与「SBC」相关的搜索结果

散戶天天幻想着谷歌會高溢價收購 HubSpot，卻選擇性瞎了沒看見它最新財報裡中型企業客戶的剩餘履約義務（RPO）增速已經掉到了個位數。HubSpot 主打的是一體化行銷軟體，最新一季為了留住客戶，大幅拉高了折扣和促銷力度，這直接導致平均客戶營收（ARPU）出現停滯下滑。更危險的是，它的員工股權激勵（SBC）佔營收比重常年卡在20%的高位，二級市場股東的權益每季都在被慢性稀釋。一旦收購預期落空，這張高估值損益表根本沒有下檔支撐。

I think something to highlight also is not all my ideas are green, especially on short term timeframes! My core three themes are Neoclouds (Energy), Memory, and Photonics. And I'm glad I chose the literal top performers for each segment from $NBIS to $EWY leaps to $SIVE. However, I still have pretty large losses following the false analyst report on CPO delays that $NVDA refuted: That nuked 3 of my TW CPO longs from Foci, Msscorp, Xintec and others. (which are heavily red). Shunsin / Win Semi are holding up much better though. Some of the other ones in Japan that I've mentioned like Towa, Harmonic Drive, NCI, etc. are performing much better following short-term volatility. As for Korea yes I have PTSD for from Auros and now Foosung that are both both red (I didn't own 093370 though, just got PTSD watching price action). Idk if I'll touch Korea again, just way too volatile. But I still think those will end up green eventually following Sk hynix/samsung qualifications + HVM, and the future japanese supply chain shutdown. I also did change some of my previous long ideas like $XLU following the Iran War nuking all chances of rate cuts from 3-4 down to 0, and that didn't play out too well. Three software names I mentioned previously like $TTD, $META ended up red. $SNAP, I also changed my thesis after noticing the endless SBC accounting methods. $RDDT idea was finally in the green from $130 -> $170 after a long time. But I think the vast majority of my ideas like $MRVL, $NBIS, $ARM, $INTC, $MU, $LITE, SK Hynix, Samsung, for larger cap. Down to $AXTI, $LITE, $AAOI, $RPI, $IQE, and others for smaller cap positions directionally play out pretty well. With random stuff like $SIMO, $HPS.A, $TSEM, $AEHR, $LPK, $SOI, $ALRIB, and so on all ended up turning out aight too. The blended average is kinda overwhelmingly green since majority of my long ideas are triple digit YTD. But I've definitely missed a few. Also entry point is really important too... I mentioned $AAOI at $30 or $AXTI at ~$13, but not everyone has the same entry point. So if someone bought AOI at $220 and it dropped to $160, I'd feel bad. But regardless, I'd prefer to judge how ideas play out on medium term timeframes over a few months rather than a few weeks.

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💡出演情報 6/4(木)13:55〜放送の SBC信越放送「#ずくだせテレビ」に長野県出身の# #杉本萌# #北澤百音# #中田麻実# の3名がVTR出演します📺 6/6(土)開催「大人の文化祭」に向けて奮闘する3人に密着✨ 意気込みやレッスンの様子をぜひご覧ください！