賭Nio一年半內執笠 [2]

呢啲利好AMD FPGA
Edge computing ecosystem

樓主點睇amd同acn?
黎緊想入呢2隻

軟件既話 microsoft係龍頭？ 會唔會都係佢搞先

點睇Duolingo
佢好似都試緊用AI

樓主有無留意開Unh呢隻股
黎緊財報又點睇

NIO 好似賣多咗
樓主點睇

樓主呢排有冇update關於天然氣

加唔加D UNG

同問不過樓主呢排應該忙

Crowdstrike (CRWD) 出咗事
有貨嘅小心
冇貨 Put 爆佢, 睇佢會落 $27x

開市先put到呢張期貨黎？

set 定價等開市 only
$1.25 同埋 $1.4 都有 set
買唔買到就唔知
可能一開始插落去已經買唔到
暫時而家跌緊 5%

唔會買到 支牛個模型

應該難入到？
跌左5% 啲價都升左1-2倍了

暫時我最高 set 到 $2.4 但買少啲

佢最少 Drop 25%
多嘅可以 50% +

依家都drop 10%了
啲價都跳幾個開

間野唔知洗唔洗賠錢

好問題
而家市場睇緊兩個方向

1. 如果今次嘅問題唔能夠 over the air 解決
需要每部電腦入 Safe Mode > 移除 CrowdStrike 個更新
CrowdStrike 正式宣佈玩完

2. 賠償
"CrowdStrike is offering a warranty to Falcon Complete™ customers that will cover up to $1 million in breach response expenses if there is a security incident within the environment protected by CrowdStrike Falcon® Complete."
雖然今次唔算係 security breach, 但某程度上仲衰過 breach
(自己 update up 死咗, 仲要藍畫面 boot 唔到機)
就當佢用呢個金額嚟賠償, Falcon Complete customers 13 + millions
即係要陪 $1 million x 13 + millions = USD 13T (大概賠四間 Microsoft)
CrowdStrike 而家市值係 83.48B

如果直接賣空佢點睇
而家似乎等到開市啲put已經上哂天

又學到野
想知樓主點睇美國航空股?
例如dal aal ual luv呢啲