FICO 的反弹属于技术性死猫跳；基本面完好，但价格走势是因其未向特朗普低头而受到惩罚所驱动。
逐段跳播
Google 也是如此，还有 FICO 死而复生。看看这个。一路跌到 586，今天才涨回来 5%。
Same for Google and uh FICO coming back from the dead. Look at that. All the way down to 586 just to come up 5% today.
看到 FICO 触底挺有意思的。我们快速看一下 FICO 崩盘之后的估值。我仍然认为，他们因为不肯向 Donald Trump 低头而受到了重罚，这就是为什么 Bill PE 盯着他们不放。
我不确定原因是什么、那边到底发生了什么，但人们就是在针对他们。所以我在想，这些买盘到底是技术性动作，还是基本面驱动的。
Interesting to see uh FICO bottom out. Let's go take a quick look at what FICO's valuation is after their collapse. Uh I still think they are heavily punished for not bending the knee to Donald Trump and that's why Bill PE is up their butts.
I'm not sure why and what's going on there, but they people are coming after them. And so I wonder if some of this buying is just uh technical move or if it's uh fundamental driven fundamentally driven.
我们来查一下。它的市盈率是 15 倍。我的意思是，这家公司的预期增长其实还不错。它的 PEG 大约在 1 倍。
Let's find out. It is trading for 15 times earnings. I mean forecast growth is actually still decent at this company. It's trading for about a one peg.
对吧？顺便说一下，FICO 的净利润率大约是 39%。这真的很好。
Right? So FICO's net margins, by the way, are like 39%. That's really good.
就像人们会说，"哦，FICO 好便宜啊。"真的吗？因为 Broadcom 便宜 30%，利润率还更好。这其实有点离谱。
Like, people are like, "Oh, well, FICO is so cheap." Really? Because Broadcom's 30% cheaper with better margins. It's actually kind of wild.
所以，他说 Micron 是市场操纵的教科书式定义。为什么？就因为人们认定，增长正在见顶。事情就是这样，人们认为这些公司的增长正在见顶。
So, he says Micro is textbook definition of market manipulation. Why? just because people decide, hey, you know, it's uh growth is peeking out. That's what it is is people think growth is peeking out for these.
FICO 出现了它那可能的死猫反弹。
FICO's got its probable deadcat bounce.
这个频道对 $FICO 的历次判断
Meet Kevin 在这只股票上只有这一条判断。