分享的观点图
2026年10月26日：6 位博主谈 GOOGL、MU、NU
- 观点
- 8
- 博主
- 6
- 股票判断
- 14
- 看多 / 看空
- 12 / 2
图中的观点
更多分享图伯克希尔的持仓NU股价跌近17%，我在盘前$11.1的价位建仓买入了一些。
LOL, TSMC is planning to raise CoWoS prices by 20%. $INTC
Still feels like all your AI infra names from $MU to $AAOI sold off way too hard. The billions in financing raised by frontier labs to hyperscalers end up ultimately flowing back to GPUs, networking, and memory.
For me to buy a stock I want a 15% return, so based on my assumptions I would need to see Palantir around 140 or less. I don't feel comfortable with my assumptions, so call me conservative.
