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daphnelim
2021-04-23
Good
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daphnelim
2021-02-06
[傲娇]
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daphnelim
2021-02-06
[流泪]
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daphnelim
2021-09-12
$NVIDIA Corp(NVDA)$
[财迷]
daphnelim
2021-04-23
Yes
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daphnelim
2021-04-23
Great ariticle, would you like to share it?
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daphnelim
2021-02-06
[惊讶]
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daphnelim
2021-12-22
[得意]
daphnelim
2021-09-12
Great ariticle, would you like to share it?
@CY_Ng:这两年很多东西都电脑化,黑客也越来越多,你看好Cyber Security股吗?
daphnelim
2021-05-12
Good
Unity Software rose more than 5% in premarket trading
daphnelim
2021-04-23
AMD[思考] [思考] [思考]
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","listText":"[得意] ","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691696948","isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888961584,"gmtCreate":1631423042948,"gmtModify":1632810491360,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573632430449582","authorIdStr":"3573632430449582"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888961584","repostId":"816679767","repostType":1,"repost":{"id":816679767,"gmtCreate":1630501022359,"gmtModify":1631883595401,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"这两年很多东西都电脑化,黑客也越来越多,你看好Cyber Security股吗?","htmlText":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作,生意也搬上网上销售,学院也开办了网上课程。很多东西都离不开上网,也就是因为这样,黑客也看准时机,入侵用户、公司电脑然后勒索。就这些原因,本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里,我研究了6家相关公司,虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司,业绩最出众的就是CrowdStrike,过去5年每年营业额都是倍增,营业额也增加了20倍。股价估值也是疯狂的。六家公司中,有两家就好像模范生,年年赚钱 - 第一家是Fortinet,Fortinet股价已经在一年里起了150%,原因是因为公司营业额增速,市场对它期望很高。令一家是Qualys,估值就比较低,原因是6家公司,业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股,因为全部公司都有正自由现金流,而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable,但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike,也就是因为这样,它的P/S估值也是疯狂的去到63倍。63倍是什么概念?就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌,公司需要保持超高速增长,如果业绩放缓或暴雷,股价会有很大冲击。这6家公司大家觉得哪家值得投呢?<a target=\"_blank\" href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FTNT\">$飞塔信息(FTNT)$</</a>","listText":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作,生意也搬上网上销售,学院也开办了网上课程。很多东西都离不开上网,也就是因为这样,黑客也看准时机,入侵用户、公司电脑然后勒索。就这些原因,本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里,我研究了6家相关公司,虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司,业绩最出众的就是CrowdStrike,过去5年每年营业额都是倍增,营业额也增加了20倍。股价估值也是疯狂的。六家公司中,有两家就好像模范生,年年赚钱 - 第一家是Fortinet,Fortinet股价已经在一年里起了150%,原因是因为公司营业额增速,市场对它期望很高。令一家是Qualys,估值就比较低,原因是6家公司,业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股,因为全部公司都有正自由现金流,而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable,但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike,也就是因为这样,它的P/S估值也是疯狂的去到63倍。63倍是什么概念?就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌,公司需要保持超高速增长,如果业绩放缓或暴雷,股价会有很大冲击。这6家公司大家觉得哪家值得投呢?<a target=\"_blank\" href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FTNT\">$飞塔信息(FTNT)$</</a>","text":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作,生意也搬上网上销售,学院也开办了网上课程。很多东西都离不开上网,也就是因为这样,黑客也看准时机,入侵用户、公司电脑然后勒索。就这些原因,本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里,我研究了6家相关公司,虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司,业绩最出众的就是CrowdStrike,过去5年每年营业额都是倍增,营业额也增加了20倍。股价估值也是疯狂的。六家公司中,有两家就好像模范生,年年赚钱 - 第一家是Fortinet,Fortinet股价已经在一年里起了150%,原因是因为公司营业额增速,市场对它期望很高。令一家是Qualys,估值就比较低,原因是6家公司,业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股,因为全部公司都有正自由现金流,而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable,但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike,也就是因为这样,它的P/S估值也是疯狂的去到63倍。63倍是什么概念?就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌,公司需要保持超高速增长,如果业绩放缓或暴雷,股价会有很大冲击。这6家公司大家觉得哪家值得投呢?$CrowdStrike Holdings, Inc.