Notes
Pump fun估值40亿
只能承认自己认知能力有限看不懂
毕竟昨天咱刚装逼过,人不能带有偏见
其实像这种估值,在美股里能找到很多又专、又精的小型独角兽🦄科技公司,目前也就20亿左右;而且一旦爆发起来,具有10X以上的潜力。
随便举两个例子
$RXRX 当前市值24亿
主营业务:用AI来发明药
黄仁勋、木头姐投资的AI医药开发公司
公司构建了65BP医药数据库、开发了超级AI计算机 BioHive‑2,可快速筛选、验证药物候选分子,2024–2027年营收预计年复合增长率达 65%。
目前处于明显低估阶段,若技术与临床结果顺利推进,有望迎来爆发性上涨。
$BBAI 当前市值20亿
主营业务:国防/情报AI分析平台
客户是美国国防部、情报机构等等,押注AI未来在国防和工业领域的爆发增长;目前已有国防部合同;未来一旦中标新的军方或大企业合同,爆发空间巨大;
可参考与之类似的 Palantir $PLTR 也曾是“冷门军工AI”,如今市值已超500亿美元。
Missing Pengu and few other bangers
But this is ALT season. And has been going on for four years while random morons on CT are waiting for some 2017 VC scam coin to pump in a “alt season”
This is literally why Weekly Wizdom has killed it last 2 years
This is unusual trading by a politician.
Marjorie Taylor Greene bought Palantir, $PLTR, on April 8th.
$PLTR has just hit all time highs.
On May 21st, $PLTR, was awarded a $795 million modification to a contract with the US army.
On May 31st, it was announced that Trump administration is collecting data on all American using Palantir, $PLTR, per NYT.
$PLTR has risen since the Israel-Iran missile strikes, as well.
She sits on the Committee of Homeland Security.
$PLTR is up 84% since her purchase.

This is unusual trading by a politician.
Marjorie Taylor Greene bought Palantir, $PLTR, on April 8th.
On April 17th, Palantir, $PLTR, was awarded a government contract with ICE to develop ImmigrationOs.
She sits on the Committee of Homeland Security responsible for such contracts.
Today, $PLTR was up 10% alone.
Palantir is up 64% since her purchase.

Good morning to everyone: