中文翻译
@gunnaosrs 是的，那正是我内部思考过的相同论点。 目前我听到的关于 $LGN 的负面消息只有债务问题以及与私募股权(PE)基金相关的某些事项，但我并未深入调查。 每当看到许多“七巨头(Mag7)”公司使用某家企业的服务时，我就会非常感兴趣（例如 $ALAB、$TSM、$CRWV）。
· 个股论点
认同LGN看多逻辑，指出其债务风险，强调七巨头供应链标的价值。
英文原文
@gunnaosrs Yeah that was my same thesis I was thinking about internally. Only negatives I've heard about $LGN so far were debt and something with P/E funds but I haven't looked into it too much. Whenever a lot of Mag7 uses a business I get really interested (eg. $ALAB, $TSM, $CRWV)