(CRWD)$ $飞塔信息(FTNT)$</","images":[{"img":"https://static.tigerbbs.com/3204e2a1a4208f32428a280b1372cd82","width":"532","height":"229"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816679767","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888960412,"gmtCreate":1631422808136,"gmtModify":1631884593407,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573632430449582","authorIdStr":"3573632430449582"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>[财迷] ","listText":"<a 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Corp(NVDA)$[财迷]","images":[{"img":"https://static.tigerbbs.com/151e3f455283650af49d7a0550a6ad3b","width":"720","height":"1593"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888960412","isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":193729192,"gmtCreate":1620822491016,"gmtModify":1634196071162,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573632430449582","authorIdStr":"3573632430449582"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193729192","repostId":"1197896266","repostType":4,"repost":{"id":"1197896266","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620809991,"share":"https://www.laohu8.com/m/news/1197896266?lang=&edition=full","pubTime":"2021-05-12 16:59","market":"us","language":"en","title":"Unity Software rose more than 5% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1197896266","media":"Tiger Newspress","summary":"(May 12) Unity Software rose more than 5% in premarket trading. Earlier, Unity Software posted bette","content":"<p>(May 12) Unity Software rose more than 5% in premarket trading. Earlier, Unity Software posted better-than-expected earnings.</p><p><img src=\"https://static.tigerbbs.com/ac5be392751a4807672639c19811191f\" tg-width=\"766\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><ul><li>Unity Software beat consensus on top and bottom lines with itsfirst-quarter earnings, where it also guided revenue growthto the high side for the current quarter and coming year.</li><li>After some back-and-forth trading, shares are nowup 1.2%postmarket.</li><li>Revenues jumped nearly 40% to $234.8M.</li><li>And loss from operations widened (non-GAAP) to $23.4M from a year-ago loss of $13.4M. GAAP loss widened further in a quarter impacted by an increase in stock-based compensation expense.</li><li>Non-GAAP net loss per share shrank slightly to $0.10.</li></ul><p>\"We are encouraged by the growth of our customers contributing more than $100K of trailing twelve-month revenue and the healthy dollar-based net expansion rate during the first quarter,” says CFO Luis Visoso.</p><p><b>Revenue breakout: </b>Create Solutions, $70.4M (up 51%); Operate Solutions, $146.6M (up 40%); Strategic Partnerships and Other, $17.8M (up 12%).</p><p>As part of its long-term view, it tackles the hot industry topic of user identifiers: \"We have been preparing for IDFA for the last two years. So far, spending on our platform is strong, our contextual model (which does not rely on IDFA) is performing well, and customer feedback is strong.\"</p><p>It continues to believe that IDFA will cut revenue by about $30M this year, but is raising full-year guidance by $50M nonetheless - to $1B-$1.015B (above consensus for $967.2M). For the current quarter, it's guiding to revenues of $240M-$245M (vs. consensus for $232M).</p><p>And \"Our goal is to build a company that delivers revenue growth of approximately 30% over the long run. Of course, business, like life, is not linear, so it is likely that some quarters and years will be higher or lower than we expect, but even so, we believe the opportunities in front of us make such a goal achievable.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Unity Software rose more than 5% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUnity Software rose more than 5% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-12 16:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(May 12) Unity Software rose more than 5% in premarket trading. Earlier, Unity Software posted better-than-expected earnings.</p><p><img src=\"https://static.tigerbbs.com/ac5be392751a4807672639c19811191f\" tg-width=\"766\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><ul><li>Unity Software beat consensus on top and bottom lines with itsfirst-quarter earnings, where it also guided revenue growthto the high side for the current quarter and coming year.</li><li>After some back-and-forth trading, shares are nowup 1.2%postmarket.</li><li>Revenues jumped nearly 40% to $234.8M.