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日期發布者立場提及日收市價最新收市價模擬報酬來源

"The companies that I will be looking to trim over the next like year and a half is going to be Shopify and Nvidia" - concentration risk management, not a bearish call on the busi…

賣出 · Sell172.50165.81+3.88%Video

"There was no headline on Shopify... the street once again piling into this agentic commerce thesis, which is bullish... it was kind of stupid for it to go to 125 two weeks ago wh…

增持 · Overweight179.22165.81-7.48%Video

Shopify looks aggressive, the dip was bought, and these are entries for a three-to-six-month hold.

增持 · Overweight164.44165.81+0.83%Video

He says he took a position in Shopify in May as a long-term investment, thinks Shopify will be around a long time, and views agentic commerce/AI as a tailwind rather than a threat.

持有 · Hold164.44165.81+0.83%Video

Overweight · 維持 · Maintained

看好 · Buy164.44165.81+0.83%Yahoo Finance · provider

"I entered shop at 103 on Memorial Day and I bought more at around 118... I think you can own Shopify for the next 10 years... I don't have a target to sell Shopify." Won't add at…

持有 · Hold160.11165.81+3.56%Video

Neutral · 維持 · Maintained

持有 · Hold147.44165.81+12.46%Yahoo Finance · provider

Buy · 維持 · Maintained

看好 · Buy147.44165.81+12.46%Yahoo Finance · provider

Equal-Weight · 維持 · Maintained

持有 · Hold147.44165.81+12.46%Yahoo Finance · provider

Buy · 維持 · Maintained

看好 · Buy113.75165.81+45.77%Yahoo Finance · provider

Neutral · 維持 · Maintained

持有 · Hold105.44165.81+57.26%Yahoo Finance · provider

Buy · 維持 · Maintained

看好 · Buy105.44165.81+57.26%Yahoo Finance · provider

Equal-Weight · 維持 · Maintained

持有 · Hold105.44165.81+57.26%Yahoo Finance · provider

Buy · 維持 · Maintained

看好 · Buy122.05165.81+35.85%Yahoo Finance · provider

Buy · 維持 · Maintained

看好 · Buy112.70165.81+47.13%Yahoo Finance · provider

Neutral · 維持 · Maintained

持有 · Hold110.66165.81+49.84%Yahoo Finance · provider

Equal-Weight · 維持 · Maintained

持有 · Hold110.66165.81+49.84%Yahoo Finance · provider