The fundamentals are fine. The only concern is on the trading side, from 140 to 349, it's up 150%. It's been overextended within a year, with most of the gains coming from valuation expansion, while the earnings growth rate is only 20%.

So in the next year or two, it might experience high-level volatility to digest the valuation. It's impossible to double consecutively in one go, right? That would make the shareholder structure too unstable.

Longbridge - Sam港美股日记
Sam港美股日记

谷歌会成为下一个甲骨文吗?

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