</li><li>And loss from operations widened (non-GAAP) to $23.4M from a year-ago loss of $13.4M. GAAP loss widened further in a quarter impacted by an increase in stock-based compensation expense.</li><li>Non-GAAP net loss per share shrank slightly to $0.10.</li></ul><p>\"We are encouraged by the growth of our customers contributing more than $100K of trailing twelve-month revenue and the healthy dollar-based net expansion rate during the first quarter,” says CFO Luis Visoso.</p><p><b>Revenue breakout: </b>Create Solutions, $70.4M (up 51%); Operate Solutions, $146.6M (up 40%); Strategic Partnerships and Other, $17.8M (up 12%).</p><p>As part of its long-term view, it tackles the hot industry topic of user identifiers: \"We have been preparing for IDFA for the last two years. So far, spending on our platform is strong, our contextual model (which does not rely on IDFA) is performing well, and customer feedback is strong.\"</p><p>It continues to believe that IDFA will cut revenue by about $30M this year, but is raising full-year guidance by $50M nonetheless - to $1B-$1.015B (above consensus for $967.2M). For the current quarter, it's guiding to revenues of $240M-$245M (vs. consensus for $232M).</p><p>And \"Our goal is to build a company that delivers revenue growth of approximately 30% over the long run. Of course, business, like life, is not linear, so it is likely that some quarters and years will be higher or lower than we expect, but even so, we believe the opportunities in front of us make such a goal achievable.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197896266","content_text":"(May 12) Unity Software rose more than 5% in premarket trading. Earlier, Unity Software posted better-than-expected earnings.Unity Software beat consensus on top and bottom lines with itsfirst-quarter earnings, where it also guided revenue growthto the high side for the current quarter and coming year.After some back-and-forth trading, shares are nowup 1.2%postmarket.Revenues jumped nearly 40% to $234.8M.And loss from operations widened (non-GAAP) to $23.4M from a year-ago loss of $13.4M. 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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888961584","repostId":"816679767","repostType":1,"repost":{"id":816679767,"gmtCreate":1630501022359,"gmtModify":1631883595401,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"这两年很多东西都电脑化,黑客也越来越多,你看好Cyber Security股吗?","htmlText":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作,生意也搬上网上销售,学院也开办了网上课程。很多东西都离不开上网,也就是因为这样,黑客也看准时机,入侵用户、公司电脑然后勒索。就这些原因,本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里,我研究了6家相关公司,虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司,业绩最出众的就是CrowdStrike,过去5年每年营业额都是倍增,营业额也增加了20倍。股价估值也是疯狂的。六家公司中,有两家就好像模范生,年年赚钱 - 第一家是Fortinet,Fortinet股价已经在一年里起了150%,原因是因为公司营业额增速,市场对它期望很高。令一家是Qualys,估值就比较低,原因是6家公司,业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股,因为全部公司都有正自由现金流,而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable,但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike,也就是因为这样,它的P/S估值也是疯狂的去到63倍。63倍是什么概念?就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌,公司需要保持超高速增长,如果业绩放缓或暴雷,股价会有很大冲击。这6家公司大家觉得哪家值得投呢?<a target=\"_blank\" href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FTNT\">$飞塔信息(FTNT)$</</a>","listText":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作,生意也搬上网上销售,学院也开办了网上课程。很多东西都离不开上网,也就是因为这样,黑客也看准时机,入侵用户、公司电脑然后勒索。就这些原因,本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里,我研究了6家相关公司,虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司,业绩最出众的就是CrowdStrike,过去5年每年营业额都是倍增,营业额也增加了20倍。股价估值也是疯狂的。六家公司中,有两家就好像模范生,年年赚钱 - 第一家是Fortinet,Fortinet股价已经在一年里起了150%,原因是因为公司营业额增速,市场对它期望很高。令一家是Qualys,估值就比较低,原因是6家公司,业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股,因为全部公司都有正自由现金流,而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable,但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike,也就是因为这样,它的P/S估值也是疯狂的去到63倍。63倍是什么概念?就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌,公司需要保持超高速增长,如果业绩放缓或暴雷,股价会有很大冲击。这6家公司大家觉得哪家值得投呢?<a target=\"_blank\" href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FTNT\">$飞塔信息(FTNT)$</</a>","text":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作,生意也搬上网上销售,学院也开办了网上课程。很多东西都离不开上网,也就是因为这样,黑客也看准时机,入侵用户、公司电脑然后勒索。就这些原因,本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里,我研究了6家相关公司,虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司,业绩最出众的就是CrowdStrike,过去5年每年营业额都是倍增,营业额也增加了20倍。