· 个股论点
涉及标的： $HOOD$META$NBIS$NVDA$UBER
我见过$HOOD，也见过$META在IPO时的表现。除了$NVDA可能之外，我从未见过任何单一公司能像$NBIS这样以如此惊人的速度扩张。 在年经常性收入(ARR)已达10亿美元以上且同比增长300%+的基础上，还能实现700%+的同比增长，这种增长速度简直高得令人难以置信。 这仅仅是核心业务的表现。 在我上面的帖子中，Avride正处于像Waymo与$UBER合作那样大规模扩张的边缘。如果他们在德克萨斯州的启动顺利，我们可能会在地图上的各个地方看到它的出现。 很难给出目标价。我通常不会为单只股票唱多，但我从未见过一只具有如此荒谬高潜力的股票，其市值却如此之低。
I've seen $HOOD, I've seen $META at IPO. Aside from maybe $NVDA, I've never seen any single company scale this incredibly fast before compared to $NBIS. Growing 700%+ Y/Y, when you're already doing $1B+ ARR from 300%+ Y/Y growth, is just unspeakably high growth. That's just the core business alone. In my post above, Avride is at the precipice of scaling like Waymo with $UBER. If their Texas launch goes well, we might just see this pop up everywhere around the map. Hard to give a price target. I normally don't bullpost a single stock but I haven't seen such a stupidly high potential stock sitting at a low marketcap before.