What Money or Life 美股频道 said in this video:
- RKLBbullishlong-termThe host is long-term bullish on Rocket Lab, citing CEO Peter Beck's ability and diligence plus solid fundamentals; despite calling it statically overvalued, he refuses to sell his roughly 50% position.Source
- TSLAneutralmid-termHe has fully exited Tesla and turned neutral-to-pessimistic on the pace of fundamental delivery, with energy storage and robotaxi progress disappointing; he still likes Optimus long term.Source
- SPCXbullishlong-termHe bought SpaceX aggressively on day one of listing and holds long term, calling a 2-2.5 trillion valuation cheap, betting on compute satellites and AI-driven revenue; he calls it his top US stock pick.Source
- PLTRneutralHe says he has always liked Palantir but has entered and exited three times, most recently taking a speculative short-term short before Q3 earnings — an inconsistent stance.Source
- NBISbearishshort-termHe discloses a naked short on Nebius at $255 — a striking reversal for what was once his best-performing holding.Source
- CRWVneutralHe stopped out of CoreWeave amid controversy but later bought back in, without stating a clear directional view.Source
- TMDXbullishlong-termHis earlier analysis concluded the stock could reach 219 by 2028, a roughly 178% return, and he still stands by that call, regretting his panic sell in April.Source
- HIMSneutralHe has exited Hims, calling it possibly a good company but not a good price — his most painful hold of the past two years.Source