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2019-08-04

$Twilio Inc(TWLO)$这次的财报证明了twilio还是保持着高速增长的能力，只是华尔街的预期野很高，尽管业绩超预期，但也仅仅是超过，接下来看下周的signal大会，开能不能提供上涨的催化剂，长期看好该股

2019-08-11

$Okta Inc.(OKTA)$okta提供的单点登录功能确实是很实用，但是总觉得这个市场不够大，同时其面对着微软提供相同功能的竞争，它的护城河不是很高的样子，但是看市场表现，确实让我感到意外，还是观望学习吧，我是不认为它能成为大市值的巨头，也不确定会得到的是经验还是教训。

2019-09-05

$老虎证券(TIGR)$老虎这走势完全没有规律

2017-05-02

$Twilio Inc(TWLO)$今晚的财报，不知道会导致大涨还是大跌

2021-10-01

$阿里巴巴(BABA)$管理层首要工作是消除监管的不确定性；学习京东增收不增利；这里是中国，最好少点洋墨水得思维

2019-07-28

$特斯拉(TSLA)$跌破200建仓，未来肯定是电动车的，单确实有可能不是特斯拉的

2019-07-28

$万达体育(WSG)$预料之中的不看好，老王现在怕是没什么资源来做大这家公司了

2019-07-20

$老虎证券(TIGR)$建仓老虎，主要原因还是看它跌幅很大了，当然对于一家亏损的公司，营收20%的增幅并不令人满意，如果中国金融持续对外开放，相信会有更多的资金通过老虎投资，这是它的一点优势，当然也可能成为它的致命伤。稳定的做法还是做成华人的投资入口，这个群体分布更广泛，也更稳定

2019-09-01

$MongoDB Inc.(MDB)$财报前很强势，预计能借助这次财报达到100亿市值，然后股价可能就进入缓慢增长区间

2019-08-20

$老虎证券(TIGR)$不经意间，才财报前反弹回来了买入的位置，有点意外

2019-07-28

$谷歌A(GOOGL)$谷歌终于牛气了一把，持股4年翻一倍还是不错，可惜早抛了

2020-01-15

$陌陌(MOMO)$陌陌需要大盘的支持才能走得好

2019-08-28

$陌陌(MOMO)$中概率业绩超预期，也经常是高开低走

2019-08-23

$老虎证券(TIGR)$下次别选周五公布财报了，哈哈

2019-09-06

$Twilio Inc(TWLO)$真的挺能磨人

2019-08-26

$老虎证券(TIGR)$看你是不是能扛过MYZ了

2019-08-24

$老虎证券(TIGR)$老虎没能上头条

2019-08-16

$陌陌(MOMO)$市场环境稳定的话，应该能突破35

2018-10-19

$Twilio Inc(TWLO)$ 尽管对Twilio收购SendGrid的交易很失望，集成Email确实是补全自己的服务能力的举措，感觉价格实在是有点贵，毕竟邮件服务有点过时的意味，市场潜力不广阔，完全可以自建的，开销小。但SendGrid在2012就在和Twilio合作了，集成了Twilio的短信和推送服务到自己的平台，Twilio应该了解Sendgrid的价值几何，暂且相信管理层的决定是对的：客户对邮件服务很有兴趣；两者的客户交叉小，可以相互销售产品。

2017-06-19

$Twilio Inc(TWLO)$这支股一月份买入，看着它赚20多个点，又在财报出后一夜之间变成赔接近20个点，现在回到了原点，坐等下次财报的暴涨暴跌，也算是波澜不惊了，哈哈

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