中文翻译
他不傻,只是极度专注于生物科技领域,你应该关注他这方面的见解,而非其他领域。听了一些视频后,感觉他并不理解像 $RKLB 这样的前沿股票,且在做空“邪教式”股票方面给出了糟糕的建议。例如,对于 $RKLB,他未能理解中等载荷提升+Starlink/Flatlites服务潜力带来的回报潜力,而这些并未纳入他唯一关心的典型远期营收预测中。像 $QBTS 这类股票很烂,我只是说,做空具有无限亏损风险的“邪教式”股票是个极其愚蠢的主意。
· 方法论
他不傻,只是极度专注于生物科技领域,你应该关注他这方面的见解,而非其他领域。听了一些视频后,感觉他并不理解像 $RKLB 这样的前沿股票,且在做空“邪教式”股票方面给出了糟糕的建议。例如,对于 $RKLB,他未能理解中等载荷提升+Starlink/Flatlites服务潜力带来的回报潜力,而这些并未纳入他唯一关心的典型远期营收预测中。像 $QBTS 这类股票很烂,我只是说,做空具有无限亏损风险的“邪教式”股票是个极其愚蠢的主意。
He's not dumb, he's just insanely specialized in biotech and that's what you should pay attention to him for, just not other things outside. It's just after listening to some videos, it doesn't seem he understands frontier stocks like $RKLB and gives bad advice on shorting cult stocks. For example, with $RKLB he doesn't quite get the return potential from medium lift payloads + service potential from Starlink/flatlites, which isn't baked into typical forward rev typical that he only cares about. Stuff like $QBTS is sht, I'm just saying that it's a really stupid idea shorting cult-like stocks with infinite losses.