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九哥 Captain
其实离开老虎有几年了。疫情那年错过了特斯拉，梭了蔚来，单钓moderna call 赚了21倍，出金，留了些本金全给了ff。后面已经转大a了。但最近被美国朋友报了个红包，回归了。以前的老人好像不在了.
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九哥 Captain
九哥 Captain
·
01-23 01:34
$拼多多(PDD)$
揍了就揍了呗 ，不是看不起你。四千亿现金 能罚到伤筋动骨？
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九哥 Captain
九哥 Captain
·
01-22 03:50
$微软(MSFT)$
美股现金王。比谷歌亚马逊还吸金
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九哥 Captain
九哥 Captain
·
01-22 00:02
$哔哩哔哩(BILI)$
不觉得盈利抓手有百度好，未来也不可能成为腾讯。小马哥的商业眼光和战略还有人口红利不是谁都能赶上的。小孩子越来越少，b站再不盈利真就赶不上了。 但是一旦盈利，也就有了算账的模型，又难以支撑这么高的估值。真的两难。 像网易 米哈游一样做一款爆款游戏吸金很难。代理一款又竞争不过腾讯。流量入口粘性非刚需 跟爱奇艺 差不多，还不如搜索引擎。
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九哥 Captain
九哥 Captain
·
01-21 22:54
$拼多多(PDD)$
本来就是某些前员工仗着特殊前身份关系找茬，现在大事化小，挺好。谁都丢不起这人。谁好意思揭开锅盖打光辉总局形象的脸。
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九哥 Captain
九哥 Captain
·
01-21
$拼多多(PDD)$
处罚太及时啦 仓都没加够
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九哥 Captain
九哥 Captain
·
01-21
$苹果(AAPL)$
这就是历史最强财报的样子？ 再牛逼的ai也需要入口啊。还有比iPhone更好的物理终端吗
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九哥 Captain
九哥 Captain
·
01-20
$哔哩哔哩(BILI)$
头掉了 兆头不好 清仓了
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九哥 Captain
九哥 Captain
·
01-16
$纳斯达克(.IXIC)$
看样子今天要按死一部分末日期权了
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九哥 Captain
九哥 Captain
·
01-16
$美高梅(MGM)$
$金沙集团(LVS)$
which do u prefer
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九哥 Captain
九哥 Captain
·
01-13
$拼多多(PDD)$
欧洲别一窝蜂的跟 靠谱学啊。吃亏的是我拼刀刀
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个人认为其盈利抓手远不如百度扎实，未来也绝无可能成长为腾讯级别的企业——小马哥的商业眼光、战略布局，加之腾讯发展期的人口红利，都是难以复刻的优势。当下新生儿数量持续走低，B站若迟迟无法实现盈利，后续发展只会愈发被动；可一旦盈利落地，对应的估值算账模型成型，现有的高估值又很难被支撑，陷入进退两难的境地。想要像网易、米哈游那样自研爆款游戏实现大额吸金，难度极大；走代理游戏的路线，又难以与腾讯抗衡。而B站的流量入口粘性属于非刚需属性，和爱奇艺类似，商业价值远不及搜索引擎这类刚需入口。”","html":"我用ai整理一下 “哔哩哔哩(BILI) 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