中文翻译
我对 $NBIS 持有最高的确信度，这也是为什么我很乐意尽可能大幅地进行成本平均（cost average leaps）。 我对其他能源板块标的没有同样的看法，不过 $TE 可能是其中最高的，因为如果它能实现管理层 2027 年 EBITDA 目标的一半，按 8 倍 EBITDA 估值倍数计算，其市值将从当前的 7 亿美元升至 52 亿美元。
· 个股论点
看好NBIS并加仓，认为TE若达成目标市值潜力巨大。
英文原文
I have the highest conviction in $NBIS, which is why I'm happy to cost average leaps as much as possible. I don't have the same sentiment as other energy plays, $TE is probably highest though because if it delivers 1/2 of management EBITDA 2027 target, 8× EBITDA multiple would be 5.2B MC from the current $700m MC.