以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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RDCM
12 atoms · 跨 3 天 · 首见 2026-05-11 · 最近 2026-06-29
三色: 🟦 fact 7 · 🟥 take 5 · stance ▲6/▼0/◆1
来源: X 12
时态: fresh:12
标签: 好数字:6 · 好信源:6 · 好观点:3 · 好思考:1
叙事 (narrative) (2)
- 2026-06-29 · 业务描述
Israel based, telecom network monitoring software with consistent low double digit growth, limited AI risk
tags: 好信源 · → daily
value: qty=telecom network monitoring software
- 2026-05-19 · pre-market buzz
$RDCM pre-market buzz
tags: 好思考 · → daily
预测 (forecast) (2)
- 2026-05-11 · board_oust_plan
Activists came along and plan to oust the current board, and I believe their chances are good as in total the activist alliance owns about 19.3% of the shares.
tags: 好观点 · → daily
- 2026-05-11 · median_growth_scenario_upside
If the median growth scenario is achieved very nice upside from here.
tags: 好观点 · → daily
立场 (position) (1)
- 2026-06-29 · 长期持仓
Am long some $RDCM
tags: 好观点 · → daily
value: direction=long
事实 (fact) (7)
- 2026-05-11 · 现金储备
110m in cash
tags: 好数字·好信源 · → daily
value: qty=1.1亿 · date=N/A
- 2026-05-11 · 现金占市值比
about 40% of their market share in cash
tags: 好数字·好信源 · → daily
value: qty=40%
- 2026-05-11 · 激进投资者联盟持股比例
the activist alliance owns about 19.3% of the shares
tags: 好数字·好信源 · → daily
value: qty=19.3%
- 2026-05-11 · activist_alliance_stake
the activist alliance owns about 19.3% of the shares
tags: 好数字·好信源 · → daily
value: qty=19.3%
- 2026-06-29 · 现金储备状况
they have a huge pile of cash on the balance sheet
tags: 好数字 · → daily
value: qty=huge pile of cash
- 2026-06-29 · 董事会控制权变更
but an activist group led by the co-founders kids has just taken control
tags: 好信源 · → daily
value: direction=taken control
- 2026-05-11 · cash_holdings
110m in cash (about 40% of their market share in cash)
tags: 好数字 · → daily
value: qty=110000000
时间轴 (近 20)
- 2026-06-29 ·
position · 长期持仓 · → daily
- 2026-06-29 ·
narrative · 业务描述 · → daily
- 2026-06-29 ·
fact · 现金储备状况 · → daily
- 2026-06-29 ·
fact · 董事会控制权变更 · → daily
- 2026-05-19 ·
narrative · pre-market buzz · → daily
- 2026-05-11 ·
fact · 现金储备 · → daily
- 2026-05-11 ·
fact · 现金占市值比 · → daily
- 2026-05-11 ·
fact · 激进投资者联盟持股比例 · → daily
- 2026-05-11 ·
fact · cash_holdings · → daily
- 2026-05-11 ·
fact · activist_alliance_stake · → daily
- 2026-05-11 ·
forecast · board_oust_plan · → daily
- 2026-05-11 ·
forecast · median_growth_scenario_upside · → daily
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