@Firisis_ A sa décharge la grande majorité des indices européens sont rouge aujourd'hui. Même si je te rejoins totalement sur la lecture négative quasi systématique qui fait rater beaucoup d'opportunités
@crux_capital_ You make me think about it, and I reach the conclusion that shorting is really a good metaphor of the society. Really easy to get a point of view of anything, less and less recognition of experts and more & more will to prove that we are right. Shorting is "you are wrong" battle
@QtvAltrntv@JulienTechInvst Je pensais exactement ça, mais plus les semaines passent plus je doute.
Effectivement il y a probablement une bonne partie qui sera à jeter dans quelques mois / années, mais il y a quand même quelques très bons calls dans tout ça je trouve
@fundmyfund You were right, I aimed to do the same since you already noticed that behaviour for LPTH by the past ... but didn't have time to log on broker.
Not the first time that pre mkt pumped hard before a dip at the opening
@ParadisLabs If I understood well it seems that CPO could be delayed if 1.6T pluggable is good, is it correct ?
I also see Volex as a potential winner alongside GLW for cables
Do you think that AEHR will benefit from the increase of the CPO or will it just be another thing to test ?
@ParadisLabs Wanted to feedback, you were right ! I noticed the technical bullish pattern one week ago but order never passed since I'm sleeping during the market opening and can’t make order while market is closed. Disappointed but happy to have follow the company after your insight, thanks!
@CoffeeStocksGuy It seems that it’s already far from hardware valuation. Indeed not at a SaaS valuation neither, but if SBC continue to be as high the P/E will remain much higher than peers. Don’t you agree ?