中文翻译
@amitisinvesting 同意对 $RDDT 的看法，我认为财报/预期带来的 -22.61% 反应似乎被夸大了。他们的变现策略似乎正在发挥奇效。鉴于前沿实验室总是需要更多数据，AI 授权(AI licensing)似乎也是不可避免的。这是最让人困惑的抛售之一。
· 个股论点
认为RDDT财报后跌幅被夸大，看好其变现策略及AI授权前景。
涉及标的： $RDDT
英文原文
@amitisinvesting Agreed on $RDDT, the -22.61% reaction seems overblown to me off those earnings/projections. Their monetization strategy seem to be working wonders. AI licensing seems inevitable as well given your frontier labs always want more data. Was one of the more confusing selloffs.