Tiger V
11-01

$Alphabet(GOOG)$ The market has just re-rated GOOG for a "capex-heavy, cash-flow-negative" regime. The near-term trend is clearly down; the debate is now about how much of the AI-spending risk is already priced in, not whether growth exists.

Winning Trades
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Comments

  • Han Y
    11-01
    Han Y
    我也不想你的engineer is an engineer and engineer in the building for sure and the other one
  • Weipin89
    11-02
    Weipin89
    The first thing you should know when buying an iPhone is the following question 🙋‍♀️ that will be answered by a person who is not an
  • monkeyking
    11-01
    monkeyking
    增长是现实,高估值也是现实,看资本之间如何博弈了。。。。 
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