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Riot Vs. MicroStrategy (Strategy) Vs. Block: One Bull, One Bear, One In The Balance Ahead Of Q1 Earnings
Benzinga· 2025-05-02 02:44
加密货币相关公司财报季表现 Riot Platforms Inc (RIOT) - 作为纯比特币矿商,公司股价过去一个月仅反弹4.91%,但年初至今仍下跌24%,过去一年下跌近20% [1] - 技术面呈现强烈看跌趋势,股价低于200日移动平均线,但略高于50日移动平均线,短期均线上方出现买盘压力 [2] MicroStrategy Inc (MSTR) - 公司转型为比特币拥趸后股价表现强劲,过去一年暴涨285%,年初至今上涨32% [3] - 当前股价396.60美元远高于200日移动平均线265.89美元,技术图表显示为比特币生态中最清晰的看涨信号之一 [4] Block Inc (XYZ) - 公司年初至今下跌31.87%,但过去一个月实现6.66%涨幅 [4] - 技术指标分化:股价位于8日和20日移动平均线上方(看涨),略高于50日均线但显著低于200日均线72.07美元 [5] 市场预期与关键观察 - 三家公司即将发布的财报将决定市场走向:MicroStrategy需维持高增长叙事,Riot试图扭转颓势,Block寻求突破技术阻力 [6] - 财报结果可能验证三种市场逻辑:动量延续(MicroStrategy)、均值回归(Riot)或加密货币突发波动 [6]
Tariffs? Never Heard Of Her - Reiterating Netflix With A Buy
Seeking Alpha· 2025-04-23 01:13
In my previous article on Netflix, Inc. (NASDAQ: NFLX ) back at the end of January, I reiterated my buy rating, anticipating then that Q1 2025 earnings would show strong growth on the backI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve ...