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$Affirm Holdings(AFRM.US$ $PayPal(PYPL.US$ 如果你认为 Affirm 没什么可下跌的,那就考虑一下Affirm还是那么昂贵... Affirm的价格与销售额的比率几乎与PayPal的价格与收益的比率一样高,是PayPal的价格与销售额的3倍。无论谁拼命地以这个倍数购买 Affirm,你都可能被烧死。它之所以看起来有折扣,是因为它在历史最高时被大幅提升了。
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$Palantir(PLTR.US$ they need to stoo giving shares to their employees as compensation. they keep selling out
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Credit Suisse dove headfirst into the software sector, Tuesday, as analyst Phil Winslow initiated or assumed coverage on 22 software companies, including giants such as $微软(MSFT.US$, $甲骨文(ORCL.US$ and $Adobe(ADBE.US$.
Winslow started his new coverage by referring to Marc Andreessen's 2011 statement in which he said, "Software is eating the world," by saying that now, "Software is life."
"Much of the debate about the software industry, publicly traded or privately held, is still around valuation, as opposed to the long-duration value creation potential of the best companies," Winslow said.
Winslow started his coverage of $甲骨文(ORCL.US$, $ServiceNow(NOW.US$, $Workday(WDAY.US$, Splunk (ORCL), $Vmware(VMW.US$, $Zscaler(ZS.US$, $Snowflake(SNOW.US$ , $欧特克(ADSK.US$ , $UiPath(PATH.US$ , $MongoDB(MDB.US$ and $Confluent(CFLT.US$ with outperform ratings, and also assumed coverage of $微软(MSFT.US$ , $赛富时(CRM.US$ and $Palo Alto Networks(PANW.US$ and their outperform ratings.
Winslow set neutral ratings on $Adobe(ADBE.US$ , $Workday(WDAY.US$ , $Zendesk(ZEN.US$ , $Palantir(PLTR.US$ , $Cloudflare(NET.US$ and $Zeta Global(ZETA.US$ , and started coverage of $Check Point软件(CHKP.US$ and $天睿公司(TDC.US$ at underperform.
Even with software having what he called an "outsized influence" on the stock market, and the strategic paths many companies have taken, Winslow said he believes the industry "is still in the early stages of disruptive and powerful technological advances."
With regards to some of the companies in his coverage, Winslow said that for at least the next five years, Microsoft should deliver "mid-to-high teens revenue growth" that will be driven by 20% growth in its Intelligent Cloud business.
Winslow said that he is impressed by Adobe's "successful transition to subscription[s], which increased the value of its large creative and document-centric installed bases," but that those positive items are already reflected in the company's current stock price valuation.
Winslow said $Splunk(SPLK.US$'s stock price hasn't reflected the growth of company's core products, its shift to the cloud, or its expansion into data-streaming, which he said should grow the company's recurring revenue by 25% to 30% annually. On Monday, Splunk said Chief Executive Doug Merritt is stepping down after six years at the data-management software company.
Winslow started his new coverage by referring to Marc Andreessen's 2011 statement in which he said, "Software is eating the world," by saying that now, "Software is life."
"Much of the debate about the software industry, publicly traded or privately held, is still around valuation, as opposed to the long-duration value creation potential of the best companies," Winslow said.
Winslow started his coverage of $甲骨文(ORCL.US$, $ServiceNow(NOW.US$, $Workday(WDAY.US$, Splunk (ORCL), $Vmware(VMW.US$, $Zscaler(ZS.US$, $Snowflake(SNOW.US$ , $欧特克(ADSK.US$ , $UiPath(PATH.US$ , $MongoDB(MDB.US$ and $Confluent(CFLT.US$ with outperform ratings, and also assumed coverage of $微软(MSFT.US$ , $赛富时(CRM.US$ and $Palo Alto Networks(PANW.US$ and their outperform ratings.
Winslow set neutral ratings on $Adobe(ADBE.US$ , $Workday(WDAY.US$ , $Zendesk(ZEN.US$ , $Palantir(PLTR.US$ , $Cloudflare(NET.US$ and $Zeta Global(ZETA.US$ , and started coverage of $Check Point软件(CHKP.US$ and $天睿公司(TDC.US$ at underperform.
Even with software having what he called an "outsized influence" on the stock market, and the strategic paths many companies have taken, Winslow said he believes the industry "is still in the early stages of disruptive and powerful technological advances."
With regards to some of the companies in his coverage, Winslow said that for at least the next five years, Microsoft should deliver "mid-to-high teens revenue growth" that will be driven by 20% growth in its Intelligent Cloud business.
Winslow said that he is impressed by Adobe's "successful transition to subscription[s], which increased the value of its large creative and document-centric installed bases," but that those positive items are already reflected in the company's current stock price valuation.
Winslow said $Splunk(SPLK.US$'s stock price hasn't reflected the growth of company's core products, its shift to the cloud, or its expansion into data-streaming, which he said should grow the company's recurring revenue by 25% to 30% annually. On Monday, Splunk said Chief Executive Doug Merritt is stepping down after six years at the data-management software company.
![Credit Suisse jumps into software with coverage of 22 companies](https://ussnsimg.moomoo.com/2295365726019066353.jpg/thumb)
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