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MRVL OF THE MINDS2026-02-2324 minSchwab Network2026-02-0207 minMRVL OF THE MINDS2026-01-3031 minMRVL OF THE MINDS2026-01-2332 minChip Stock Investor Podcast2025-12-0817 minBreaking News To Trading Moves2025-12-0309 min米国株投資で幸せ作り2025-12-0313 minWALL STREET COLADA2025-12-0204 minMRVL OF THE MINDS2025-11-1432 minD-Risk Investing Podcast2025-11-0606 minMRVL OF THE MINDS2025-10-0235 minMRVL OF THE MINDS2025-09-0222 minMRVL OF THE MINDS2025-08-0336 minMRVL OF THE MINDS2025-07-1229 minMRVL OF THE MINDS2025-07-0637 minChip Stock Investor Podcast2025-06-1022 minEarnings Report Digest2025-05-3001 minMRVL OF THE MINDS2025-05-1841 minMRVL OF THE MINDS2025-04-1937 minMRVL OF THE MINDS2025-04-1235 minMRVL OF THE MINDS2025-04-0732 minMRVL OF THE MINDS2025-03-2829 minMRVL OF THE MINDS2025-03-2429 minMRVL OF THE MINDS2025-03-1530 minMRVL OF THE MINDS2025-03-1032 minThe Drill Down2025-03-0606 minEarnings Report Digest2025-03-0601 minMRVL OF THE MINDS2025-03-0132 minMRVL OF THE MINDS2025-02-1836 minMRVL OF THE MINDS2025-02-1835 minMRVL OF THE MINDS2025-02-1429 minMRVL OF THE MINDS2025-02-0432 minMRVL OF THE MINDS2025-01-2528 minMRVL OF THE MINDS2025-01-1228 minMRVL OF THE MINDS2025-01-0232 minKUMA熊美股筆記
KUMA熊美股筆記KUMA熊美股筆記20241213直播存擋-男人眼中不要只有年輕可愛辣妹1.友情推薦天邊的家年菜預購 2.開場分享 24Q3財報季的幾筆交易、24Q3財報季的幾個想法、Agent AI、半導體指數為什麼表現差 3.直播聽眾QA環節 想知道 Sora對 NET 與 AKAM 影響 明年會關注的產業 謝謝 明年會關注的米其林餐廳 謝謝 Saleforce目前估值和明年獲利預期怎麼看? AKAM, NET, FSLY 如何選擇? 如果分散的話投資占比比例? 遇到估值很高的股票話用什麼策略投 用房子貸了一筆錢出來 利率約2% 想先放在短期債券中等股市要死不活人人喊打再換去美股 所以應該沒有匯率問題 這樣做法有什麼問題嗎 美股永遠不會跌是吧? 今天發哥帶動。談一下發哥 輝達 or apple 之間的互動 2025除了科技股會配置其他類股嗎? 想知道庫馬哥奢侈品類股第一會想到哪一檔 辭職後有什麼打算 1. 如何看待 Arista Network 在数据中心的成长性? 有没有可能replace / outgrow Cisco? 2. Nvidia 的优势还能保持多久? 如何看待UALink 对NVLink 的威胁? CXL在AI时代还有未来吗? 3. 您认为inference 什么时候才会大量铺开? 2027 年以后吗? 4. 有看到一些分析认为 Humanoid (warehouse use) 到2028 的CAGR 是108%。想听听您的意见。 5. 如何看待2025 半导体股。 請教GPU的瓶頸看來有緩解的趨勢,但電力沒有,電力在美股有投資的機會嗎?感謝🥹 核電廠有什麼想法嗎? 請庫馬再分享一次為什麼MRVL 抱的住,同是代工ASIC的$avgo怎麼看? 近期關注的產業,軟體最近的想法,是同上個月嘛😆 TPUv7 穩的嗎 請問KUMA認為明年有機會成長的族群,網通、ai pc、軟體、記憶體、量子,哪個比較有機會呢? Kuma大是怎麼挑選哪一個產業或個股來研究的,會分析財報比如 現金流量 資產負債表之類的嗎 請問就ASIC的部分AVGO、MRVL、聯發科跟世芯目前分別接了哪些CSP業者的訂單?還有未來的訂單變化? 請問哥有沒有用波段玩正在瘋漲的 真•長期持有且看好 股票. 如果想玩有沒有什麼方法或建議,謝謝 請問有看好哪檔cpo嗎?奇景光電、aaoi、cohr 、lite 、mrvl?就題材多樣性mrvl適不適合長持?謝謝。
