🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 05-15 07:32:35时区推断·⟳ 抓取 06-03 18:21:32回填·⚡ 决策 06-17 02:30:27·132.7 天前
KOL评论CBRS IPO后短期或因流通盘动态出现非理性高估值
📄 原文Serenity↗ 原文
Not a fan of $CBRS, especially at ~$90B-100B MC valuations. But I do like the company. There’s a lot of short term valu…
不做 CBRS.US
KOL主观评论无实质催化剂，且明确指出90-100B估值过高，仅猜测短期因流通盘小出现非理性炒作；做多面临估值修正风险，做空IPO新股易遇逼空且融券困难，缺乏明确edge。
不做 CRCL.US
仅作为IPO炒作类比提及，无独立催化剂与交易逻辑。
不做 BULL.US
仅作为IPO炒作类比提及，无独立催化剂与交易逻辑。
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原文全文
展开原文 · 314 字
Not a fan of $CBRS, especially at ~$90B-100B MC valuations.
But I do like the company.
There’s a lot of short term valuation disconnects with float dynamics after IPO as seen with $CRCL or $BULL though.
So would not be surprised if it ends up trading at absurd valuations for a short time until things correct.
But I do like the company.
There’s a lot of short term valuation disconnects with float dynamics after IPO as seen with $CRCL or $BULL though.
So would not be surprised if it ends up trading at absurd valuations for a short time until things correct.
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