QCOM as its AI200/AI250 inference chips target TCO-sensitive deployments, anchor customer Humain is deploying 200MW of AI200 racks in Saudi Arabia starting 2026, and the $2.4B Alphawave acquisition provides the low-latency SerDes/interconnect IP that is the critical bottleneck in disaggregated LLM inference.
Buy QCOM as its AI200/AI250 inference chips target TCO-sensitive deployments, anchor customer Humain is deploying 200MW of AI200 racks in Saudi Arabia starting 2026, and the $2.4B Alphawave acquisition provides the low-latency SerDes/interconnect IP that is the critical bottleneck in disaggregated LLM inference.
ASIC для ИИ
Шорт
17 мар
$573.15
-10.4%
After success with Whirlpool short, opening short on John Deere DE - 'The Subprime Tractor: Deere's Shadow Bank Is About To Blow Up.'
After success with Whirlpool short, opening short on John Deere DE - 'The Subprime Tractor: Deere's Shadow Bank Is About To Blow Up.'
Строительство/инфраструктура
Лонг
28 июл
$126.16
-0.1%
Author states a long crude position as part of a pair trade overnight, but provides no mechanism or catalyst beyond the trade framing.
Author states a long crude position as part of a pair trade overnight, but provides no mechanism or catalyst beyond the trade framing.
Сырьё
Шорт
01 июл
$1057.76
+23.3%
Short CAT as a cyclical name that has been re-rated AI-adjacent, making it disproportionately vulnerable to multiple compression and earnings deterioration in an anticipated 2027 slowdown or recession; AI re-rating amplifies the downside relative to prior cycles.
Short CAT as a cyclical name that has been re-rated AI-adjacent, making it disproportionately vulnerable to multiple compression and earnings deterioration in an anticipated 2027 slowdown or recession; AI re-rating amplifies the downside relative to prior cycles.
Строительство/инфраструктура
Лонг
14 мая
$69.96
-63.9%
Long $WOLF — speaker explicitly states 'We're bullish $WOLF as well' confirming position.
Силовые полупроводники
Шорт
11 авг
$307.15
+4.7%
Short RCL as a high-beta consumer discretionary name exposed to the author's anticipated 2027 credit stress and economic slowdown cycle; cruise demand is vulnerable to deteriorating consumer spending and tightening unsecured credit conditions.
Казино и досуг
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У temple_eight на Buzzberg отслеживается 107 торговых идей по 99 тикерам с февраля 2026. винрейт 42% по 105 оцененным сигналам, средняя доходность +4.0%. #231 в рейтинге Buzzberg Alpha. Чаще всего покрывает: PENG, QQQ, MXL.
