المنشور
Happy_shanky
$APP is the next $TTD.
I think:
People will passionately defend it all the way down as current growth & near term estimates look amazing.
They’ll cling to those static datapoints as estimates slowly & steadily fall.
They’ll ignore subtle execution cracks forming… Kokai for Trade Desk… last quarter’s model delay for AppLovin.
They’ll see competition keep undercutting them with their 80% EBITDA margin & they’ll grow more in line with the cyclical industry.
#DailyOrbit #USIranTalksProgress
إخلاء المسؤولية: يُقدَّم محتوى OKX Orbit لأغراض إرشادية فقط. اعرف المزيد
الردود
لا تعليقات حتى الآن. كُن أول من يرد!
العملات الرقمية الرائجة
BTC/USDTBitcoin
$85,484+0.00%
ETH/USDTEthereum
$2,694.4+0.00%
SOL/USDTSolana
$120.17+0.00%
الموضوعات الرائجة في السوق اليوم
1#OKXNOW:24x7MarketEra
2#FedSeptemberMinutes
3#BTCWhalePressureEases
