Augustine Cheng

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YTber. CLP student. Fundamental stock investor. BEng LLB grad. Soontoquit Math teacher. Lean FIREd.
Joined Aug 2021

Comments

Augustine Cheng replied to comment on MPI.
give some insightful analysis please, not vague and meaningless comment. dont see the problem yet? look at your second last sentence "downside risk is higher unless earnings keep surprising positively", I can simply rewrite it as "upside opportunity is higher UNLESS earnings decrease". what a powderful "UNLESS" it makes you correct all the time no matter what happen. this is safe but meaningless comment. stop it please.
3 days · translate
Augustine Cheng replied to comment on NATGATE.
jensen huang 告诉你的是吗？毕竟你们同名。
4 days · translate
Augustine Cheng replied to comment on HARTA.
我觉得最大的不确定因素就是中国在印尼的手套厂和美国关税。
6 days · translate
Augustine Cheng replied to comment on NATGATE.
from latest annual report, i don't see any revenue generated from china. and, what you mean by backdoor, it is through supermicro, not natgate. so, i think your opinion is false.
1 week · translate
Augustine Cheng replied to comment on NATGATE.
are you sure china buys chips from natgate?
1 week · translate
Augustine Cheng replied to comment on HARTA.
define saturated.
1 week · translate
Augustine Cheng replied to comment on HARTA.
depending on how you look at the company, if you are confident of the company prospect, then you have to ask yourself, why is the pe 70 now? it is because profit drops but price doesn't go down anymore. then, ask again, why doesnt the price go down any further?
1 week · translate
Augustine Cheng replied to comment on HARTA.
pe 70 便宜。
1 week · translate
Augustine Cheng replied to comment on HARTA.
转运和在当地生产是两码事。
1 week · translate
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