Opinions

ZZipTraderNVNVDABUYM-term · Medium-term · Leaning

Nvidia isn't priced like a bubble stock either. Wall Street's forecast for it went up 100% to 200% in a year.

ZZipTraderCRCRWVBUYL-term · Long-term · Explicit

In my view, this is nothing but a financing scare, not a business scare. CoreWeave has about $104 billion of signed contracts in the biggest computing shortage we've ever seen, so the volatility is an opportunity.

华华尔街观察 XtraderQQQQQBUYL-term · Long-term · Explicit

从现在每个月定投纳斯达克100。保存转发我这个帖子，将来你会感激我！

华华尔街观察 XtraderWUWULFBUYM-term · Medium-term · Leaning

市场把CoreWeave的融资危机误判成整个AI算力需求崩塌而无差别抛售。以TeraWulf（WULF）为例，它侧重机房基建开发与租赁，合作方包含谷歌，风险集中在工程建设、供电交付，并不承担和纯新云厂商一样的GPU折旧风险。

LLet's Talk Money! with Joseph Hogue, CFASNSNOWBUYM-term · Medium-term · Leaning

But, Snowflake is really in that group of the next transition in AI, the users and applications; I think it's going to do really well.

LLet's Talk Money! with Joseph Hogue, CFASHSHOPBUYM-term · Medium-term · Leaning

Shopify is up 282% since we started buying it, really able to use AI in online retail. I think it's going to do really well.

LLet's Talk Money! with Joseph Hogue, CFASOSOUNBUYL-term · Long-term · Explicit

I bought back in under $9 a share and it's down quite a bit, but I think this one gets right back up to past 10, $15 per share over the next couple of years.

LLet's Talk Money! with Joseph Hogue, CFASOSOFIBUYL-term · Long-term · Explicit

I think SoFi goes past $20 per share over the next year; it's trading at about 1.8 times book value, I like it right here and I'm going to stick with these shares.