$Twilio In_老虎社区_美港股上老虎 - 老虎社区

$Twilio Inc(TWLO)$一家没有什么技术含量的所谓高科技公司，可替代性很强。最大的客户还是whatsapp这种濒危公司，被华尔街翻来覆去的炒，上市这么久每天的换手率惊人，摔下来会很难看的。

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纳斯达克女神经
2016-09-03
纳斯达克女神经
为什么说没有技术含量？
- 寧靜回复jasong:
  肯定是重仓，才会和你撕啊。呵呵
- jasong回复寧靜:
  可以，加仓这事千万别嘴上说说
- 寧靜回复jasong:
  原来是码农啊，这下我放心啦。听口气我还以为是华尔街分析师大牛呢？继续加仓
- jasong回复寧靜:
  分分钟在国内找几家对标公司来，把通讯底层打包成api就值几十个亿？你来跟我说说这家公司技术在哪？我个硅谷码农想看你装逼。
- 寧靜:
  能入他眼界有几家公司啊？他不装逼会失眠多梦

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