马前炮,APLD今天可能要突破了,预估两倍应该没问题
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#3 Re: 马前炮,APLD今天可能要突破了,预估两倍应该没问题
I don't like APLD fundamentals, most of which are bad, except their relationship with NVDA. NVDA uses chips APLD is buying as collateral to lend APLD loads of money to buy their chips, which is not sustainable IMO. I also wonder what NVDA "organic" revenue is ...
YMYD
YMYD
“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so. “ – Mark Twain
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cellcycle1 的博客 - 帖子互动: 846
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#9 Re: 马前炮,APLD今天可能要突破了,预估两倍应该没问题
这股明显不是看基本面的,而是看技术面的,目前不会长期拿。等AI,半导体的热度一过,基本都要跌回原位。
Dzeko 写了: 2024年 11月 20日 19:26 I don't like APLD fundamentals, most of which are bad, except their relationship with NVDA. NVDA uses chips APLD is buying as collateral to lend APLD loads of money to buy their chips, which is not sustainable IMO. I also wonder what NVDA "organic" revenue is ...
YMYD