从2024美国选举到2025Trump的Tariff，市面上的NOISEisabitoverwelming.
AccordingtoFactSetandasoflastweek:
TheS&Phasreportedearningsgrowthof12.9%onaverage
78%ofS&P500companieshavebeatenEPSestimates
Only8companieshavewithdrawnestimatesorarenotupdatingforFY2025
Newsagenciescouldgivearat’spatootieaboutwhetheryoumakemoneyornot.
Theymakeagoodchunkofchangebyconstantlycy...[
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后记：
Whatyouwanttobeaskingyourselfthismomentiswhyyouwouldn’tbuyit.
Cybersecurityisa$4-6trilliondollarproblemthatisgettingworseeveryday
There’sanattackevery39secondsgloballyaccordingtovarioussourcesbutIexpectthattodropbyhalfwithinthenext12months
Everythingwithachipinitfromyourrefrigeratortoyourcar,yourphoneandyourretirementaccountisatrisk
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https://www.youtube.com/watch?v=TnVLxAuq4_c&t=248s
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SchoolofHardKnocks
https://www.youtube.com/@theschoolofhardknocks/shorts
https://www.youtube.com/shorts/kGAXUaLBPyo?
https://www.youtube.com/watch?v=q7sSi9h6nYM
NikeshArora|All-InSummit2024
https://www.youtube.com/@syzthefuture?
SyztheFuture
https://youtube.com/shorts/kGAXUaLBPyo?si=YmWL3TfyKZ86k_bk
https://www.youtube.com/watch?v=Pwk5MPE_6zE
JPwi...[
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Itisnotthatlifeisbrief,butthatwesquandermuchofit.Lifeislongenough,andwearegrantedampletimetoachievegreatthingsifweinvestitwisely.Yetwhenwefritteritawayincarelessindulgenceoridlepursuits,wearejoltedbydeath’sfinalitytorealizeitslippedthroughourfingersbeforeweevennoticed.Thetruthisthis:wearenotgivenashortlife,butweshortenitourselves;wearenotdeprivedoftime,butwastefulwithit.Lifeislongifyouknowho...[
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Impliedvolatility(IV)isameasureofthemarket'sexpectationofastock'soroption'sfuturepricefluctuations,derivedfromthepricesofoptionsonthatasset.Itreflectstheanticipatedvolatilityoftheunderlyingassetovertheoption'slifespan,expressedasanannualizedpercentage.HigherIVindicatesgreaterexpectedpriceswings,oftenduetoupcomingeventslikeearningsreportsormarketuncertainty,whilelowerIVsuggestsmores...[
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“Peoplearesobusytryingtopredicttheunpredictablethattheyforgettothinkabouttheprofitable,evenifit’ssmackinfrontofthem.“
"Largevolumetraderscaneasilyshapelowtimeframeperformance.Theywillmanipulatethebeansoutoftheprice."
Peoplewiththedeepestpocketswhocanpushthepricethemostarealsothepeoplewiththebestinformation.
Therichestpeopleintheworldhavethemostexpensiveandcompe...[
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不出所料：2025-06-03CRWDafterER
The6%after-marketdeclineinCrowdStrikeHoldings,Inc.(CRWD)stockonJune3,2025,wasprimarilydrivenbythecompany'sweaker-than-expectedguidanceforfiscalyear2026,despitereportingstrongQ1results.Herearethekeyfactorscontributingtothedrop:
1.**DisappointingEarningsGuidance**:CrowdStrikeissuedguidanceforFY26withadjustedearningspershare(EPS)of$3.44–$3.56,si...[
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