We came across a bullish thesis on Bitmine Immersion Technologies, Inc. on Rittik’s Substack by Anand Capital. In this article, we will summarize the bulls’ thesis on BMNR. Bitmine Immersion Technologies, Inc.'s share was trading at $53.11 as of September 15th. Ethereum nick-chong-0bO235Rhqec-unsplash Bitmine Immersion Technologies (BMNR) has transformed itself from a traditional cryptocurrency miner into the world’s largest Ethereum treasury, holding over 1.71 million ETH tokens valued at $8.24 billion ...

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

We came across a bullish thesis on Opera Limited on Long-Term Pick’s Substack by Dan. In this article, we will summarize the bulls’ thesis on OPRA. Opera Limited's share was trading at $20.28 as of September 12th. OPRA’s trailing P/E was 21.86 according to Yahoo Finance. Bilibili (BILI) Finalizes Debt Repurchase Opera Limited (OPRA) is a global software and internet company focused on delivering browsers and AI-driven products to millions of users worldwide. Founded in 1995 and listed on Nasdaq, Opera ha ...

贵州茅台的市值高达1.8万亿元。来之前，我脑海中浮现的是，气派的办公大楼，现代化的酒厂。 一踏上茅台镇的土地，扑鼻而来的是空气中弥漫着的酒糟味，它在第一时间进行无声的提醒，你来到中国最著名的酒城。 8月份，我应邀参观了茅台酒厂。 但现实当中有很大的反差。 映入眼帘的是，整个茅台酒厂全是一些非常有历史感的建筑。 许多制酒车间是水泥墙，一眼望见便感受得到它历经沧桑。许多办公楼的外墙还贴着老式的白色瓷砖，起码有三四十年历史。 如果没人特意告知的话，你以为参观的是一个老旧的、效益不好的国营厂。 这就是茅台给我留下的第一个印象："节俭"。 茅台酒厂一直显得有些神秘，是因为它的制酒车间和包装车间，内部是禁止拍照的。 在制酒车间，基本上是清一色的男性员工，他们在40-50度的车间里面工作，汗水浸湿了工装，他们需要时不时地翻动着冒着热气的红缨子糯高粱。在包 装车间，又是另外一番场景，基本上是清一色的女性员工，她们坐在流水线上给茅台酒瓶贴上红飘带。 我以前参观了不少酒厂，对制酒车间和包装车间兴趣缺缺。我一直想看到的是"少女们用脚踩酒曲"的名场面，但参观下来，没有看到这个场景。我心里的 那种失望感，就像是到了贵州没有去看黄果树瀑 ...

公司业务与技术 - 公司是一家专注于数字激光雷达传感器和感知软件的物理人工智能企业 服务于汽车 工业 机器人和智能基础设施市场 [2] - 数字激光雷达技术将整个系统集成到芯片上 相比传统旋转激光雷达具有更小尺寸 更高耐用性 更强可扩展性和更低成本的优势 [2] - 技术对无人机 机器人出租车和工业机械等自主应用至关重要 使公司成为下一代自动化推动者 [3] - 开发了BlueCity交通管理软件和Gemini人物物体检测软件 提供可操作的人工智能洞察以补充传感器功能 [4] 客户与市场应用 - 客户群涵盖国防 农业 汽车和机器人领域 包括Anduril Shield AI 约翰迪尔 Motional 沃尔沃自动驾驶解决方案 May Mobility 利勃海尔集团 小松集团和Serve Robotics等高知名度企业 [3] - 激光雷达系统已部署在操作原型 军用无人机 自动驾驶卡车和配送机器人中 展现出实际应用基础和大规模扩展潜力 [4] 财务表现 - 季度收入达3500万美元 同比增长30% [5] - GAAP和非GAAP毛利率分别为45%和52% 净亏损持续改善 调整后EBITDA接近盈利水平 [5] - 持有2.29亿美元现金且零债务 显示强劲运营健康状况 [5] 估值与前景 - 市值达17亿美元 远期市销率为11倍 [6] - 在国防 机器人 汽车和工业自动化领域的长期前景表明对采取耐心战略视角的投资者存在巨大上行空间 [6] - 被定位为物理人工智能领域的领先参与者 具有多元化客户基础和经常性收入潜力 [6] 行业地位 - 处于自动化转型的前沿 自动化 poised 在全球范围内改变行业格局 [2] - 与安费诺公司案例形成类比 后者因在航空航天 移动设备 国防和数据中心的多元化布局以及人工智能和电动汽车驱动增长而获得91.15%股价涨幅 [7][8]

公司业务转型 - 公司从体育博彩联盟营销业务转型为大型企业以太坊持有者 持有521,939枚以太坊 价值超过20亿美元[2] - 2025年5月通过4.25亿美元私募配售正式完成战略转型 资金用于以太坊积累[2] - 任命以太坊联合创始人Joseph Lubin担任董事会主席 增强区块链生态战略协同性[2] 财务与估值 - 公司股票截至9月15日交易价格为16.79美元 远期市盈率达147.06倍[1] - 以太坊持仓内在价值估计达每股45-50美元[3] - 机构投资者达44家 零售投资者热情高涨推动高波动性[3][4] 战略发展方向 - 未来增长点包括质押收益 DeFi收益策略 Web3游戏和区块链基础设施机会[3] - 利用其规模优势和Lubin的行业网络拓展区块链业务[3] - 若以太坊高价出售或区块链计划成功实施可能带来超额收益[4] 行业比较 - DraftKings公司因在线体育博彩强势地位和全美扩张 自2025年4月以来股价上涨约29%[5] - 行业合法化趋势和盈利能力提升支撑DraftKings投资逻辑[5] - 两家公司均受益于行业发展趋势但侧重不同战略方向[5]

Michael Nagle / Bloomberg via Getty Images The Magnificent Seven stocks have risen about 60% since early April. Key Takeaways According to a recent note from Bank of America strategists, the Magnificent Seven stocks, despite their massive run-up over the past few years, have yet to reach the levels that historically have signaled peak bubble. The Mag 7 has rallied about 60% from its low point this year in early April, boosted by AI optimism, healthy earnings, and anticipation of lower interest rates. ...

We came across a bullish thesis on Sea Limited on Rittik’s Substack by Anand Capital. In this article, we will summarize the bulls’ thesis on SE. Sea Limited's share was trading at $190.46 as of September 15th. SE’s trailing and forward P/E were 101.06 and 45.87 respectively according to Yahoo Finance. Sea Limited represents a compelling investment in Southeast Asia’s rapidly digitizing economy, having evolved from a gaming company into a diversified digital ecosystem spanning e-commerce, gaming, and fin ...

Let's talk about tech overall. Tech sector hitting a record high today as Apple's iPhone 17 lineup it officially goes on sale. Our Steve Kovac is covering the launch for us in Manhattan.Steve, we talked to you and I we actually talked earlier this morning when people were lining up. What's the latest. Yeah, the latest is Apple stock is up 2 and a half% right now.Frank, it's because of all these people behind me. There's still a line around the block for these new iPhone lineups. I've been talking to folks i ...

We came across a bullish thesis on TransMedics Group, Inc. on Natan’s Substack. In this article, we will summarize the bulls’ thesis on TMDX. TransMedics Group, Inc.'s share was trading at $114.29 as of September 15th. TMDX’s trailing and forward P/E were 57.57 and 51.55 respectively according to Yahoo Finance. Tempus AI (TEM) Initiated at ‘Buy’ with $60 Price Target by BTIG Sergey Nivens/Shutterstock.com TransMedics (TMDX) has experienced significant share volatility in recent months, with the stock re ...