YifanZzz

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回复@TearsForFears: 过去股价一般领先两三个季度吧。 查看图片//@TearsForFears:回复@Oli_:啊，我以为都后半段了呢

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回复@翻番: bingo!//@翻番:回复@努比:这个主贴不是关于英特尔的，我借宝地回答一下你这个问题，而这个回答的思路也有助于对特斯拉/英伟达/AMD等公司的理解。
我依然用gen-AI时代的新视角来审视一下英特尔。我在之前的讨论中曾认为gen-AI实际上挽救了英特尔，否则在与AMD的CPU零和战中英特尔将...

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base case: $AMD(AMD)$ valuation is attractive from here. $英伟达(NVDA)$ is fairly valued as well, not crazy expensive.

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Absolutely puking in the market. For first time in a long while, time to start buying.

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被hyatt收购之后，ventana inn涨价涨的丧心病狂居然一晚要$3600了，真是住不起了… 还好有48000积分就可以换一晚，不过真的有人会花钱住这个酒店吗…

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原来只有产能拉胯技术落后的不赚钱的行业才是正能量行业.

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twitter is annoying because of all the crypto pumpers. Xueqiu is annoying because of all the value pumpers.

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Haven't seen VIX under 16 for more than a year.

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Last Q $英伟达(NVDA)$ guided Q1 revenue higher by 18% (eps ~30%) and the stock proceeded to sell off 20% in an almost straight line (primarily on crypto worries); now guiding up 14-15%w/ crypto decent chunk- guess we'll see this time...

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Valuation. Moat. Management. Definitely not a market to get lazy about your longs or shorts.

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$ADV MICRO DEVICE(AMD)$ 买了三四年，终于从濒临破产变成了回购蓝筹

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Real 13Fs to follow -
Whale rock, Atreides, Altimeter, then maybe durable and some of the tigers - D1, Candlestick, etc.
Don't see the point of looking at large places like bridgewater, mlp, p72, rentech... pretty useless.

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Alpha is for losers. Seriously.

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People puking high growth high multiple again... It's not fundamentals now, it's just waiting out the puke- not to oversimplify it, but that's what is going on- no doubt- when people selling because they're getting stopped out, you should be looking to buy stu...

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ibuy的模式一直没看懂，纯做mkt making最重要的肯定是turnover rate，薄利多销的生意基本上唯一的competitive edge就是funding cost，谁低谁赢；如果是指望升值那哪家都没有证明过自己可以manage through down cycles。最后一点ev/rev不是一个比较这几家公司的fair metric，ibuying和agent，ad boo...

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In Lisa we trust.

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How could $Twitter(TWTR)$ miss in a red hot ad market when almost all peers blowing ests away?

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everybody knew before the release $Facebook(FB)$ Q1 would beat massively, but still the Q2 guidance surprises me to the upside.