《I'm Investing $40,000 into this ONE Stock》
AMD是一个强劲的AI增长故事，但说话者更倾向于等待回调至370美元时通过卖出看跌期权而非现在买入。
我正准备将近 40,000 美元投入一只股票。而且我相信这家公司可能是未来几年 AI 热潮中最大的受益者之一。
I am preparing to invest nearly $40,000 into one stock. And it's a company I believe could be one of the biggest beneficiaries of the AI boom over the next several years.
不过对于这家公司来说，收入正在爆发式增长。其数据中心业务——这本身就给你一个线索——刚刚增长了超过 100%。其 AI 机会还在变得更大。而且这家公司不是英伟达。
For this company though, revenue is exploding. Its data center business, and that's going to give you a clue right there, just grew more than 100%. Its AI opportunity continues getting even bigger. And the company is not Nvidia.
但问题是，对于我即将投入 40,000 美元的这只股票，我今天不会买入。至少不会以今天的价格买入。如果这只股票跌到我想要的价格，我可能会买入 100 股，确切地说是 37,000 美元。