路透社剛剛宣佈，CoreWeave與OpenAI ChatGPT簽訂了一份價值120亿的巨額合同，爲其即將到來的IPO奠定了基礎。隨着預營銷的進行，CoreWeave的首發估值可能會比Nebius高得多。 $NEBIUS (NBIS.US)$ 這爲投資者創造了一個黃金機會——由於投資者不可避免地進行比較，Nebius有望迎來顯著的重新估值。
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$FuboTV (FUBO.US)$ 在第四季度實現了1630万的正自由現金流，標誌着公司首次實現自由現金流的正值。 從負向正的自由現金流轉變是一個重要的里程碑。這表明公司可以內部資助其運營，而不是依賴外部資金。考慮到現在的價格，我預見到有非常高的上漲潛力。
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Analyst 五代雄介 樓主 104983812 : 主力利用壞消息來洗籌碼，你可以參考$Recursion Pharmaceuticals (RXRX.US)$ 最近一次宣佈增發的時候用了同樣的招數，然後一個星期之內漲了兩倍。