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Nov 7, 2026: 6 influencers on MU, BRK-B, AVGO
- Opinions
- 13
- Influencers
- 6
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- 15
- Bullish / bearish
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Opinions in this image
More shared images主账户这周有一个新的操作，就是在304块加倉了10股的伯通。
周四股市大跌时，我说这是加仓的好机会啊！那天，我的确加了一些SMH。
I'm going to give a contrarian take on Neoclouds like $NBIS and say the theme looks compelling after the valuation crash. $IREN earnings show public Neoclouds can adapt extremely well to tight markets.
Eli Lilly has great returns on capital, but for me, I'm probably waiting a lot a lot longer before I get there. Even their forward PE is 39, still quite pricey.
