財報過三關： HIMS TTD SE

HIMS 同SE sell side 共識極度低估，預計ER數字將全面大beat。

TTD受惠於數位廣告業順風營收成長加速，我會想觀察AMZN ER後股價表現如何，預期AMZN營收成長持續加速，但大致符合buy side預期，情況與TTD類似。若AMZN ER 大升， TTD勝率應該偏高。

TTD拉起咗啦 想當年SMART 得佢有料到
但做唔到next goog啦

跟！！

btw CLS beat 都扯唔起 sad

發現財韭間唔中提起hims

跟

HIMS 16.5入咗

HIMS仲有得升？

升足成年

高J冇計啦，唯有趁而家低位溝囉

我16.7

跟

跟

Vrt幾時走？

16
而家夠低買未

14.7 成本

上年都左HIMS伏

se上望幾多

option 點買？

CIBC downgraded Celestica to Neutral from Outperformer with a price target of $49, up from $41. The company's Q1 results and outlook for Q2 and 2024 "were excellent" as it continues to benefit from compute capacity demand from hyperscalers related to generative artificial intelligence, the analyst tells investors in a research note. However, a deceleration in its enterprise segment due to customer demand shifting to its communications segment "raises a new risk factor," says CIBC. The firm believes it increases the possibility of slowing company growth in revenue and earnings. As a result, it expects lower growth in revenue and in earnings for the second half of 2024 and for 2025.

多謝樓主之前講SE

禁制買call 或者 put

HIMS 小時圖好似突破咗頭肩底

邊位師兄咁得閒dislike 晒所有留言