Advanced Micro Devices IncAMD
▲ ポジティブ資本関連度
Situational Awareness is buying hundreds of millions in AMD call options, signaling bullish positioning on the stock.
銘柄への影響 6
Artificial Intelligence
Advanced Micro Devices Inc
CoreWeave, Inc. Class A Common StockCRWV
▲ ポジティブ資本関連度
CoreWeave is among the names the fund is buying call options on, reflecting renewed bullish bets.
NVIDIA CorporationNVDA
言及
Semiconductors
SK Hynix Inc000660
▲ ポジティブ資本関連度
SK Hynix is included in the fund's new call-option purchases spanning AI memory bottlenecks.
Sandisk CorpSNDK
▲ ポジティブ資本関連度
SanDisk is one of the fund's new call-option targets in the memory segment of the AI buildout.
Energy Transition & Power Demand
Bloom Energy CorpBE
▲ ポジティブ資本関連度
The fund is buying call options on Bloom Energy as part of its AI-bottleneck electricity bet.
テーマインパクト
カバレッジ外企業 2
Citadel非上場± 混在
関連度
OpenAI非上場± 混在
関連度