IYZ iShares U.S. Telecommunications ETF Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
03:22
24 авг
24 авг
Hold financials and telecoms for long-term stability.
Financial holding companies and telecom stocks are structurally stable and provide steady dividends. They are safe long-term holdings that can withstand current market volatility without significant downside risk.
Сред.
01:32
24 авг
24 авг
Beaten-down telecom stocks will improve next year.
Telecom equipment stocks have been heavily beaten down after moving too fast previously. With industry fundamentals expected to improve significantly starting next year, they are well-positioned for a rebound amid the current market's focus on sector rotation and bottom-fishing.
Сред.
18:25
14 июл
14 июл
SpaceX disrupts carriers; they lack AI.
Traditional mobile carriers such as AT&T, Verizon, and T-Mobile are missing AI, infrastructure, and the integrated services that SpaceX will offer through its direct-to-cell Starlink service. This puts them at a structural disadvantage as SpaceX enters the mobile market with a superior offering.
Сред.
01:22
11 июн
11 июн
SpaceX IPO drains liquidity from telecoms.
The SpaceX IPO will suck $25 billion of retail liquidity from speculative assets, particularly telecom stocks that have rallied >100% on no fundamental improvement. SpaceX's sun narrative and potential space-based data centers threaten legacy telecoms, and management teams are shareholder-destructive. He is actively short every telecom stock as a near-term trade.
Выс.
19:07
10 июн
10 июн
Short telecom on SpaceX liquidity drain.
SpaceX IPO will suck liquidity out of speculative space-beta assets. Telecom stocks that ran up on satellite/space hype have poor fundamentals (low growth, clueless management) and will reverse hard as capital rotates into the real SpaceX IPO. Structurally short telecom sector.
Выс.
03:28
21 мая
21 мая
Avoid defensive stocks in risk-on mode
Defensive stocks (financials, telecoms, utilities) should be avoided during the current risk-on rotation. They underperform when growth and cyclical sectors lead. Investors holding defensive names should switch to offensive sectors like semiconductors and tech.
Выс.
Об аналитическом покрытии IYZ
Buzzberg отслеживает IYZ (iShares U.S. Telecommunications ETF) в 3 источниках. Бычьих сигналов: 2, медвежьих: 2, от 4 аналитиков. Сентимент разделён поровну. Всего отслеживается 6 торговых идей. За последние 7 дней: бычьих: 2. Последние спикеры: Jang Woo-jin, Lee Kwon-hee, Chamath Palihapitiya.