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r/wallstreetbetsr/wallstreetbets· u/Thecartie· 13 小时前Discussion 0

FRMI

投资者摘要中性

作者质疑为何 $FRMI 在 AI 热潮中暴跌,并询问目前的反弹是死猫反弹还是真正的筑底。

看空要点
  • 可能是过度炒作的 IPO 后的重新定价。
  • 存在稀释担忧和执行风险。
FRMIAI 资本开支
帖子正文

I actually found $FRMI because it kept showing up on my screener while it was getting absolutely smoked during the AI hype. Seemed weird that everything AI-related was ripping while this thing was doing the exact opposite.

I’ve been digging into it a little, but I’m still trying to understand what actually caused the selloff. Was it just an overhyped IPO getting repriced, dilution concerns, execution risk, or did something fundamentally change with the company?

Also, for the chart people—does it look like the rounded bottom/“elbow” has already formed, or is this just another dead cat bounce before another leg down?

Not looking for hopium. If I’m missing something obvious, I’d rather hear the bear case than get blindsided later.

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