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$燃料电池能源 (FCEL.US)$ groton项目重新开始交付!好消息!
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$Block (SQ.US)$ BTC上破47000,美国散户要进场了
2025年3亿收入,2030年10亿收入。对应该给多少估值?目前的收入大概6-7000万,3年时间翻4-5倍。目前还是亏损,实现3亿收入能够扭亏,对应净利润增速更大 $燃料电池能源 (FCEL.US)$
$Rivian Automotive (RIVN.US)$ 上个季报后腰斩.这个季报出来还能这么跌。关键是,一看市值,还这么高
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$燃料电池能源 (FCEL.US)$ 财报会比之前好,但是是因为一次性的销售收入增加。看明天市场怎么解读了。希望能看到其他发电项目的推进,美孚合作的最新情况以及更新后的财务模型。
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$台积电 (TSM.US)$
8/3/2022 Taiwan Semiconductor (TSM) weekly chart
bearish double top breakout on week of 28/2/2022 (plus high volume)
optimistic view - maybe a re-test of neckline along $108 before further drop (see diagram illustration)pessimistic view - no delay, continues to proceed towards $76 ~ $80.50 range
8/3/2022 Taiwan Semiconductor (TSM) weekly chart
bearish double top breakout on week of 28/2/2022 (plus high volume)
optimistic view - maybe a re-test of neckline along $108 before further drop (see diagram illustration)pessimistic view - no delay, continues to proceed towards $76 ~ $80.50 range
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Just yesterday, news agency Euractiv noted how "the production of neon, palladium, and C4F6, three materials [that are] vital to semiconductor processing and irreplaceable for microchips ... could be impacted by the situation." Neon, in particular, which is used in laser-engraving pathways on microchips, comes largely from Russia (where it's produced) by way of Ukraine (where it's purified) for sale to semiconductor companies abroad. Now these supply chains are being disrupted and, as Euractiv s...
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$阿斯麦 (ASML.US)$ 为什么跌这么多?乌克兰会影响光刻机生产么?
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