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嘲笑市场算法化导致散户行为被过度解读。
@belcore922 我才不干呢 哈哈哈！我可吃不了那么多披萨。把那么好吃的留着扔掉太可惜了。不过，既然市场现在主要由算法驱动，居然会有人觉得某个网络喷子(troll)大量订购披萨就能让 $PLTR 或 $RCAT 这类股票真的波动，这真是挺可笑的。
英文原文
@belcore922 난 안 할래 ㅋㅋㅋ! 피자를 그렇게 많이는 못 먹어. 그 맛있는 걸 남겨서 버리면 너무 아깝잖아. 근데 시장이 워낙 알고리즘 위주로 돌아가다 보니, 그냥 어떤 관종(troll)이 피자를 왕창 주문했다고 해서 $PLTR 이나 $RCAT 같은 주가가 실제로 움직일 수 있다는 게 참 웃기네
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提及无人机及战争板块个股机会，强调研究充分后再评论。
没问题！像 $RCAT、$PDYN 这样的无人机板块股票也有很多，从主题上看应该也是看涨的。只是需要关注的股票太多了，如果我对某只股票的研究还不够深入，我尽量不去评论。$OSS 未来应该会很有趣，因为有战争板块的顺风因素。
英文原文
No problem! There's a lot of drone sector stocks like $RCAT, $PDYN too that should be thematically bullish. There's just too many stocks to look at and I try not to comment if I didn't do enough research into them yet. $OSS should be interesting going forward with War sector tailwinds
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巨头垂直整合软件，投资无法整合的瓶颈环节更优。
虽然我喜欢 $PDYN，因为它能填补像 $RCAT 和 $DPRO 这样的小公司留下的空白，但在这里它们没有用武之地。 我关注的是波士顿动力、特斯拉、Figure 等机器人的规模化扩张。它们都像 $TSLA 的 Dojo AI5 + XAI 那样垂直整合自己的软件。 $META 等巨头没有任何动力将它们的软件栈交给 $PDYN。 它们都尽可能地进行垂直整合，因此，如果你能 pinpoint（锁定）那些在无法垂直整合的环节拥有有效垄断（即“瓶颈”）的公司，那么随着这些公司规模的扩大，投资这些瓶颈环节应该会获得回报。
英文原文
So while I like $PDYN since they fill in the gaps with smaller companies like $RCAT and $DPRO. They have no role here. I'm focused on robotics scale-up with Boston Dynamics, Tesla, Figure, and others. They all vertically integrate their own software, like $TSLA Dojo AI5 + XAI. There's 0 incentive for any of these giant companies from $META and others to give their software stack over to $PDYN. They all try and vertically integrate where they can, so if you pinpoint the companies that have effective monopolies "aka. bottlenecks" where they can't, then investing in those should be rewarding as these companies scale up.
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分析UMAC基本面优势，对比AIRO，认为两者均有上行空间。
很棒的选择。$UMAC 是一个很好的长线标的。我之前研究时选择了 $AIRO，但很难得有一家市值 5.2 亿美元、拥有 1.33 亿美元现金且无债务、毛利率 40%、同比增长 55%+ 的制造商。它是通过 $RCAT 向 $AVAV 供货的供应商。类似于 $POET 和 $MRVL 的情况。因此上行空间很大，我个人仍然更喜欢 $AIRO，但各有所好！
英文原文
Great choice. $UMAC is a great long. I ended up going with $AIRO when I looked into it earlier but it’s rare you have a $520m mc manufacturer that has - $133m cash, no debt - 40% gross margins - growing 55%+ y/y As a supplier to $AVAV through $RCAT. Similar to $POET $MRVL situation. So lot of upside, I still like $AIRO a lot more personally but to each their own!