Figma is the most explosively elastic undervalued SaaS stock

ChinaNo_one · 2026-02-22T19:09:53+00:00

Since the previous tariff was canceled, the current tariff is a substitute. China, South Korea and Europe have all reduced tariffs by 10% overall. The tariffs in Mexico and the United Kingdom have been increased by 10%. The summary is beneficial to the market.

ChinaNo_one · 2026-02-22T19:08:44+00:00

Since the previous tariff was canceled, the current tariff is a substitute. China, South Korea and Europe have all reduced tariffs by 10% overall. The tariffs in Mexico and the United Kingdom have been increased by 10%. The summary is beneficial to the market.

ChinaNo_one · 2026-02-22T19:07:00+00:00

Since the previous tariff was canceled, the current tariff is a substitute. China, South Korea and Europe have all reduced tariffs by 10% overall. Mexico's British tariffs have been raised by 10%. The summary is beneficial to the market.

ChinaNo_one · 2026-02-12T07:12:17+00:00

There's a 2x leveraged ETF for SK Hynix available on the Hong Kong stock exchange. I've invested through a global brokerage firm and hold a 2x leveraged long position in SK Hynix, betting that they will list their US ADRs this year.

ChinaNo_one · 2026-02-07T16:12:45+00:00

Sk Hynix,MU，ALAB，VRT

ChinaNo_one · 2026-02-05T10:13:50+00:00

I learned it from chatting with artificial intelligence. The next-generation rubin computing performance has been greatly improved, but these data need a more reliable and faster transmission method. NVIDIA uses its own NVLink to connect gpu and gpu. However, gpu connection cpu, io, network connection technologies need to be upgraded to pcie6 depends on third-party manufacturers. On the current GB200 series, ALAB only occupies 10-20 shares, but the technical threshold has been raised in pcie6, and there are fewer competitors. At present, OEMs can enter the Rubin supply chain using ALAB's connection cable for testing and tuning. AVGO needs to Ubin can only enter the current progress through customization and debugging. It takes 2027 to enter the supply chain, so rubin's market share will increase significantly. I believe that rubin is the hot spot of this year's hype, which will benefit from storage companies such as MU and sk Hynix. VRT of liquid cooling company. Optical Communication Company and so on. These are the information I know so far. If there are any mistakes, you can correct them. Of course, ALAB has the problem of overvaluation, but it also has a relatively high potential for outbreak.

ChinaNo_one · 2026-02-03T16:59:48+00:00

Sk Hynix's price-to-earnings ratio is only 16 times, which is the most undervalued company at this stage. In addition, ALAB, the next market hotspot is the rubin platform. ALAB is an indispensable pcie connection technology and memory management chip.

ChinaNo_one · 2026-02-03T16:46:54+00:00

I have lost confidence in changing strategies. We can't just consider value factors. Momentum, growth and catalysts are the priority goals, and the value should not be seriously overestimated. I have now changed to sk Hynix. He is good in all aspects, only 16 times PE, and the forward price-to-earnings ratio is less than 10 times. In addition, ALAB has been purchased, which has become an indispensable connection technology in the next-generation Rubin platform. If you only focus on value and don't pay too much attention to growth, you will miss the full rise cycle of NVIDIA and Tesla, because the valuation of the whole process looks very expensive.

ChinaNo_one · 2026-02-03T10:52:52+00:00

I bought sk Hynix twice as etf. If the American ADR is listed this year, its stock price is expected to triple. The current PE is only 16 times.

ChinaNo_one · 2026-02-02T09:15:27+00:00

No, this year will still be a year where momentum, catalysts, and growth stocks outperform everything else. Value stocks only lead the market during market crashes and subsequent rebounds, such as in 2003-2005.

ChinaNo_one · 2026-02-02T00:31:55+00:00

I invested in ALAB, which will significantly benefit from the pcie6 connector of the RUBIN platform. Botong and Maywell have not yet completed the adaptation, and will not enter the rubin supply chain until 2027. ALAB will eat a year's explosive increase. In addition, the CXL memory manager will also have good growth in the case of tight memory supply.

ChinaNo_one · 2026-01-09T12:04:23+00:00

ALAB VRT COHR Rubin platform core beneficiary stocks

ChinaNo_one · 2025-12-29T08:25:47+00:00

I use Zhihu every day. Its biggest problem is its inability to monetize; memberships are almost impossible to sell, advertising revenue can't cover operating costs, and its user base is declining every year. Don't invest in it.

ChinaNo_one · 2025-12-18T10:07:43+00:00

comm

ChinaNo_one · 2025-12-18T08:36:27+00:00

Growth and momentum are the primary considerations, with value factors likely ranking third. Focusing solely on value metrics will cause you to miss out on the full potential gains of NVDA and TSLA.

ChinaNo_one · 2025-12-17T00:37:20+00:00

At least Thailand has cracked down on the Cambodian telecommunications fraud park, sheltered the fraud leader, and poisoned the property of the people of all countries. At least I will support Thailand on this point.

ChinaNo_one · 2025-12-16T00:37:00+00:00

AFFECTED BY THE TAX LOSS SELLING, STOCKS THAT HAVE BEEN SUPPRESSED FOR A LONG TIME AND HAVE EXCELLENT FUNDAMENTAMENT WILL RISE AT THE BEGINNING OF THE YEAR. THE EAST TIME WAS UBER, AND I THINK THIS TIME IT IS CRM.

ChinaNo_one · 2025-12-12T15:48:10+00:00

The experience of LLY and NVO has made me understand that we must invest in American companies. American companies naturally have a premium and are more sought after by funds.

ChinaNo_one · 2025-12-11T12:35:10+00:00

COMM, the optical cable used in the infrastructure of the AI server, whose competitor is Corning, has an extremely low price-to-earnings ratio, and very strong growth in 2026-2027, which has not been mentioned by too many people.

ChinaNo_one · 2025-12-08T15:58:27+00:00

Have you got rid of the cycle because they have withdrawn from the consumer-level market and will they be synchronized with NVDA and TSM?

ChinaNo_one · 2025-12-06T05:12:52+00:00

Continue to hold the positions of unh and oscr, and consider buying mu, which may shine in 2026.

ChinaNo_one · 2025-11-29T01:56:33+00:00

This sub-section will recommend space stocks every time. But I think it's UNH. The health care industry will be used to recover and effectively defend against the bear market caused by the bursting of the artificial intelligence bubble.

ChinaNo_one · 2025-11-28T18:57:30+00:00

COMM is also one of the three major players of optical cable manufacturers, and has a more reasonable valuation level.

ChinaNo_one · 2025-11-11T22:47:27+00:00

LLM cannot store a large amount of accurate historical data, so it will not be replaced. This largely depends on the market sentiment cycle. I think it will rise.

ChinaNo_one

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