l*****z
发帖数: 3022 | 1 【 以下文字转载自 Stock 讨论区 】
发信人: lostinna (大熊), 信区: Stock
标 题: 花街 开始唱衰硅谷了。MM 厉害
发信站: BBS 未名空间站 (Mon Mar 27 15:13:44 2017, 美东)
https://ca.finance.yahoo.com/news/silicon-valley-toast-according-analyst-
142150471.html
The Silicon Valley growth story may soon be coming to an abrupt end.
According to Global Equities Research analyst Trip Chowdhry, the recent
economic slump in San Jose and Oakland is a sign that the Silicon Valley
bubble is bursting.
What's Going On In Silicon?
The Bay Area lost 4,400 jobs in February and has now lost 8,600 jobs so far
in 2017. Chowdhry blames the Silicon Valley “junk IPO parade,” a list of
companies he believes have no viable long-term business prospects.
“[The] startup bubble continues to burst — zero durability, zero
technology,” Chowdhry said. “It is all about one investor finding the next
fool, and sadly they have exhausted all the fools.”
He believes the 8,600 jobs lost in the first two months of the year is just
the tip of the iceberg. Chowdhry said trends such as the app economy, social
media, mobility and hybrid cloud will not work for investors in 2017. In
addition, he says Apple Inc. (NASDAQ: AAPL) stock is “toast."
Back in February, Chowdhry wrote that the tech industry is getting primed
for a “significant reset,” one that could mean major pain for investors.
A List Of 'Junk' Names
Chowdhry highlighted the following companies as “junk” stocks that will be
exposed in coming years:
Apptio Inc (NASDAQ: APTI).
Fitbit Inc (NYSE: FIT).
GoPro Inc (NASDAQ: GPRO).
Groupon Inc (NASDAQ: GRPN).
Mulesoft Inc (NYSE: MULE).
Nutanix Inc (NASDAQ: NTNX).
Pure Storage Inc (NYSE: PSTG).
Snap Inc (NYSE: SNAP).
Twilio Inc (NYSE: TWLO).
Chowdhry added potential future IPOs Cloudera, Pinterest, Uber and Lyft to
the “junk” list as well.
Related Links:
Big Winner Of Intel-Mobileye Deal: Blackberry?
Is Silicon Valley The New Frontier In Journalism? |
l*****z
发帖数: 3022 | 2 房价药丸？
【在 l*****z 的大作中提到】
: 【 以下文字转载自 Stock 讨论区 】
: 发信人: lostinna (大熊), 信区: Stock
: 标 题: 花街 开始唱衰硅谷了。MM 厉害
: 发信站: BBS 未名空间站 (Mon Mar 27 15:13:44 2017, 美东)
: https://ca.finance.yahoo.com/news/silicon-valley-toast-according-analyst-
: 142150471.html
: The Silicon Valley growth story may soon be coming to an abrupt end.
: According to Global Equities Research analyst Trip Chowdhry, the recent
: economic slump in San Jose and Oakland is a sign that the Silicon Valley
: bubble is bursting.
|
L*********h
发帖数: 2617 | 3 The Bay Area lost 4,400 jobs in February and has now lost 8,600 jobs so far
in 2017
本版标准答案：马上又要有8,600个码农刷刷题加入FLAG, 房价还得涨，颤抖吧！
【在 l*****z 的大作中提到】
: 房价药丸？
|
r***0
发帖数: 406 | 4 这是什么行为艺术？
far
【在 L*********h 的大作中提到】
: The Bay Area lost 4,400 jobs in February and has now lost 8,600 jobs so far
: in 2017
: 本版标准答案：马上又要有8,600个码农刷刷题加入FLAG, 房价还得涨，颤抖吧！
|
r********k
发帖数: 258 | 5 Stock and housing markets always have two groups of people: one group
believe it is at top, and start selling, another group believe it is not top
, still buying, that is fluidity of the market.
Either one of groups is missing, we would see sudden rise or drop of markets
. So far, two groups are still there. One selling houses now believes it is
time to run away, one buying them believes it has another run 100% up run.
2011 one group wins, so 2015's winner is other group. Who will win the next
round? |
L*********h
发帖数: 2617 | 6 呵呵 加州有几百万房地产从业人员，
所以大家说it's always good time to buy in the bay area.
要不然这么多人的饭碗怎么办
top
markets
is
next
【在 r********k 的大作中提到】
: Stock and housing markets always have two groups of people: one group
: believe it is at top, and start selling, another group believe it is not top
: , still buying, that is fluidity of the market.
: Either one of groups is missing, we would see sudden rise or drop of markets
: . So far, two groups are still there. One selling houses now believes it is
: time to run away, one buying them believes it has another run 100% up run.
: 2011 one group wins, so 2015's winner is other group. Who will win the next
: round?
|
f******2
发帖数: 2455 | 7 唱衰的时候买入，prop的时候卖出。
MM都有好几个马甲（分析师）的。 |
p*******w
发帖数: 1381 | 8 学IT的就是脑子直好忽悠，打工的命就是打工的命。 |
p*******w
发帖数: 1381 | 9 你是不是傻逼啊，政府为了多收税能让房价崩盘？只会造成有价无市而已。
【在 l*****z 的大作中提到】
: 房价药丸？
|
l*****z
发帖数: 3022 | 10 小朋友火气真大，米蒂房价又不是没跌过，政府能管得了？
【在 p*******w 的大作中提到】
: 你是不是傻逼啊，政府为了多收税能让房价崩盘？只会造成有价无市而已。
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e***y
发帖数: 4307 | 11 美国政府哪有能力控制房价啊，你以为是中国么
：你是不是傻逼啊，政府为了多收税能让房价崩盘？只会造成有价无市而已。
：【 在 lovexyz (Call me maybe) 的大作中提到: 】 |
i****a
发帖数: 36252 | 12 中国也控不了，这么多年控下来了嘛
【在 e***y 的大作中提到】
: 美国政府哪有能力控制房价啊，你以为是中国么
:
: ：你是不是傻逼啊，政府为了多收税能让房价崩盘？只会造成有价无市而已。
: ：【 在 lovexyz (Call me maybe) 的大作中提到: 】
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S**********r
发帖数: 1410 | 13 生命力730的都是老邢雇的民工，直接忽略就是。
【在 l*****z 的大作中提到】
: 小朋友火气真大，米蒂房价又不是没跌过，政府能管得了？
|
m*********c
发帖数: 479 | 14 中国能控啊，这不是控上去了么
【在 i****a 的大作中提到】
: 中国也控不了，这么多年控下来了嘛
|
e***y
发帖数: 4307 | 15 控下来经济不是垮了吗，怎么能算政府功绩啊
：中国也控不了，这么多年控下来了嘛
： |
