NVDA
NVIDIA
-- 131.760 TSLA
Tesla
-- 396.360 RGTI
Rigetti Computing
-- 8.9500 AMD
Advanced Micro Devices
-- 116.090 PLTR
Palantir
-- 65.910 
The semiconductor bear market will last for a long time.
$Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$ $Proshares Trust Ultrashort Semiconductors New 2020(R/S) (SSG.US)$ I firmly believe in buying the inverse penghua guozheng semiconductor chip ETF, no chasing after price increases, only adding positions on pullbacks.
The current economic downturn is likely a mild recession, but the duration of the recession may be very long. The root causes of inflation are the pandemic, wars, and the US-China relations, raising interest rates only addresses the symptoms. Without addressing the root causes of inflation, once interest rates are lowered, inflation will return. Then there will be a need to raise interest rates again, leading to a cycle. It's like having a cold ten times in a row, which is equivalent to a serious illness.
As long as the recession persists, semiconductors will not turn bullish. China's short-term pain and the US's long-term pain due to the old "kicking the can down the road" policy have made the situation worse for the American chip industry. Even if not shorting, caution is advised, it is best to stay away. Large companies also find it difficult to combat the double whammy of industry recession and government crackdown. $Advanced Micro Devices (AMD.US)$ $Taiwan Semiconductor (TSM.US)$ $NVIDIA (NVDA.US)$ $ASML Holding (ASML.US)$
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本人散户，闲钱投资，名字为系统生成。这里记录投资感悟与趣事。所有言论都纯属娱乐，不是投资建议。此账号为本人唯一社媒平台。
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Trump 2.0 countdown: What's the next big opportunity in the markets?
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Ong Ah Huat Ah : The forecast will continue until around the middle of next year
高贵的阿德莱德 OP Ong Ah Huat Ah : Hopefully, the war will end next year; hope is a good thing. But I'm afraid inflation will continue for a long time
sociable Hound_5123 : Maybe next year will be worse, maybe
高贵的阿德莱德 OP sociable Hound_5123 : Next year will be worse. Just don't know when it will get better![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
456632345 高贵的阿德莱德 OP : How do you know the war will end next year? What about the Taiwan Strait?
高贵的阿德莱德 OP 456632345 : The economic strength of Mao Bear is not allowed to fight a protracted war. If you don't win next year, you will lose.