greenhill
commented on
$Aspen Aerogels (ASPN.US)$
The decline of Aspen is believed to be supported by Mr. Trump's withdrawal of EV subsidies.
Since it is correcting the trajectory of EVs supported as a national policy, can it be said to be a counter-policy stock?
It may be undervalued, but looking at the pb ratio, it wouldn't be strange if it falls further.
(Shareholders speak.)
The decline of Aspen is believed to be supported by Mr. Trump's withdrawal of EV subsidies.
Since it is correcting the trajectory of EVs supported as a national policy, can it be said to be a counter-policy stock?
It may be undervalued, but looking at the pb ratio, it wouldn't be strange if it falls further.
(Shareholders speak.)
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greenhill
liked
$Alt (260A.JP)$
Ortus announces a partnership with SambaNova.
Collaborating to pursue the most optimal process for AI inference and training.
I wish they would disclose it. Maybe there is no IR contact.
Ortus announces a partnership with SambaNova.
Collaborating to pursue the most optimal process for AI inference and training.
I wish they would disclose it. Maybe there is no IR contact.
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greenhill
liked
$Aspen Aerogels (ASPN.US)$
I think it's a good time to buy technically, but who knows what will happen. The outlook is quite strong, but... jumping in post-market trading after the earnings report might be the best option.![]()
I think it's a good time to buy technically, but who knows what will happen. The outlook is quite strong, but... jumping in post-market trading after the earnings report might be the best option.
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greenhill
liked
$Aspen Aerogels (ASPN.US)$
Here, the volatility is amazing.
But there is still a lot of demand and potential growth for thermal insulation aerogels.
Shall I hold it until it reaches 100?![]()
Here, the volatility is amazing.
But there is still a lot of demand and potential growth for thermal insulation aerogels.
Shall I hold it until it reaches 100?
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greenhill
liked
$Aspen Aerogels (ASPN.US)$
Found only the undervalued datacenter-related with good growth rates.
After one year, it will be around 50 dollars. I think it has a better yield than NV.![]()
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Found only the undervalued datacenter-related with good growth rates.
After one year, it will be around 50 dollars. I think it has a better yield than NV.
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greenhill
liked
$Aspen Aerogels (ASPN.US)$
I'm thinking that if I buy and leave it for a year, it might go up to 2-3 times. Isn't this quite promising for small-cap stocks?
I'm thinking that if I buy and leave it for a year, it might go up to 2-3 times. Isn't this quite promising for small-cap stocks?
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greenhill : I'm not sure if it's a simple idea to think that if Mr. Elon Musk is appointed to an important position, he won't be able to ignore EV-related matters, but in the long run, even if it's currently too low, I think it will go up. I also think that the short sell ratio is unusually high.