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$SpaceX (SPCX.US)$ 亏损约1万亿日元，其TAM（总可寻址市场）的80%集中在AI市场。由于在AI市场处于劣势，前景恐怕十分严峻。当前股价甚至已计入‘移民火星’的预期，一旦开始下跌，很可能长达30年都无法解套。
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$Lasertec半导体 (6920.JP)$ 这里即使过了结算期也没问题吧……
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$超微电脑 (SMCI.US)$
自从股价在拆股前超过1000美元并触及顶点以来，这只股票在财报中从未超出过财务预测（应该如此）。
从标普500指数的成分股中迅速被剔除。多次稀释。纳斯达克除外的疑虑和审计公司的变更。然后经历了一系列事情后又恢复了。
在这里说再见，还是继续持有？财报前的这波上涨。那么该怎么办呢？
自从股价在拆股前超过1000美元并触及顶点以来，这只股票在财报中从未超出过财务预测（应该如此）。
从标普500指数的成分股中迅速被剔除。多次稀释。纳斯达克除外的疑虑和审计公司的变更。然后经历了一系列事情后又恢复了。
在这里说再见，还是继续持有？财报前的这波上涨。那么该怎么办呢？
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182971536 : 应该还不至于已经把火星移民的预期都算进去了吧，真那样的话股价会涨得更高才对