中文翻译
像 $TTD 在 22 美元这样的价位是有吸引力的，大概还有 40% 到 50% 的上行空间，能回到低 30 美元。 $HIMS 在 28 美元也差不多，我能看到它均值回归到 40 美元。 还有 $RDDT，我在 140 美元附近做多，现在也还可以。
· 个股论点
TTD/HIMS/RDDT 都有均值回归机会
涉及标的： $125$140$163$200$22$28$40$HIMS$RDDT$TTD
英文原文
Stuff like $TTD at $22 is compelling, probably 40-50% upside back to low 30's.. Same with $HIMS at $28, I can see mean reversion to $40. And $RDDT at $163, went long around $140, posted some thesis on the way down to $125, but glad it's recovered a bit. Could probably chop a bit but I do see it recovering to $200+ in better macro.