中文翻译
市场上有些事情不太合理。 $RDDT 是财报后的完美例子。 它是目前最赚钱且高增长的名字之一…… 但如果它和软件有关，或者没有烧掉1万亿美元以上 AI 资本开支，市场就不关心？
· 个股论点
认为RDDT财报后估值不合理，盈利高增长却被市场忽视。
涉及标的： $RDDT
英文原文
There's some things in the market that don't make much sense. $RDDT is the perfect example post-earnings. One of the most profitable names right now with high growth... But if it's related to software or not burning $1T+ in AI capex, markets don't care? https://t.co/uWJ55OuZMO