蓝帕帕蓝
2026.04.16 01:42

$Unitedhealth(UNH.US) Mr. Market is such an old scumbag, he says everything. One moment he says data center capital expenditure is too high, debt is too high, gross margin is too low, trash, stock price plummets; the next moment he says computing power is in short supply, new orders and contracts are signed, excellent, stock price soars. One moment he says AI will disrupt software, leaving software stocks nowhere to hide, trash, stock price plummets; the next moment he says software stocks are staging a full-scale counterattack, and you can guess what's next, AI can't disrupt or replace software, especially those with monopolistic ecosystems, it will only optimize them, stock price soars😏. Although these are all facts, the old man isn't lying. But haven't these things always existed? He always arbitrarily manipulates and stirs up the innocent retail investors, he says south is south, north is north😅. However, for a distressed stock like WuXi AppTec, at a time when risk appetite is returning at full speed, WuXi AppTec, this kind of distressed old broken stock with various core issues unresolved: 1, financial problems caused by CMS and MCR; 2, judicial investigations potentially impacting the current business model; 3, regulatory and political issues; Mr. Market, you old scumbag, why don't you use your old scumbag, north-south rhetoric, to flirt with it, tease it a bit, don't stop being a scumbag just because it's old and broken😤. WuXi AppTec is really frying me, so frustrating that I've wanted to switch positions countless times (even me, with a cost of 260 and holding for less than a year)😤

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