· 个股论点

持有NBIS看涨期权,看好降息与财报带来的反弹机会。

涉及标的:

中文翻译

我继续持有1月/3月到期的看涨期权。如果一只股票在没有消息的情况下能在一周内下跌30%,那么像$NBIS这样高贝塔值的股票也可能在短时间内反弹43%。 我对两次降息、季节性因素以及财报依然保持信心。过去一个月没有重大新闻(只有利好消息),但让我们看看接下来会发生什么。

英文原文

I'm holding my Jan/Mar calls. If a stock can do down 30% in a week off no news, it can also go back up 43% in a short time with high beta stocks like $NBIS. I'm still confident with 2x rate cut, seasonality, and earnings. There's been no material news (only positive ones in the past month), but we'll see what happens.

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