SHMD Schmid Group Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
09:16
26 авг
26 авг
Author notes bottleneck stocks are crashing on disappointing earnings.
Author notes bottleneck stocks are crashing on disappointing earnings, but singles out XFAB as his favorite long due to undervalued real assets, while the rest are watch.
Низ.
18:16
25 авг
25 авг
SHMD messy financials; prefers safer glass substrate exposure
Flags SHMD's messy financials and cautions on its glass substrate exposure, recommending safer alternatives with legacy businesses, without directly expressing a short position.
Сред.
17:43
24 авг
24 авг
Lists AI enablers, no directional call
Lists AI enabler names as a thematic basket; no directional commitment stated.
Сред.
15:38
20 авг
20 авг
Names alternative long-term portfolio conviction.
Author mentions the stock as an alternative top conviction pick in response to a follower asking for their largest long-term positions.
Низ.
14:46
20 авг
20 авг
Advanced packaging plays for AI chip complexity
Author positions these as plays on advanced packaging and substrates becoming a critical performance and cost-per-watt lever.
Сред.
16:06
15 авг
15 авг
Highlights top AI stock for 2026.
Author highlights this as a top AI stock to hold for 2026, expecting it to perform best.
Сред.
14:33
14 авг
14 авг
Author lists unopened names as watch-only but explicitly confirms a long position in NBIS.
Author lists unopened names as watch-only but explicitly confirms a long position in NBIS with entry at $235 and a tight stop loss below $229, treating the move as a corrective wave.
Низ.
15:36
11 авг
11 авг
Author details a full portfolio framework with long-term and short-term buckets.
Author details a full portfolio framework with long-term and short-term buckets, explicitly stating he
16:45
03 авг
03 авг
AI enabler basket in author's 2026 portfolio
Author includes these tickers in a self-described "full portfolio for 2026" AI enabler bucket — companies aiding the AI infrastructure buildout, framed as equal-weight holdings.
Сред.
21:45
27 июл
27 июл
The author outlines a detailed framework for three categories of AI stocks but presents.
The author outlines a detailed framework for three categories of AI stocks but presents the tickers as a thematic research basket rather than explicit current positions, so they are watchlist items.
13:02
12 июл
12 июл
Author lists 10 AI stocks as favorites and recommends buying now.
Author lists 10 AI stocks as favorites and recommends buying now, no explicit personal position language.
Сред.
13:18
10 июл
10 июл
Named as author's favorite alongside AAOI; cited for strong order momentum in AI/optical.
Named as author's favorite alongside AAOI; cited for strong order momentum in AI/optical equipment and good base formation potential, with favorable TA and FA.
Сред.
13:59
09 июл
09 июл
Author reaffirms bullishness on previously discussed holdings but does not explicitly state.
Author reaffirms bullishness on previously discussed holdings but does not explicitly state a current position or forward call on the tickers.
16:44
08 июл
08 июл
Author lists these as his top 5 picks in reply, no explicit position or catalyst from speaker.
Низ.
16:39
08 июл
08 июл
The author lists 15 stocks entering buy zones and urges not to sell the bottom.
The author lists 15 stocks entering buy zones and urges not to sell the bottom, framing them as a thematic basket to watch rather than explicit personal positions.
Низ.
15:35
06 июл
06 июл
Author mentions these six tickers as names he loves and sees as buying opportunities on the dip.
Author mentions these six tickers as names he loves and sees as buying opportunities on the dip, but per speaker note, no explicit "I own" or "I'm long" language attached to each ticker individually.
Низ.
16:58
02 июл
02 июл
Author remains long SHMD as a riskier but potentially more rewarding holding.
Author remains long SHMD as a riskier but potentially more rewarding holding, disclosed as current position.
Сред.
22:09
01 июл
01 июл
Named as one of author's three recommended plays.
Named as one of author's three recommended plays; thesis not included in visible tweet text due to truncation. No personal position language disclosed.
Низ.
21:59
01 июл
01 июл
Author expresses hope and liking for multiple plays including OPTX, ASYS, SHMD, BRUN.
Author expresses hope and liking for multiple plays including OPTX, ASYS, SHMD, BRUN, and AAOI but frames them as potential opportunities without explicit position language, so they are watchlist items.
Низ.
16:14
01 июл
01 июл
Author expresses price favorability for SHMD in response to entry question.
Author expresses price favorability for SHMD in response to entry question, but stops short of explicit position language required per known posting style.
Низ.
15:03
01 июл
01 июл
Author estimates SHMD could capture 3-8% of glass substrate buildout.
Author estimates SHMD could capture 3-8% of glass substrate buildout, suggesting early positioning.
Низ.
14:31
01 июл
01 июл
Listed as one of the best buying opportunities created by META compute resale news.
Listed as one of the best buying opportunities created by META compute resale news; no individual thesis provided beyond sector read-through.
Низ.
12:21
01 июл
01 июл
Named as one of author's "next 3 great plays" with author stating heightened personal.
Named as one of author's "next 3 great plays" with author stating heightened personal conviction; specialized semiconductor equipment for AI chip packaging and advanced substrates cited as core thesis.
Сред.
19:28
30 июн
30 июн
Author names these five tickers as comparatively better opportunities than NBIS in current.
Author names these five tickers as comparatively better opportunities than NBIS in current market; list-style mention from a known basket-style author, no explicit position disclosed.
Сред.
14:51
27 июн
27 июн
Author lists tickers of interest in reply to a parent asking for ideas.
Author lists tickers of interest in reply to a parent asking for ideas, but uses no position language or forward call, so all are watchlist mentions.
Низ.
20:01
26 июн
26 июн
Author discloses SHMD as one of their main current portfolio holdings.
Author discloses SHMD as one of their main current portfolio holdings, indicating active long exposure.
Сред.
10:51
26 июн
26 июн
Author expresses mixed signals and uncertainty on AI enablers.
Author expresses mixed signals and uncertainty on AI enablers, noting bearish technicals on NBIS/NVDA/SIVE but bullish base case for a pump, with no explicit positions or forward calls.
Низ.
13:05
25 июн
25 июн
Author explicitly states these are his price targets and buying opportunities.
Author explicitly states these are his price targets and buying opportunities, calling the current market a great buying opportunity with 2-3x upside from his bear case.
14:56
24 июн
24 июн
Автор открыто покупает и удерживает актив в качестве одной из основных позиций по цене $6.25.
Автор открыто покупает и удерживает актив в качестве одной из основных позиций по цене $6.25; это один из пяти активов с наивысшей степенью уверенности в текущем портфеле автора.
Сред.
09:57
24 июн
24 июн
Long SHMD because the reply says this is when we buy / higher.
Long SHMD because the reply says this is when we buy / higher, applying to the parent basket of better AI plays.
Об аналитическом покрытии SHMD
Buzzberg отслеживает SHMD (Schmid Group) в 12 источниках. Бычьих сигналов: 67, медвежьих: 0, от 12 аналитиков. Сентимент преимущественно бычий (50%). Всего отслеживаются 134 торговые идеи. Последние спикеры: italianinvesto, pequityresearch, __con_.