momomochi
評論了
$SoFi Technologies (SOFI.US)$ 跌到25美元的價格是個好機會。在我看來，SOFI在30美元以下都是值得買入的
已翻譯
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momomochi
評論了
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momomochi
參與了投票
1. 引言
由人工智能驅動的半導體超級週期已從根本上重構了行業的價值鏈，將主要瓶頸從計算能力轉移到數據帶寬，並將存儲器從一個普通組件提升爲戰略性協處理器。在這個新範式下， $美光科技 (MU.US)$已經從週期性大宗商品供應商轉型爲人工智能革命的戰略推動者，這得益於其領導地位……
由人工智能驅動的半導體超級週期已從根本上重構了行業的價值鏈，將主要瓶頸從計算能力轉移到數據帶寬，並將存儲器從一個普通組件提升爲戰略性協處理器。在這個新範式下， $美光科技 (MU.US)$已經從週期性大宗商品供應商轉型爲人工智能革命的戰略推動者，這得益於其領導地位……
已翻譯
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momomochi
參與了投票
$SoFi Technologies (SOFI.US)$ 一直是市場中最令人印象深刻的增長故事之一。這家銀行業顛覆者僅在第三季度就新增了90多萬用戶，創下其歷史最高紀錄，收入同比增長38%，較去年已經強勁的勢頭進一步加速。此外，利潤遠超專家預測，同時該公司還在創新方式推動增長並管理風險。
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momomochi : js 買入更多，沒問題的