Сигналы
35
#20
Альфа-оценка 98.3
thebigberbowski
Винрейт
51.4%
доходность
+18.3%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
01 янв
$57.14
-28.5%
Buy PSIX as December selloff appears driven by tax-loss harvesting with no fundamental news; underlying demand remains strong, Caterpillar partnership is sold out 2 years forward, and management quality is high — creating a potential mean-reversion entry.
Энергосетевое оборудование
Лонг
03 фев
$695.51
+75.4%
Author discloses SNDK as a current portfolio holding in January update; ongoing position with no exit language stated.
Память для ИИ
Лонг
10 янв
$20.97
-11.8%
Author holds ACFN as a data center play with a specific new deal as the near-term catalyst differentiating it from other DC names in the portfolio.
Энергосетевое оборудование
Лонг
17 фев
$379.74
-8.6%
Buy APP; author initiated a new long position today, citing the current price level as compelling enough to act on.
ПО для ИИ
Лонг
28 янв
$430.66
+104.3%
Buy MU as the speaker asserts the memory semiconductor rally is not over and significant upside remains, though no specific catalyst or data point is provided to support the claim.
Память для ИИ
Лонг
01 янв
$51.81
-0.8%
Author discloses existing long positions in silver/copper miners PAAS and HBM, framed as a multi-year learning journey into the mining sector with ongoing conviction.
Металлы/добыча
Лонг
23 мар
$0.72
+76.4%
Buy DBO.TO on the back of a TSX-approved NCIB authorizing repurchase of up to ~10% of public float (~20.96M shares) commencing March 27, 2026 — a concrete capital-return catalyst signaling management confidence in undervaluation.
Гейминг и развлечения
Лонг
10 янв
$32.32
-18.2%
Author expresses high conviction bullish view on PPIH, stating willingness to buy aggressively on any dip; no specific catalyst provided beyond strong personal preference.
Строительство/инфраструктура
Лонг
03 авг
$102.57
+32.6%
Author is highly bullish on AAOI, citing its entry into the space sector as a catalyst and projecting a price target of $200.
ИИ-фотоника
Лонг
03 фев
$81.27
+3.2%
Author discloses RKLB as a current portfolio holding in January update; ongoing position with no exit language stated.
Космос
Лонг
03 фев
$290.24
+49.6%
Author discloses WDC as a current portfolio holding in January update; ongoing position with no exit language stated.
Память для ИИ
Лонг
15 янв
$747000.00
+90.4%
Author discloses a long position in SK Hynix, viewing it as a superior and less crowded opportunity compared to Micron and Samsung.
Память для ИИ
Лонг
10 янв
$46.03
-9.7%
Author holds IREN as a data center play, with the AI/DC infrastructure buildout as the core catalyst for the position.
NeoCloud
Лонг
10 янв
$10.45
+10.0%
Author discloses an ongoing long position in LGCY held since mid-2025, signaling continued conviction in the name.
Прочее
Лонг
02 янв
$5.34
-25.7%
Buy/hold TGEN as Q4 underperformance is attributed to tax-loss harvesting rather than any fundamental deterioration; author sees no negative news and maintains conviction in the company's product while awaiting order flow and profitability catalysts.
Нефть и газ
Показано 15 из 35 коллов · сортировка по упоминаниям
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У thebigberbowski на Buzzberg отслеживается 35 торговых идей по 33 тикерам с января 2026. винрейт 51% по 35 оцененным сигналам, средняя доходность +18.3%. #20 в рейтинге Buzzberg Alpha. Чаще всего покрывает: PSIX, ACFN, SNDK.
