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taishiro
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Google's capex outlook has made investors more sensitive to the cost of future growth, while weakness in crypto markets is adding another layer of pressure to Coinbase and Robinhood.
There's also a valuation issue here.
Companies that were priced for years of aggressive growth are now facing a market demanding stronger evidence of profitability and sustainable cash flow.
The difference between a good business and a good stock becomes very clear during periods like this.
taishiro
本周的抛售趋势越来越难以忽视。
Reddit 和 ServiceNow 均下跌约33%，Coinbase 下跌约16%，而 Robinhood 本周下跌约12%。
这是一场针对成长股和加密相关股票的严重重新定价。
部分压力来自财报反应以及对公司在 AI 领域竞争投入多少的担忧。
#CoinbaseQ3ProfitReturns
