TJL7th
參與了投票
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TJL7th
評論了
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$燃料電池能源 (FCEL.US)$ groton项目重新开始交付!好消息!
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$Block (SQ.US)$ BTC上破47000,美國散戶要進場了
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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 $燃料電池能源 (FCEL.US)$
$Rivian Automotive (RIVN.US)$ 上個季報後腰斬.這個季報出來還能這麼跌。關鍵是,一看市值,還這麼高
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TJL7th
評論了
$燃料電池能源 (FCEL.US)$ 業績會比之前好,但是是因爲一次性的銷售收入增加。看明天市場怎麼解讀了。希望能看到其他發電項目的推進,美孚合作的最新情況以及更新後的財務模型。
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TJL7th
讚了
$台積電 (TSM.US)$
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 ~ $80.50 range
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TJL7th
讚了
Just yesterday, news agency Euractiv noted how "the production of neon, palladium, and C4F6, three materials [that are] vital to semiconductor processing and irreplaceable for microchips ... could be impacted by the situation." Neon, in particular, which is used in laser-engraving pathways on microchips, comes largely from Russia (where it's produced) by way of Ukraine (where it's purified) for sale to semiconductor companies abroad. Now these supply chains are being disrupted and, as Euractiv s...
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$阿斯麥 (ASML.US)$ 為什麼跌這麼多?烏克蘭會影響光刻機生產麼?
已翻譯
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