《Memory Stock Crash, Bessent Bailout, Iran, Stocks & Real Estate》
CRDO财报后的涨势完全消退；数据中心交易估值偏高但具有周期性，暗示中性立场。
未明确方向
我有Cyber Soften。我有Cororeef。Cororeef有出色的盈利，但天哪，他们没能保持住。让我看一下日线图。是的。是的。是的。是的。他们在盈利后上涨，但基本上又全部回吐了。
数据中心交易有点过于昂贵，但没关系。这都是周期。
I've got Cyber Soften. I've got Cororeef. Cororeef had these fantastic earnings, but man, they couldn't keep it up. Let me go to the day chart here. Yeah. Yeah. Yeah. Yeah. They popped on earnings and they basically gave it all up again. This is sort of the data center trade is is uh getting a little rich, but that's all right. It's all a cycle.