Sun Sun
Sun Sun 小白亂世投資日記投資小白在亂世胡亂投資之路
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 255 | Founded | a year ago | Last Issue | 11 days ago |
| Active | Language |  Korean | |||
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sunsun168.substack.comLatest Issues
Opfi 2026 Q1 財報簡讀
本季 OppFi 交出「營收破紀錄」與「戰略大投資」並行的成績單。市場因為壞帳與會計數字猶豫，但我們要把焦點拉回本質：這家公司是短期陣痛，還是正在鋪設長期的銀行級護城河？
總營收創歷年 Q1 新高，Beat 市場預期。但 GAAP 淨利暴增 165% 裡有近四成是「權證會計變動」，與營運無關。真正該盯的是自由現金流年增 40%，證明公司「收現能力」遠勝帳面獲利。
這季營收成長不靠拼命衝放款量，而是靠「存量生息」。總放款雖年減 7%，但期末應收帳款逆勢擴增 9.4%，成功撐...
每月投資實盤操作更新 (5月10日)
本月操作不算很多，實盤操作基本上是我的中短期倉，並不是一定會長期持有。
如果當中有些我認為很值得持有的話，我會將其轉為長期倉位。
目前持有1500股，主要就仍是做波段及賣期權降成本。
期權金收益由上月的 $10455 ➡︎ $14580
下周還有一組10張的Sell Put $51 將會到期。
看完財報後，短期內我認為沒有明顯的上升催化劑，不過呢．．．
維持在 $50 左右一直上下跳也沒有問題，我可以不斷擦期權金。
Intel...
The Trade Desk (TTD) 2026Q1 財報分析
2026 年 5 月 7 日，The Trade Desk (TTD) 公佈 2026 Q1 財報。市場第一時間將目光聚焦於 Q2 指引保守的表象，短期情緒導致股價承壓。然而，若將本季數據置於 AdTech 產業極端季節性與公司戰略切換的長期脈絡中檢視，這份財報非但不是動能衰竭的警訊，反而可能是「估值邏輯重構」與「利潤複利引擎啟動」的過渡節點。
本季釋放的核心訊息，可濃縮為三條主軸：
估值邏輯切換：從「營收倍數」轉向「利潤驅動」
隨著營收基數擴大，TTD 的成長曲線自...
LUMN (Lumen Technologies) 2026Q1財報分析
2026年5月5日，Lumen Technologies (LUMN) 公佈 2026 年第一季財報。市場第一時間聚焦於總營收年減 8.9% 的表象，導致財報後股價短線回檔逾 8%。然而，若將本季數據置入公司過去 18 個月的轉型軌跡中檢視，這份財報非但不是營運惡化的警訊，反而是「財務重組完成」與「業務結構跨越分水嶺」的關鍵驗證節點。
本季核心訊息可濃縮為三條主軸：
- 資產負債表風險實質解除：隨 FTTH 業務出售案交割，槓桿率正式降至 4.0x 以下，年利息支出...
Tempus AI 2026Q1財報
首先我們看看由2024 Q4 ~ 2026 Q1 的財報變化。
排列由2024Q4 , 2025Q1 , 2025Q2 , 2025Q3 , 2025Q4 , 2026Q1
收入 : $2億 ➡︎ $2.55億 ➡︎ $3.14億 ➡︎ $3.34億 ➡︎ $3.67億 ➡︎ $3.48億／ (季減屬正常季節性，YoY +36.1% 持續增加）✅
毛利 : $1.22億 ➡︎ $1.55億 ➡︎ $1.95億 ➡︎ $2.09億 ➡︎ $2.37億...
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