登入訂閱

柴柴行者

柴柴行者

Taipei Taiwan

PMCC Intro: What Is a LEAP? Low-Cost Stock Exposure

PMCC Intro: What Is a LEAP? Low-Cost Stock Exposure

LEAP is the most underrated tool in options. It lets you replicate stock Delta exposure using 20–30% of the capital, freeing the rest for deployment. This is the true starting point of PMCC. Part 1 of the PMCC Trilogy.

Bull Put Spread & Covered Call: Options Income Guide

Bull Put Spread & Covered Call: Options Income Guide

Don't predict direction — price risk. This guide unpacks Bull Put Spread and Covered Call income mechanics, optimal execution timing, and the Four-Layer Defensive Screen that ensures underlying quality — building a repeatable cash flow framework.

Intuit (INTU) 深度研究 v1.0 封面：帶有隱形裂縫的要塞與正在乾涸的護城河，象徵人工製造的商業壁壘，深藍金色調，ProfitVision LAB

Intuit (INTU) 深度研究 v1.0：護城河的真相——四個引擎、四種人工壁壘、一個看不清 AI 時代的管理層

INTU 護城河的真相——三個引擎建立在政治租值或 AI 可繞過的仲介地位上。短期 FCF 真實，長期護城河堪憂。管理層還沒有回答「AI 時代 INTU 是什麼」這個問題。

CANSLIM/SEPA 篩選報告 2026-05-01

本週市場動察：強勢股加速輪動，AI 基建三條主線浮現

本週市場動察：強勢股加速輪動，AI 基建三條主線浮現

四月標普 500 單月大漲 10.4%，那斯達克漲 15.3%。CANSLIM 篩選 867 支，71 支通過六項嚴格門檻，通過率 8.2%。AI 基建三條主線明確：電力基礎設施、半導體供應鏈、電子合約製造，資金集中向 AI 算力擴張鏈移動。

Fabrinet (FN) AI optical infrastructure deep dive cover: navy data-flow network with gold connection lines — ProfitVision LAB deep research series.

Fabrinet (FN): Invisible Champion of AI Optical Infrastructure

Fabrinet powers every AI server you've heard of — yet most investors have never heard of Fabrinet. With Q3 FY26 earnings tonight, this report examines whether the sub-micron optical moat justifies 40× earnings, and what to watch in tonight's results.

ServiceNow (NOW) 深度研究 v3.0 封面：發光的 AI 控制塔架構與資產 / 身分治理光流的深藍金色 3D 視覺，ProfitVision LAB 個股深度研究系列

ServiceNow Q1 FY26 深度研究：SaaSPocalypse 中的第三段核心建倉

NOW v2.1「第三段核心建倉」進階更新。cRPO +22.5% 推翻 UBS，Now Assist $1M+ ACV +130% 驗證 AI 變現。三併購構築 AI Control Tower——企業 AI Agent 時代的硬性需求。