PegasusKnight

PegasusKnight

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$英伟达(NVDA)$ multiple will expand again whenever they feel like doing it. then you’ll see ppl coming out with narratives justifying moves. saw this on $腾讯控股(00700)$ not long ago.

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$英伟达(NVDA)$ 七万股爽疯了

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$英伟达(NVDA)$ $奈飞(NFLX)$ 一个在ER季开头靠一个subscriber的number高潮 一个在ER季结尾靠data center的number高潮

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$英伟达(NVDA)$ 绝对实力面前别想靠valuation来short

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$英伟达(NVDA)$ 一年前的那么多季的conference call次次宣传AI市场还是不怎么信老黄不敢给高multiple,一年后地位明显不一样了。真心为老黄开心

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$英伟达(NVDA)$ one year ago I was a broke college dropout..this company literally changed my life

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$英伟达(NVDA)$ if u know ppl in this stock... Fear of missing out just dwarfs any valuation concern

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$腾讯控股(00700)$ 农药春节的deferred revenue包括三月的龙之谷按理说集中体现在这季财报,广告和其他收入照常,60%增速至少,不要和BABA比forward PE。。forward PE就是个joke,但是很多低能的fund就是很认这个。要么按套路最后几个星期拉上去,要么ER后gap 10%以上。至于防沉迷,现在说影响预期...

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$英伟达(NVDA)$ pretty sure most shorts did not have the balls to ride all the way down and thus still making pennies.

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$英伟达(NVDA)$ $腾讯控股(00700)$ Self-righteous shorts love to fade the rally and gloat about making pennies at opening everyday

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$英伟达(NVDA)$ love to see hedge funds getting margin calls

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$英伟达(NVDA)$ lol 就是要这种一下车就上不来的感觉

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$英伟达(NVDA)$ 真是被老黄和colette感动到哭

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$英伟达(NVDA)$ take a look at my prophecy on Feb. 13th after last ER... ...just how many clueless ppl got sucked into stronger price action of AMD? How many missed this NVDA run?

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$英伟达(NVDA)$ real bulls should show up before ER not after

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$IGG abusing some app ranking metrics it probly only takes $ 15k daily to lift an app ranking from 30 to 20, thus giving possibility to market manipulation. Just saying.

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$艾利科技(ALGN)$ wonderful business is wonderful business

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$腾讯控股(00700)$ too bad I cant buy netmarble's shares directly...

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$腾讯控股(TCEHY)$ $网易(NTES)$ theres some back story between tencent-backed netmarble and netease in Japan. Might be false but circumstantial evidence is overwhelming based on my research...