股价估值也是疯狂的。六家公司中,有两家就好像模范生,年年赚钱 - 第一家是Fortinet,Fortinet股价已经在一年里起了150%,原因是因为公司营业额增速,市场对它期望很高。令一家是Qualys,估值就比较低,原因是6家公司,业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股,因为全部公司都有正自由现金流,而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable,但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike,也就是因为这样,它的P/S估值也是疯狂的去到63倍。63倍是什么概念?就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌,公司需要保持超高速增长,如果业绩放缓或暴雷,股价会有很大冲击。这6家公司大家觉得哪家值得投呢?$CrowdStrike Holdings, Inc.(CRWD)$ $飞塔信息(FTNT)$</","images":[{"img":"https://static.tigerbbs.com/3204e2a1a4208f32428a280b1372cd82","width":"532","height":"229"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816679767","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193729192,"gmtCreate":1620822491016,"gmtModify":1634196071162,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573632430449582","authorIdStr":"3573632430449582"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193729192","repostId":"1197896266","repostType":4,"repost":{"id":"1197896266","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620809991,"share":"https://www.laohu8.com/m/news/1197896266?lang=&edition=full","pubTime":"2021-05-12 16:59","market":"us","language":"en","title":"Unity Software rose more than 5% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1197896266","media":"Tiger Newspress","summary":"(May 12) Unity Software rose more than 5% in premarket trading. Earlier, Unity Software posted bette","content":"<p>(May 12) Unity Software rose more than 5% in premarket trading. Earlier, Unity Software posted better-than-expected earnings.</p><p><img src=\"https://static.tigerbbs.com/ac5be392751a4807672639c19811191f\" tg-width=\"766\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><ul><li>Unity Software beat consensus on top and bottom lines with itsfirst-quarter earnings, where it also guided revenue growthto the high side for the current quarter and coming year.</li><li>After some back-and-forth trading, shares are nowup 1.2%postmarket.</li><li>Revenues jumped nearly 40% to $234.8M.</li><li>And loss from operations widened (non-GAAP) to $23.4M from a year-ago loss of $13.4M. GAAP loss widened further in a quarter impacted by an increase in stock-based compensation expense.</li><li>Non-GAAP net loss per share shrank slightly to $0.10.</li></ul><p>\"We are encouraged by the growth of our customers contributing more than $100K of trailing twelve-month revenue and the healthy dollar-based net expansion rate during the first quarter,” says CFO Luis Visoso.</p><p><b>Revenue breakout: </b>Create Solutions, $70.4M (up 51%); Operate Solutions, $146.6M (up 40%); Strategic Partnerships and Other, $17.8M (up 12%).</p><p>As part of its long-term view, it tackles the hot industry topic of user identifiers: \"We have been preparing for IDFA for the last two years. So far, spending on our platform is strong, our contextual model (which does not rely on IDFA) is performing well, and customer feedback is strong.\"</p><p>It continues to believe that IDFA will cut revenue by about $30M this year, but is raising full-year guidance by $50M nonetheless - to $1B-$1.015B (above consensus for $967.2M). For the current quarter, it's guiding to revenues of $240M-$245M (vs. consensus for $232M).</p><p>And \"Our goal is to build a company that delivers revenue growth of approximately 30% over the long run. Of course, business, like life, is not linear, so it is likely that some quarters and years will be higher or lower than we expect, but even so, we believe the opportunities in front of us make such a goal achievable.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Unity Software rose more than 5% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUnity Software rose more than 5% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-12 16:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(May 12) Unity Software rose more than 5% in premarket trading. Earlier, Unity Software posted better-than-expected earnings.</p><p><img src=\"https://static.tigerbbs.com/ac5be392751a4807672639c19811191f\" tg-width=\"766\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><ul><li>Unity Software beat consensus on top and bottom lines with itsfirst-quarter earnings, where it also guided revenue growthto the high side for the current quarter and coming year.