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Kelvin19

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- Kelvin19Kelvin19
  ·08-21 10:40
  $BABA-W(09988)$ They said the investment in AI is expected to pay off in three years. So why should we buy the stock today if the investment isn’t expected to generate meaningful returns for another three years?
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- Kelvin19Kelvin19
  ·08-08
  $SanDisk Corp.(SNDK)$ What a gift to buy SNDK now Market Cap: 180.6B PE: 16.43 Forward PE: 5.86 $70.88 FY26 non-GAAP EPS → $39.25 Q4 → $44–46 Q1 guidance → PE → Datacenter $2.98B → Gross margin 84.6% → $15.5B remaining buyback → AI storage demand → NBM multi-year contracts
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- Kelvin19Kelvin19
  ·07-01
  $SpaceX(SPCX)$
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- Kelvin19Kelvin19
  ·2025-04-07
  $FI2 CSOP HSI(07500)$
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href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a>&nbsp; They said the investment in AI is expected to pay off in three years. 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So why should we buy the stock today if the investment isn’t expected to generate meaningful returns for another three years?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598992026346352","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":594547364881984,"gmtCreate":1786179857746,"gmtModify":1786185550614,"author":{"id":"4109330856359640","authorId":"4109330856359640","name":"Kelvin19","avatar":"https://community-static.tradeup.com/news/3936d08a063a917126314185831862c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109330856359640","idStr":"4109330856359640"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a>&nbsp; What a gift to buy SNDK now Market Cap: 180.6B PE: 16.43 Forward PE: 5.86 $70.88 FY26 non-GAAP EPS → $39.25 Q4 → $44–46 Q1 guidance → PE&nbsp; → Datacenter $2.98B → Gross margin 84.6% → $15.5B remaining buyback → AI storage demand → NBM multi-year contracts","listText":"<a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a>&nbsp; What a gift to buy SNDK now Market Cap: 180.6B PE: 16.43 Forward PE: 5.86 $70.88 FY26 non-GAAP EPS → $39.25 Q4 → $44–46 Q1 guidance → PE&nbsp; → Datacenter $2.98B → Gross margin 84.6% → $15.5B remaining buyback → AI storage demand → NBM multi-year contracts","text":"$SanDisk Corp.(SNDK)$ What a gift to buy SNDK now Market Cap: 180.6B PE: 16.43 Forward PE: 5.86 $70.88 FY26 non-GAAP EPS → $39.25 Q4 → $44–46 Q1 guidance → PE → Datacenter $2.98B → Gross margin 84.6% → $15.5B remaining buyback → AI storage demand → NBM multi-year contracts","images":[{"img":"https://community-static.tradeup.com/news/f546c768f8bd8cbfa22b1b99e7af7227","width":"2537","height":"1238"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":29,"link":"https://ttm.financial/post/594547364881984","isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":581084866319728,"gmtCreate":1782896531455,"gmtModify":1782898264576,"author":{"id":"4109330856359640","authorId":"4109330856359640","name":"Kelvin19","avatar":"https://community-static.tradeup.com/news/3936d08a063a917126314185831862c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109330856359640","idStr":"4109330856359640"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a>&nbsp;","text":"$SpaceX(SPCX)$","images":[{"img":"https://community-static.tradeup.com/news/52795316e81062c92c481e0e9e0a6a6a","width":"1044","height":"1622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581084866319728","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":421759125717216,"gmtCreate":1743999458046,"gmtModify":1744000586991,"author":{"id":"4109330856359640","authorId":"4109330856359640","name":"Kelvin19","avatar":"https://community-static.tradeup.com/news/3936d08a063a917126314185831862c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109330856359640","idStr":"4109330856359640"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/07500\">$FI2 CSOP HSI(07500)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/07500\">$FI2 CSOP HSI(07500)$</a>&nbsp;","text":"$FI2 CSOP HSI(07500)$","images":[{"img":"https://community-static.tradeup.com/news/973b7b4f8b3f569468d32eb715cc87ca","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/421759125717216","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}