24854193
commented on
$Upstart(UPST.US$The CTO is about to run away. An outright fake Al company. trash!
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$DiDi Global (Delisted)(DIDI.US$
1. SEC的罚款;2. 中国政府的罚款;3. 产品能否重新上线;4. 能否港股重新上市;
最重要的是,港市融资能力远弱于美股,不知还能融资多少?一年几百亿的亏损,DiDi急需再融资,要不然盘子难撑下去。
后面的竞争对手美团、曹操出行等都追上来了,一统天下的活棋又被走成了7国混战,又得新一轮的烧钱混战,盈利之路遥遥无期。
市场的结局很可能是另一种结果,干翻DiDi的不是同行,而是AI军团的RoboTaxi,是特斯拉、百度和TonyAI他们。
1. SEC的罚款;2. 中国政府的罚款;3. 产品能否重新上线;4. 能否港股重新上市;
最重要的是,港市融资能力远弱于美股,不知还能融资多少?一年几百亿的亏损,DiDi急需再融资,要不然盘子难撑下去。
后面的竞争对手美团、曹操出行等都追上来了,一统天下的活棋又被走成了7国混战,又得新一轮的烧钱混战,盈利之路遥遥无期。
市场的结局很可能是另一种结果,干翻DiDi的不是同行,而是AI军团的RoboTaxi,是特斯拉、百度和TonyAI他们。
$Unity Software(U.US$
Revenue growth, which was just over 30%, has fallen back into single digits, the price is still expensive and will continue falling, especially in the current valuation-killing environment. Don't be in a hurry to catch the flying knife, this falling will continue for a few days
Revenue growth, which was just over 30%, has fallen back into single digits, the price is still expensive and will continue falling, especially in the current valuation-killing environment. Don't be in a hurry to catch the flying knife, this falling will continue for a few days
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24854193
commented on
$Upstart(UPST.US$ Upstart Holdings gave a downbeat outlook which set the losses in motion.UPST shares traded as high as $400 only one year ago, now below $40.
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24854193 OP : Since January 2, 2024, CTO Gu Paul has reduced his holdings in the company by a total of 136,400 shares with a total value of approximately $4,344,600
24854193 OP 顺风 : Most fatally, his algorithm failed. Low-level AI algorithms don't have any moats; banks themselves can implement them.
24854193 OP 顺风 : The core theory and values of this company's existence have been disrupted!