</li><li>After some back-and-forth trading, shares are nowup 1.2%postmarket.</li><li>Revenues jumped nearly 40% to $234.8M.</li><li>And loss from operations widened (non-GAAP) to $23.4M from a year-ago loss of $13.4M. GAAP loss widened further in a quarter impacted by an increase in stock-based compensation expense.</li><li>Non-GAAP net loss per share shrank slightly to $0.10.</li></ul><p>\"We are encouraged by the growth of our customers contributing more than $100K of trailing twelve-month revenue and the healthy dollar-based net expansion rate during the first quarter,” says CFO Luis Visoso.</p><p><b>Revenue breakout: </b>Create Solutions, $70.4M (up 51%); Operate Solutions, $146.6M (up 40%); Strategic Partnerships and Other, $17.8M (up 12%).</p><p>As part of its long-term view, it tackles the hot industry topic of user identifiers: \"We have been preparing for IDFA for the last two years. So far, spending on our platform is strong, our contextual model (which does not rely on IDFA) is performing well, and customer feedback is strong.\"</p><p>It continues to believe that IDFA will cut revenue by about $30M this year, but is raising full-year guidance by $50M nonetheless - to $1B-$1.015B (above consensus for $967.2M). For the current quarter, it's guiding to revenues of $240M-$245M (vs. consensus for $232M).</p><p>And \"Our goal is to build a company that delivers revenue growth of approximately 30% over the long run. Of course, business, like life, is not linear, so it is likely that some quarters and years will be higher or lower than we expect, but even so, we believe the opportunities in front of us make such a goal achievable.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197896266","content_text":"(May 12) Unity Software rose more than 5% in premarket trading. Earlier, Unity Software posted better-than-expected earnings.Unity Software beat consensus on top and bottom lines with itsfirst-quarter earnings, where it also guided revenue growthto the high side for the current quarter and coming year.After some back-and-forth trading, shares are nowup 1.2%postmarket.Revenues jumped nearly 40% to $234.8M.And loss from operations widened (non-GAAP) to $23.4M from a year-ago loss of $13.4M. GAAP loss widened further in a quarter impacted by an increase in stock-based compensation expense.Non-GAAP net loss per share shrank slightly to $0.10.\"We are encouraged by the growth of our customers contributing more than $100K of trailing twelve-month revenue and the healthy dollar-based net expansion rate during the first quarter,” says CFO Luis Visoso.Revenue breakout: Create Solutions, $70.4M (up 51%); Operate Solutions, $146.6M (up 40%); Strategic Partnerships and Other, $17.8M (up 12%).As part of its long-term view, it tackles the hot industry topic of user identifiers: \"We have been preparing for IDFA for the last two years. So far, spending on our platform is strong, our contextual model (which does not rely on IDFA) is performing well, and customer feedback is strong.\"It continues to believe that IDFA will cut revenue by about $30M this year, but is raising full-year guidance by $50M nonetheless - to $1B-$1.015B (above consensus for $967.2M). For the current quarter, it's guiding to revenues of $240M-$245M (vs. consensus for $232M).And \"Our goal is to build a company that delivers revenue growth of approximately 30% over the long run. Of course, business, like life, is not linear, so it is likely that some quarters and years will be higher or lower than we expect, but even so, we believe the opportunities in front of us make such a goal achievable.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372325119,"gmtCreate":1619181072031,"gmtModify":1634287961207,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573632430449582","authorIdStr":"3573632430449582"},"themes":[],"htmlText":"AMD[思考] [思考] [思考] ","listText":"AMD[思考] [思考] [思考] ","text":"AMD[思考] [思考] [思考]","images":[{"img":"https://static.tigerbbs.com/7a78bf416ab04bfabcb1811155f5f6a1","width":"720","height":"1442"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372325119","isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}