Meet Kevin发布 2026-08-28
《HERE WE GO. Fed Jackson Hole Speech.》
$TEAM未站边
对Atlassian持中性立场；并非看跌，但警告历史利润率不佳是需要监控的风险因素。
Atlassian表现非常好。Atlassian在这里有一个漂亮的底部。我们实际上没有Atlassian的回撤，但我们可以轻松地把它放进去。我们没有Atlassian的敞口，但我们对他们做了很多基本面分析，他们的数字非常好。
非常好的增长，很好的资产负债表，现金流，非常好的数字。这家公司有很多值得喜欢的地方。
I've got Atlassian's doing really well. Nice bottoming over here on Atlassian. We don't actually have a retracement on Atlassian, but we can easily throw this in. We uh don't have exposure to Atlassian, but we've done a lot of fundamental analysis on them, and they have very good numbers. Uh very good growth, uh you know, great balance sheet, cash flow, very, very good numbers here. There's a lot to like at this company.