$APP
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对比低估值高增长存储股与高估值消费股，感叹市场逻辑混乱。
有两家公司根本不在乎市场崩盘。 $APP 下跌 19.7% $DNKG 下跌 19.4% $PINS 下跌至 19.1% $ASTS 下跌 15.21% $RDW 下跌至 13.1% $USAR 下跌 12.4% 白银下跌 11.6% $OSS 下跌 9.58% $RGTI 下跌 8.85% $RDDT 下跌 6.8% $RKLB 下跌 5.4% $APPL 下跌 5.09% 黄金下跌 3.4% SPY 指数下跌 1.54% SanDisk 上涨 7.21%。 另一个最大的赢家？沃尔玛，今日上涨 3.78%。 你有一家远期 2027 年市盈率(p/e)约 7 倍的存储公司，其净利润同比增长三位数。 而一家浴巾转售商，增长仅与通胀持平，却坐拥 46 倍市盈率，表现优于市场。 市场正变得越来越没有道理。
英文原文
There are two companies that don’t care about market crashes. $APP down 19.7% $DNKG down 19.4% $PINS down to 19.1% $ASTS down 15.21% $RDW down to 13.1% $USAR down 12.4% Silver down 11.6% $OSS down 9.58% $RGTI down 8.85% $RDDT down 6.8% $RKLB down 5.4% $APPL down 5.09% Gold down 3.4% SPY Index down 1.54% Sandisk up 7.21%. The other biggest gainer? Walmart, up 3.78% today. You have a fwd 2027 p/e ~7 memory company growing net income at triple digits y/y. And a bath towel reseller growing in line with inflation sitting at 46 p/e, outperforming the market. Markets are starting to make less and less sense.
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看好因AI叙事被错杀的Reddit，强调其网络效应护城河。
我对 $APP 了解不够，无法评论。话虽如此，我一直在寻找那些部分因“AI”颠覆叙事而被抛售的股票，$RDDT 是我个人的选择。市场误解了网络效应护城河。我一天就能做出 Reddit，但价值在于所有人都同意使用它。
英文原文
I don’t know enough about $APP to comment. That being said I’ve been looking for stocks sold off partly because of “AI” disruption narratives and $RDDT is personally my choice. Markets misunderstand network effect moat. I can make Reddit in a day but value comes from everyone agreeing to use it.
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趁恐慌在 $8.22 买入 $SG，认为极度恐惧是最佳买点。
当人们感到恐慌时，我在股价跌至 $8.22 时买入 $100k 的 $SG。没有任何消息，股价下跌 8.2%+。与此同时，市场以及像 $HOOD、$RKLB、$ALAB、$CREDO、$HIMS、$APP 这样的高贝塔股票正在上涨。最佳的买入时机是在散户恐慌抛售他们 $40 买入的筹码时的极度恐惧时刻 https://t.co/vBZhOJF1y0
英文原文
While people are scared, bought $100k $SG on the drop to $8.22. No news, down 8.2%+. Meanwhile markets and high beta stocks like $HOOD, $RKLB, $ALAB, $CREDO, $HIMS, $APP are rising. Best time to buy is on the extreme fear when retail are selling the shares they bought at $40 https://t.co/vBZhOJF1y0