2026年11月1日：3 位博主谈 SMCI、FTNT、NOW

LLet's Talk Money! with Joseph Hogue, CFASMSMCIBUY中线 · 中线 · 倾向

If this AI stock selloff doesn't become a bear market, I think it's clear that we get even higher than that, maybe 45 or $50 over the next year.

IInvest with HenryARARMBUY短线 · 短线 · 明确

ARM reports earnings on November 4th, so there is a very nice expected move and I think ARM is going to increase after their earnings.

NNick 美股咖啡館AMAMZNBUY长线 · 长线 · 明确

我開盤前也加碼了,因為對我來說Google跟亞馬遜這兩次的下跌,以長期而言的估值啊,嗯他都還是undervalued OK。

LLet's Talk Money! with Joseph Hogue, CFAFTFTNTBUY中线 · 中线 · 明确

For this kind of growth and that longer-term AI cyber security story, I think you can start accumulating shares at this point. I wouldn't wait too long to start adding to it.