Jimmy狐狸
@jimmyhuli
Vibe Investing & Vibe Coding
两年30倍，投资、分享美股的成长科技股
个人Substack： ，公众号：Jimmy狐狸
狐狸日历：
我没有 WhatsApp，请务必留意诈骗账号
Joined April 2010
841 Following 24.1K Followers
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.
Show more
