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$蘋果(AAPL.US)$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)$
接下來的一兩年
大模型軍備競賽會加速
小型saas公司 牛市的高估值和cagr 可能需要重新計價,也會被利潤侵蝕。 $SaaS概念(LIST2520.US)$
華爾街喜歡有可預測的穩定現金流高cagr 高估值敘事,但顛覆式創新對接下來saas股票類型帶來是不可控的風險。
這也是現在高度抱團資金擁擠集中的原因之一
網絡效應 規模經濟 知識產權
接下來AI應用,誰擁有三者其二的護城河。那它就是十年前的meta 和 crm
軟件吞噬世界
AI顛覆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...
加密行業是爲數不多還能全球化/協作的技術領域
BTC是普羅大衆最容易對沖MMT和央行放水/通脹的辦法
綜合回報近似美股 $英偉達(NVDA.US)$ $3倍做多半導體ETF-Direxion(SOXL.US)$ $SaaS概念(LIST2520.US)$
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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