随笔,从确定性、增长潜力、上限、风险看公司
Tier 1: AVGO ORCL PLTR 全能型
五维图综合都强
Tier 2: TSM NVDA PANW 当前王者
缺一项:要么有上限、要么可能垄断地位未来潜在可能被挑战
Tier 3: INTC AMD TSLA 爆发型
虽然有缺陷,但是可能会有很大potential
我喜欢的标?肯定是Tier 3
From X
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