中文翻译
Northland 刚刚将其目标价(PT)上调至 $211（跑赢大盘），但这 $6 的涨幅可能只是随机波动。正如你所说，我们两人都在建模约 $50-70 亿 ARR，而 $NBIS 刚刚凭借强劲的财报表现，将指引提升至 $70-90 亿。不幸的是，从 $CRWV 到 $IREN 的板块性抛售正在发生，但基本面与股价已脱节，本周跌幅达 20%。我利用这次机会在 $96 加仓。一家年增长率超过 700% 的企业显然定价错误，主要受宏观恐慌和板块回调影响。
· 个股论点
Northland上调目标价，NBIS业绩超预期，作者逢低加仓。
英文原文
Northland ended up increasing their PT to $211 (Outperform) just now, but the $6 increase is likely just a random bump. As you mentioned, we both were modelling ~$5-7B ARR, and $NBIS just strongly blew out numbers with their earnings to a guided $7-9B figure. Unfortunately there's a sector short/sell-off from $CRWV to $IREN but fundamentals are detached from stock price right now with the 20% selloff this week. I ended up using this time to increase my position at $96. A business growing from 700%+ Y/Y is definitely not being priced correctly and largely off of fear from broader macro and sector correction.