yeftern
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So let’s assume Peltz’s bid fails. How likely will he rage sell his $3.6ish billion stake? Especially after a 16% climb in the resent month. Disney is on the right track finally with cutbacks to Plus and this whole ESPN experiment. Worried that an angry investor could tank the price to prove a point.
Add to that whatever the market will be doing with postponed rate cuts (if at all) and general waining sentiment.
Full disclosure: I bought a lot of the...
Add to that whatever the market will be doing with postponed rate cuts (if at all) and general waining sentiment.
Full disclosure: I bought a lot of the...
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yeftern
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英伟达距离超过苹果还有2900亿美元
英伟达在约2周内增加了7000亿美元
这相当于特斯拉和波音的市值总和
英伟达的2.3万亿市值现在超过SOXX组合中的其他大约30个公司的总和（包括AMD + AVGO + QCm + INTC + TSM等）
如果英伟达继续按照40倍的市销率交易，到2026年将达到3000美元以上
英伟达仍未宣布股票分割
英伟达今年最重要的活动GTC 2024还有10天就要开始了
不要做傻瓜...
英伟达在约2周内增加了7000亿美元
这相当于特斯拉和波音的市值总和
英伟达的2.3万亿市值现在超过SOXX组合中的其他大约30个公司的总和（包括AMD + AVGO + QCm + INTC + TSM等）
如果英伟达继续按照40倍的市销率交易，到2026年将达到3000美元以上
英伟达仍未宣布股票分割
英伟达今年最重要的活动GTC 2024还有10天就要开始了
不要做傻瓜...
已翻译
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yeftern
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只有$AMC Apes真正需要听到的消息：国内票房已恢复至每季度26亿美元以上，AMC已经签署了大型分销合同，‘26年的债务义务已被重组/延期。查克·诺里斯给对冲基金经理一记回旋踢将是一个额外的奖励。 $AMC院线 (AMC.US)$
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yeftern
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Semiconductor giant TSMC has revealed that subsidies obtained from the Japanese and Chinese governments reached NT$47.545 billion ($1.51 billion) in 2023, marking a 5.74-fold increase year-on-year, according to Taiwanese media outlet Economic Daily News. With its ongoing expansion of overseas facilities, TSMC anticipates further subsidies from Japan this year, along with potential new subsidies from the US and Germany. $台积电 (TSM.US)$
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Due to the reduction in working days in February, TSMC's consolidated revenue for February declined as expected to approximately NT$181.6 billion, a decrease of 15.8% compared to January but an increase of 11.3% compared to the same period in 2023. $台积电 (TSM.US)$
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yeftern
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Marvell Technology has announced that the company is extending its collaboration with TSMC to develop the industry's first technology platform to produce 2nm semiconductors optimized for accelerated infrastructure. $台积电 (TSM.US)$
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yeftern
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最近我听到了关于一些股票的热议，特别是SMCI和NVDA。我想讨论一下，如果SMCI如期进入标普500指数，我相信接下来两周会发生什么。
这篇帖子主要讨论的是SMCI。目前，SMCI的交易价格为905.48美元，市值为506.5亿美元。
目前，SMCI正在罗素2000（RUT）指数中交易。 它是市值...
这篇帖子主要讨论的是SMCI。目前，SMCI的交易价格为905.48美元，市值为506.5亿美元。
目前，SMCI正在罗素2000（RUT）指数中交易。 它是市值...
已翻译
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yeftern
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已翻译
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yeftern
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这只是一个思想实验。不要太认真。有什么想法吗？
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订阅Stubbs项目
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订阅Stubs A List项目。
取消健身房会员并步行去电影院
将您的流媒体订阅减少到1个提供商
取消，订阅，重复
在不同的流媒体服务之间切换
不要立即观看仅限流媒体播放的电影
不要因为仅限流媒体播放的电影而切换
不要购买用于按需观看的电影
订阅Stubbs项目
买爆米花、礼品卡和商品
订阅Stubs A List项目。
取消健身房会员并步行去电影院
已翻译
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