---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40651358.md"
description: "$Tuya(TUYA.US) Agree but not completely.For Tuya's ToB business, look at scale, look at profit margin ✅ For example, Tuya is the front-end supply chain, but I value more the user stickiness of the back-end to the front-end (BtoB).Without stickiness, having scale or profit margin makes it hard to sustain growth in a red ocean market."
datetime: "2026-05-11T18:52:13.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40651358.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40651358.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40651358.md)
author: "[Gavin Luck](https://longbridge.com/en/profiles/12634420.md)"
generator: "portal-rs"
---

# $Tuya(TUYA.US) Agree but not completely.For Tuya's…


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## Comments (2)

- **奇迹的交易员cola · 2026-05-11T19:16:53.000Z · 👍 2**: yes，成长性。
- **Gavin Luck · 2026-05-11T19:00:29.000Z · 👍 1**: The scale will ultimately be directly reflected in the market through product fit.Profit margins will ultimately be directly reflected through the quality of the product.And if judging a B2B enterprise, I believe user stickiness ranks first in my mind.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**