· 个股论点
涉及标的： $ALAB$CRDO$HIMS$HOOD$IREN$LTC$MSFT$NBIS
如果我要根据潜力在下个月买入5样东西： 1. $HIMS - 42%的做空比例(SI)，新产品/降息催化剂+120万欧盟客户。逼空不可避免，只是时间问题。 2. $LTC - 抢在机构之前，为10月2日的ETF发行做准备。 3. $NBIS - 仅基于微软(MSFT)的交易，股价轻松达到100美元以上。抱歉了$IREN持有者。 4. $CRDO - 仅仅是为了追赶$ALAB的市值(MC)。 5. $HOOD - 鉴于标普(S&P)按市值加权且HOOD市值超1000亿美元，纳入标普的流入资金将大幅增加其市值。
If I had to buy 5 things for the next month by potential: 1. $HIMS - 42% SI, new product/rate cut catalyst + 1.2M EU customers. Short squeeze inevitable, just a matter of time. 2. $LTC - Frontrun institutions for the ETF launch October 2nd. 3. $NBIS - Should easily be $100+ just based off of MSFT deal. Sorry $IREN holders. 4. $CRDO - Just to catchup $ALAB MC. 5. $HOOD - S&P inclusion flows will add a ton to the market cap given S&P is weighted by MC and hood is $100B+.