分享的观点图

2026年11月8日：5 位博主谈 NVDA、PLTR、SPCX

图中的观点

美股仙人（全网吹存第一人）NVDA
老黄出轨不算什么，但要是因为出卖公司机密被裁，股价会跌成什么样不敢想；不过 Buy the dip，长期持有。
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JukanNVDA
Jensen's family matters will take a tremendous amount of energy, leaving him less bandwidth for strategy and competition. I think NVIDIA will take a hit one way or another.
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Tom NashPLTR
Palantir has dropped 40% plus three times and 30% plus five times. Look at all these opportunities to create better positions and decrease your cost basis.
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Let's Talk Money! with Joseph Hogue, CFAMU
Micron is still very inexpensive on a growth-adjusted basis, so it's Definitely one I would be picking up on the drop.
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