Meet Kevin发布 2026-08-24
《Memory Stock Crash, Bessent Bailout, Iran, Stocks & Real Estate》
$UI未站边
UI是一家基本面强劲的公司，具有定价权和AI敞口，但其低成交量和集中持股使其容易遭受急剧抛售。
看看Ubiquiti。我认为Ubiquiti会卷入某种硬件狂热，而且它是一只成交量非常低的股票。你知道，它不太受关注。它的持股非常集中，所以当他们卖出时，股价会很快受到打击。嗯，但它是一家很棒的公司，拥有巨大的定价权，他们将站在人工智能的前沿，无论是摄像头安防、网络设备还是其他领域。我真的很喜欢Ubiquiti。
Look at Ubiquity. Ubiquity is going to get caught up I think in sort of the hardware madness and it's a very low um uh low volume stock. you know, it doesn't get a lot of attention. It has a, you know, very very tight ownership concentration and so when they go to sell it really hurts the stock fast. Um, but it's a fantastic company with massive pricing power and they will be at the forefront of artificial intelligence in proumer uh uh whether it's camera security, networking equipment or or otherwise. I I really like ubiquity.