Сигналы
16
#146
Альфа-оценка 86.8
yieldchad
Трейдер акций
Винрейт
68.8%
доходность
+9.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
05 мая
$648.00
+37.9%
Buy SNDK and MU; the market will continue rerating them higher into Thanksgiving despite commodity cycle concerns, per the speaker’s conviction.
Buy SNDK and MU; the market will continue rerating them higher into Thanksgiving despite commodity cycle concerns, per the speaker’s conviction.
Память для ИИ
Лонг
04 мая
$1601000.00
+4.3%
Buy SK Hynix on deep value (3x 2027 earnings) with catalysts: upcoming LTAs similar to Sandisk, ADR listing, and IBKR access for Korean stocks, driving multiple rerating.
Buy SK Hynix on deep value (3x 2027 earnings) with catalysts: upcoming LTAs similar to Sandisk, ADR listing, and IBKR access for Korean stocks, driving multiple rerating.
Память для ИИ
Лонг
21 апр
$200.41
+8.0%
Long NVDA as a more appropriately priced play on ARM CPU architecture with less consumer-end demand risk compared to other ARM-exposed names.
Long NVDA as a more appropriately priced play on ARM CPU architecture with less consumer-end demand risk compared to other ARM-exposed names.
ИИ-вычисления
Шорт
23 июл
$1.59
+7.4%
Short TRUMP memecoin on the thesis that Elon Musk has peaked in influence/relevance, dragging associated meme assets lower; first-person short position disclosed with minimal supporting reasoning.
Short TRUMP memecoin on the thesis that Elon Musk has peaked in influence/relevance, dragging associated meme assets lower; first-person short position disclosed with minimal supporting reasoning.
Криптоактивы
Лонг
08 июл
$85.25
+6.3%
Buy neocloud CRWV as AI model efficiency gains (Anthropic 4x revenue/MW in 9 months) increase the economic value of GPU compute infrastructure, driving higher utilization and pricing power for neocloud providers.
Buy neocloud CRWV as AI model efficiency gains (Anthropic 4x revenue/MW in 9 months) increase the economic value of GPU compute infrastructure, driving higher utilization and pricing power for neocloud providers.
NeoCloud
Лонг
08 июл
$202.59
+11.0%
Buy NBIS as a neocloud beneficiary of AI efficiency gains; higher revenue-per-compute metrics at frontier AI labs support sustained GPU demand and improved economics for neocloud operators.
Buy NBIS as a neocloud beneficiary of AI efficiency gains; higher revenue-per-compute metrics at frontier AI labs support sustained GPU demand and improved economics for neocloud operators.
NeoCloud
Лонг
08 июл
$69.92
-19.9%
Buy SHAZ alongside neocloud peers on the thesis that AI compute efficiency improvements increase the long-run value of GPU assets and neocloud infrastructure; lowest conviction of the three given thinner public information on SHAZ.
Buy SHAZ alongside neocloud peers on the thesis that AI compute efficiency improvements increase the long-run value of GPU assets and neocloud infrastructure; lowest conviction of the three given thinner public information on SHAZ.
NeoCloud
Лонг
21 мая
$21.30
+10.8%
Buy Murata (MRAAY) as MLCC pricing has tripled yet the component remains the cheapest in the bill of materials, suggesting significant further pricing power and margin expansion ahead.
Buy Murata (MRAAY) as MLCC pricing has tripled yet the component remains the cheapest in the bill of materials, suggesting significant further pricing power and margin expansion ahead.
Силовые полупроводники
Лонг
05 мая
$1433.97
+0.4%
Buy SNDK and MU; the market will continue rerating them higher into Thanksgiving despite commodity cycle concerns, per the speaker’s conviction.
Buy SNDK and MU; the market will continue rerating them higher into Thanksgiving despite commodity cycle concerns, per the speaker’s conviction.
Память для ИИ
Лонг
04 мая
$2900.00
-10.3%
Disclosed long position in liquid cooling stock 3017tw, but no reason or catalyst provided; purely a portfolio listing.
Disclosed long position in liquid cooling stock 3017tw, but no reason or catalyst provided; purely a portfolio listing.
Оборудование для ИИ
Лонг
04 мая
$1089000.00
-2.7%
Buy SK Square as a discounted proxy for SK Hynix (99% of NAV) with management incentive to narrow discount to 0.7x NAV by 2028, supported by IBKR opening for Korean stocks.
Buy SK Square as a discounted proxy for SK Hynix (99% of NAV) with management incentive to narrow discount to 0.7x NAV by 2028, supported by IBKR opening for Korean stocks.
Рынки капитала
Лонг
29 апр
$1157.00
-26.8%
Buy Mipox (5381) as a profitable, low-P/E optical supply chain company with accelerating revenues, offering compelling value versus overvalued, unprofitable European peers.
Buy Mipox (5381) as a profitable, low-P/E optical supply chain company with accelerating revenues, offering compelling value versus overvalued, unprofitable European peers.
ИИ-фотоника
Лонг
15 апр
$64.08
+52.6%
Buy Intel as a foundry capacity play, as TSMC's inability to handle Nvidia's aggressive scaling will inevitably force overflow demand into Intel's fabrication facilities.
Buy Intel as a foundry capacity play, as TSMC's inability to handle Nvidia's aggressive scaling will inevitably force overflow demand into Intel's fabrication facilities.
Производство/оборудование
Лонг
14 апр
$0.08
-31.1%
Accumulate WLFI as it is positioned to become the primary medium of exchange and transaction currency utilized by autonomous AI agents.
Accumulate WLFI as it is positioned to become the primary medium of exchange and transaction currency utilized by autonomous AI agents.
Криптоактивы
Показано 15 из 16 коллов · сортировка по упоминаниям
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У yieldchad на Buzzberg отслеживается 16 торговых идей по 16 тикерам с марта 2026. винрейт 69% по 16 оцененным сигналам, средняя доходность +9.0%. #146 в рейтинге Buzzberg Alpha. Чаще всего покрывает: MU, 000660.KS, NVDA.
