TSLA
Tesla
-- 403.840 NVDA
NVIDIA
-- 134.290 PLTR
Palantir
-- 75.630 MSTR
MicroStrategy
-- 289.620 AMD
Advanced Micro Devices
-- 120.790 
Mistaken judgment, quickly correct it.
Yesterday, carefully studied the stock positions, did some deducing, and corrected some erroneous operations as soon as the market opened today. Combined with the recent trends, the operations this morning are as follows, all filled:
1. Sell $Adobe (ADBE.US)$ Buy. $Palo Alto Networks (PANW.US)$ . Adobe was indeed misjudged, or perhaps entered hastily before the desired structure emerged, which was an operational mistake. PANW broke through resistance, and chasing after an increase should be done immediately; it's not good to chase after it increases.
2. $Intel (INTC.US)$ Part of the positions are sold. $Taiwan Semiconductor (TSM.US)$ Both have positions, with more in TSM, currently the largest position (excluding TLT). I currently hold three semiconductor stocks, which can be considered a heavy position in semiconductors.
3. $Alphabet-C (GOOG.US)$ All positions are sold. $Amazon (AMZN.US)$ Google is a shooting star at a high level, coupled with the establishment of a top structure. Today, it opened lower with a gap, which makes me feel a bit uncertain, so I took profits and exited. If the gap is not filled, there is still room for further decline. If the gap is filled today, I can buy it back tomorrow.
4. $iShares 20+ Year Treasury Bond ETF (TLT.US)$ Part of the positions are sold. $Zillow-C (Z.US)$ Real estate has been hot recently, and the technical outlook is also bullish. It is expected to continue to rise for a while.
Sell. $UnitedHealth (UNH.US)$ Buy. $Progyny (PGNY.US)$
Add positions. $ON Semiconductor (ON.US)$
As for TLT, there is a risk of stagflation in the US economy. If it happens, they will have to continue raising interest rates. Hopefully, the final interest rate doesn't exceed 6%.
Although I have been bearish on the stock market, that's for the end of this year and next year. In the short term, I will still buy on dips, but I will be very cautious and use stop loss if there is a break below.
$NVIDIA (NVDA.US)$ Let's wait for the financial report of Viagra, and also the outlook of Adobe. The influence of these two financial reports is still significant. I am not very optimistic about Adobe because Costco's stuff is really getting more and more expensive. I can barely afford it, and if there is another price increase, I will have to cancel my membership. $Costco (COST.US)$ Let's wait for Adobe's financial report, and also the outlook of Adobe. The influence of these two financial reports is still significant. I am not very optimistic about Adobe because Costco's stuff is really getting more and more expensive. I can barely afford it, and if there is another price increase, I will have to cancel my membership. $Costco (COST.US)$ Let's wait for Adobe's financial report, and also the outlook of Adobe. The influence of these two financial reports is still significant. I am not very optimistic about Adobe because Costco's stuff is really getting more and more expensive. I can barely afford it, and if there is another price increase, I will have to cancel my membership.![]()
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decisive Beaver_4398 : Very detailed . I like your analysis.
美股王炸 : I admire your courage![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
I still dare to follow PANW under this kind of market today; I don't have the guts![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
高贵的阿德莱德 OP 美股王炸 : Recently, the market has been greedy, and a sharp rise in volume may attract a chase after a sharp rise in volume. Since it's speculation, then speculate to the end![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
美股王炸 高贵的阿德莱德 OP :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
The theory is like this
高贵的阿德莱德 OP decisive Beaver_4398 : Thank you, welcome to leave a message to share your views, learn together, and make progress together. There is too much pressure to trade stocks in a bear market, so I encourage them all.