· 个股论点
我的意思是，目前 $NBIS 被低估了，我只是持有它，所以即使股价跳涨到 150 美元我也不会卖出。但如果它明天随机跳涨到 1000 亿美元市值或每股 300 美元以上，我可能会卖出并寻找低位重新买入。 这真的取决于具体情况。 五年后没人真正知道结果。超大规模云服务器芯片上线后，Neoclouds 可能会像 $SMCI 那样在季度营收超 50 亿美元时面临利润率压缩和营收增速放缓。 或者它们可能成为新的 AWS。我还无法做出这种预测，这就是为什么我采用 6 个月至 1 年的时间框架进行操作。
I mean right now $NBIS is undervalued I'm just holding it so I wouldn't sell even if it jumped to $150. But if it randomly jumps to $100B marketcap tomorrow or $300+ a share, I would probably sell look to rebuy lower. It really depends. 5 years down the road nobody really knows. Hyperscaler chips come online, Neoclouds might pull an $SMCI at 5B+ quarterly revenue with margin compression and less revenue ramp. Or they might become the new AWS. I can't make that prediction yet, which is why I do things in 6 months -1 year timframes.