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Last Judgement
IP属地：北京
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Last Judgement
Last Judgement
·
2023-10-09
$SentinelOne, Inc(S)$
高管套现了 以色列公司 快跑快跑
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编组 21备份 2
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Last Judgement
Last Judgement
·
2023-09-16
$美国超微公司(AMD)$
估值完全合理，梭哈
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Last Judgement
Last Judgement
·
2023-06-14
$联合健康(UNH)$
卧槽 盘后砸了
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2,218
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编组 21备份 2
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Last Judgement
Last Judgement
·
2023-03-28
$富途控股(FUTU)$
利润够高的
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编组 21备份 2
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Last Judgement
Last Judgement
·
2022-05-05
$Bill.Com Holdings, Inc.(BILL)$
bill.com B to B跨境支付不要钱？而且转账速度快。这怎么做到了，太强了。
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1
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Last Judgement
Last Judgement
·
2022-04-21
$奈飞(NFLX)$
16次财报14次miss，一次比一次miss大。想抄底的记住3天sell off rule再抄底。
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3,729
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1
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Last Judgement
Last Judgement
·
2022-04-10
短期利空
非常抱歉，此主贴已删除
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Last Judgement
Last Judgement
·
2022-02-15
感觉Q4 769M的营收可能达不到，毕竟10和11月加起来的营收还没有400M。确实consensus给的挺奇怪的。但是DAU增长还是受益于中国的玩家登陆吧，上个季度我看美国和加拿大的DAU没增长了。
非常抱歉，此主贴已删除
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Last Judgement
Last Judgement
·
2022-01-28
$拉姆研究(LRCX)$
481 would be my entry point
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Last Judgement
Last Judgement
·
2022-01-25
$Roblox Corporation(RBLX)$
史上最大的泡沫 没有之一
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4
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