$UMAC · InvestAnswers · 2026-11-08
UMAC 是一只无人机概念股，营收和员工增长迅猛，但仓位仅为千分之一或更小的投机性小仓；说话者不知道它最终会如何发展，也不担心与特朗普相关的调查威胁，因为一只股票归根结底取决于盈利和业绩表现。
逐段跳播
现金小会。市场会对Google上季度向SpaceX追加约5亿美元投资有反应吗？不，我不这么认为。Google明白他们需要算力。好。我多年来一直这么说，我在别处也到处看到。谁拥有最多算力谁就赢。
算力。算力。算力。算力。算力。这算得通吗？算力。懂了吗？算力。如果你没有算力，你就完了。好。Google看到了什么？他们看到了获得算力的途径。怎么获得？太空中的数据中心。他们已经在某颗卫星上有了他们称之为TPU的东西，抱歉说了这么多太空话题，但你们一直问太空。
所以这非常令人兴奋，尤其是如果你像我这么大、从小伴随着太空长大。所以，不，他们基本上是在购买发射能力的入场券，而发射能力将极其稀缺。我认为，Tesla为自己太空数据中心要发射的东西、他们所谓的Star Mind，加上Google所需，就这些了。
所以他们的持股越大，份额就越大。顺便说一句，Google一天损失了5000亿。5亿根本不算什么。所以要把事情放在大背景下看。
Cash huddle. Will the market react to Google dropping about 500 million more into SpaceX last quarter? No, I don't think so. Google understand they need compute. Okay. I've been saying for years and I see it par everywhere else.
He or she with the most compute wins. Compute. Compute. Compute. Compute. Compute. Does that compute? Compute. Get it? Compute. If you don't have compute, you're cooked. Okay. What do Google see?
They see a way of getting compute. How? Data centers in space. They already have a what do they call their TPU up there uh in some satellite that and sorry about so much space talk but you keep guys keep asking about space.
So it is very exciting especially if you're my age and you grow up with space. Um so no they are basically buying their ownership ticket for launch capacity which will be extremely hard to come by.
I think between all the stuff that Tesla's going to launch for themselves for their data centers in space what they call Star Mind and what Google will need that's it. So the bigger the shareholder they are, the bigger.
And by the way, uh Google lost 500 billion in a day. 500 million is nothing burger. So put things in perspective.
音乐爱好者。现在Trump的权力被削弱了，他会被严密审视。James是否认为UMAC有27以上的目标价，其他金融机构也提到过？所以这是一个无人机概念。我查了一下，显然，也许据称，我不确定，Trump的一个儿子在董事会或参与其中或是投资者。
我不确定。他们的营收增长惊人。员工增长惊人。无人机就是未来。人人都需要无人机。无人机是未来。顺便说一句，这个UMAC是一个Flutter仓位。所以有时候当你建立小仓位时，要明白它们在组合中占多大。
大多数这类仓位只有0.1%甚至更小。所以要记住这一点。不要对这类小仓位全押。你要重仓集中在极少数赢家上，它们下行有限但上行巨大，即不对称押注。你可以在像UMAC这样的东西边缘玩玩，但我不知道那会怎么发展。
记住，归根结底，股票取决于它表现多好、赚多少钱。就这样。所以我不认为Trump那件事——可能会有很多调查威胁——但我并不担心。
Music lover. Now Trump's power has been reduced and he will be looked at really closely. Does James feel that UMAC has the price target of 27 plus which other financial institutions alluded to?
So this is a drone play. Um, I checked into it and apparently one maybe allegedly, I'm not sure, one of Trump's sons is on the board or involved or an investor. I'm not sure. Um, their revenue growth is insane.
Their staff growth is insane. Uh, drones are it. Everybody needs drones. Drones the future. That's And this is what by the way this this UMAC is a Flutter position. So sometimes when you know get into little positions, understand how big they are in the portfolio.
Most of these are like a tenth of 1% in size or even less in some cases. So bear that in mind. Don't go all in on flyers. You go heavy concentration and very few winners that have limited downside but massive upside, the asymmetric bets.
And you can play around the edges of the things like um UMAC but um yeah no idea how that will cook out. Remember at the end of the day a stock is a function of uh how well it performs how much money it earns.
That's it. So I don't think the Trump thing that could be there's a lot of investigation threatened but I'm not worried about that.
这个频道对 $UMAC 的历次判断
InvestAnswers 在这只股票上共 5 条判断，这里只列相邻的几条。