Personally, i think the recent brutal sell off has been overdone. But I like overdone stuff (except for my steak haha), so that I can take the opposite direction, and be a contrarian. Interestingly, Fear and Greed index has reached extreme greed level 2 days ago - the first time in about 6 months. Be greedy when others are fearful? Sold a Put on the day when the index hit extreme fear, on Tesla. Not financial advice. And it’s a risky move. Not just that, I have also picked up a few sha...
It's understandable to assume$苹果(AAPL.US)$will be hurt by inflation. Rising prices might force some consumers to hold off buying Apple's latest devices. But Apple isn't just a hardware company. For years, it quietly built a slew of software-as-a-service ($SaaS概念(LIST2520.US)$) offerings that generate recurring revenue through subscriptions. Apple's services segment encompasses its AppleCare warranty and repair program, digital payments, cloud storage...
Recently, the U.S. stock IPO market is booming, with mobile POS payment company Toast, cross-border remittance platform Remitly Global, software provider Freshworks, EngageSmart and many other companies soaring on the first day of listing. $Cue Health(HLTH.US)$$SaaS概念(LIST2520.US)$
接下来的一两年
大模型军备竞赛会加速
小型saas公司 牛市的高估值和cagr 可能需要重新计价,也会被利润侵蚀。 $SaaS概念(LIST2520.US)$
华尔街喜欢有可预测的稳定现金流高cagr 高估值叙事,但颠覆式创新对接下来saas股票类型带来是不可控的风险。
这也是现在高度抱团资金拥挤集中的原因之一
网络效应 规模经济 知识产权
接下来AI应用,谁拥有三者其二的护城河。那它就是十年前的meta 和 crm
软件吞噬世界
AI颠覆Saas
Be greedy when others are fearful? Sold a Put on the day when the index hit extreme fear, on Tesla. Not financial advice. And it’s a risky move. Not just that, I have also picked up a few sha...
加密行业是为数不多还能全球化/协作的技术领域
BTC是普罗大众最容易对冲MMT和央行放水/通胀的办法
综合回报近似美股 $英伟达(NVDA.US)$ $3倍做多半导体ETF-Direxion(SOXL.US)$ $SaaS概念(LIST2520.US)$
Apple's services segment encompasses its AppleCare warranty and repair program, digital payments, cloud storage...
$Cue Health(HLTH.US)$ $SaaS概念(LIST2520.US)$
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