The Intrinsic Value Podcast

The Intrinsic Value Podcast 谈过的股票

共 33 只股票最近 2026-08-29

另有 41 条未标注说话人

KOL的观察点

$FIX08-29
Sustainability of AI capex cycle and backlog conversion
暂无中文转述,仅英文原句可核对。
$FIX08-29
Sentiment turning against the business or market discounting data center revenue streams
暂无中文转述,仅英文原句可核对。
$WIX08-20
Base44 margins reaching 60% in H2 2026
暂无中文转述,仅英文原句可核对。
$MSFT08-20
Return on capital from AI infrastructure investments
暂无中文转述,仅英文原句可核对。
$CSGP08-20
reduction or elimination of spending on Homes.com
暂无中文转述,仅英文原句可核对。
$RDDT08-15
logged in user growth rate
暂无中文转述,仅英文原句可核对。
$AMZN08-13
returns on invested capital for hyperscaler data center investments
暂无中文转述,仅英文原句可核对。
$AAPL08-13
capital allocation of cash on balance sheet
暂无中文转述,仅英文原句可核对。
$AAPL08-13
integration of AI into products
暂无中文转述,仅英文原句可核对。