Jimmy狐狸
@jimmyhuli
Vibe Investing & Vibe Coding
两年30倍，投资、分享美股的成长科技股
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841 Following 24.1K Followers
RIP Michael Burry
BREAKING: Lululemon stock, $LULU, crashes over -20% after reporting a sharp decline in revenue and weaker than expected guidance.
The stock is now trading at its lowest level since May 2018 and down -81% from its all-time high.
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I don't think we should price in "next 3 years" to justify today's price, so $CBRS is very expensive and I don't want to touch it (not yet)
Not sure if anyone cares about $CBRS but I'm listening to the earnings call and hearing some pretty bullish stuff.
I don't think the stock should be down -15% AH after raising full year guidance and full year gross margins.
Stock looks expensive on 2026 numbers but looks cheap if you think they can 10x revenues over the next 3 years.
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推荐 LIWEI ~
fully agree with his argument
I fully understand the volatility drag and decay associated with leveraged ETFs. However, my market experience tells me that even for the most brutal cyclical stocks—such as shipping equities—after a steep pullback from their peaks, a 3x forward P/E is already nearing the lower bound of a reasonable valuation range. Let alone a memory industry leader with a significantly deeper economic moat.
My rational mind tells me that any further downside for SK Hynix is purely driven by emotional selling, and I should act as a contrarian and pull the trigger on a buy
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