Thuurn
参与了投票
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Thuurn
赞并评论了
$英伟达 (NVDA.US)$ 最后人们开始谈论昨天听到Zuckerberg说的capex将会比预期更高，因为我们看到巨大的机会，他们把包括Nvidia在内的一切都标价下调，但事实是Nvidia是每个人都要买的，他们在买他们的gpus，微软即将发布公告，我们的capex大幅上升这意味着什么？在Nvidia的“收银机”上扫描，他们卖出了更多的gpus，他们的利润不会因为AMD或任何中国公司制造芯片而受压力影响，他们是这个房间里的巨无霸，他们将在未来多年里一直是巨无霸，任何疲软的时候买入Nvidia。
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$e.l.f. Beauty (ELF.US)$ 有趣的是，尽管 Ulta 有 3% 的反弹，但 elf 的反应却要慢得多，尽管 elf 有着令人惊人的记录，而且没有做错任何事情。
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Thuurn : 也许..我认为它在清除592后会起飞。我太胆小了，不敢押注逆势。
Thuurn PrimeD 楼主 : 哦..这是假的吗？还是你的40美元正在寻找朋友