註冊並分享邀請連結,可獲得影片播放與邀請獎勵。

Felix Wang, CFA
@HedgeyeTech
MD @ Hedgeye; AI/Frontier Tech, Semis, China, $AAPL $NVDA $MSFT $CRWV $NBIS, OpenAI, Anthropic, $BABA $VRT $SE $AVGO Not Investment Advice
加入 May 2009
784 正在關注    19.4K 粉絲
Yesterday morning, we told clients to take profits on Raspberry Pi $RPI.LN $RPBPF after a 20% surge post earnings. Today, the stock is down 9%. Did someone read our note? Our Long was already up 160% - good results but as we noted, the bar is much more challenging for 2H 2026, along with peak signs and potential impact from Meta's Muse Sign up for our research here:
顯示更多