8/26/24 :: VROCKSTAR :: 
AMBA
More things that go hrmm @ $50
- sales are going in reverse. maybe this changes but idk if it's all that relevant in a ST valuation context. they aren't getting any traction with this product, apparently
- they pay out 3-4x their "FCF" generated in stock comp - this is an example where employees are incentivized to take it and dump. this is
SNOW's problem (among other tech stonks going in reverse).
- i genuinely dunno if i'm going to short this or just stay clear. it's nothing i'd feel comfortable holding outside of earnings, if i did play the flip, i'd dump it. if it missed/ dumped there's a 0% chance i'd want to dip buy it.
- really question how this is still worth $2 bn.
- seems like a toxic asset. things that go hrmm.
V
AMBAMore things that go hrmm @ $50
- sales are going in reverse. maybe this changes but idk if it's all that relevant in a ST valuation context. they aren't getting any traction with this product, apparently
- they pay out 3-4x their "FCF" generated in stock comp - this is an example where employees are incentivized to take it and dump. this is
SNOW's problem (among other tech stonks going in reverse).- i genuinely dunno if i'm going to short this or just stay clear. it's nothing i'd feel comfortable holding outside of earnings, if i did play the flip, i'd dump it. if it missed/ dumped there's a 0% chance i'd want to dip buy it.
- really question how this is still worth $2 bn.
- seems like a toxic asset. things that go hrmm.
V
免責聲明
這些資訊和出版物並不意味著也不構成TradingView提供或認可的金融、投資、交易或其他類型的意見或建議。請在使用條款閱讀更多資訊。