2024-12-151h 25MRVL OF THE MINDS2024-12-0829 minChip Stock Investor Podcast2024-12-0715 minMRVL OF THE MINDS2024-11-0526 minMRVL OF THE MINDS2024-10-2231 minMRVL OF THE MINDS2024-09-3030 minMRVL OF THE MINDS2024-08-1931 minMRVL OF THE MINDS2024-07-3028 minMRVL OF THE MINDS2024-07-2426 minLet It Grow Investing2024-07-2234 minInvesting in Intelligence: AI Stocks and Options2024-07-1733 minMRVL OF THE MINDS2024-07-0931 minMRVL OF THE MINDS2024-06-1542 minTech Earnings Calls2024-05-3158 minThe Drill Down2024-05-3104 minMRVL OF THE MINDS2024-05-2744 minMRVL OF THE MINDS2024-05-2746 minMRVL OF THE MINDS2024-04-2330 minMRVL OF THE MINDS2024-04-1431 minMRVL OF THE MINDS2024-04-0641 minMRVL OF THE MINDS2024-03-2350 minChip Stock Investor Podcast2024-03-0815 minThe Drill Down2024-03-0805 minMRVL OF THE MINDS2024-01-1934 minMRVL OF THE MINDS2024-01-1832 minA Trader\'s Education Podcast2024-01-1202 minMRVL OF THE MINDS2023-11-2734 minMRVL OF THE MINDS2023-11-1535 minMRVL OF THE MINDS2023-11-0833 minMRVL OF THE MINDS2023-10-3137 minMRVL OF THE MINDS2023-10-2331 minMRVL OF THE MINDS2023-10-1736 minMRVL OF THE MINDS2023-10-0922 minThe A.J. Brown Show2023-10-021h 00MRVL BROs2023-09-202h 40The A.J. Brown Show2023-08-2154 minMRVL OF THE MINDS2023-07-3029 minMRVL OF THE MINDS2023-07-2240 minMRVL OF THE MINDS2023-07-1436 minMRVL OF THE MINDS2023-07-0746 minMRVL OF THE MINDS2023-07-0429 minMRVL OF THE MINDS2023-06-2351 minMRVL OF THE MINDS2023-06-0858 minDaily Stock Picks2023-05-2650 minMRVL OF THE MINDS2023-05-1951 minMRVL OF THE MINDS2023-04-2529 minSemiconductor Investing and Moore2023-03-131h 18MRVL OF THE MINDS2023-03-0535 minDaily Stock Picks2023-03-0149 minMRVL OF THE MINDS2022-12-0835 minBenzinga Daily Stocks To Watch2022-11-2913 minMRVL OF THE MINDS2022-11-2927 minMRVL OF THE MINDS2022-11-2043 minMRVL OF THE MINDS2022-10-2844 minMRVL OF THE MINDS2022-10-1738 minMRVL OF THE MINDS2022-09-3034 minMRVL OF THE MINDS2022-09-1636 minMRVL OF THE MINDS2022-09-0234 minMRVL OF THE MINDS2022-08-1939 minMRVL OF THE MINDS2022-08-0423 minMRVL OF THE MINDS2022-08-0100 minMRVL BROs2022-04-112h 12MRVL BROs2022-04-041h 27MRVL BROs2022-03-281h 18Options Playbook Radio2017-08-2415 min