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高贵的阿德莱德 wrote a post · Jun 8, 2023 08:01

schemes

I talked a lot yesterday, and some friends asked, so let's write a few more sentences.
1. $Alphabet-C(GOOG.US)$ What do I think of it? As the largest holding position, I'm a bit nervous right now. No one can predict the rise or fall of the stock market, but everyone can control risk. My stop loss was set at the lowest point on May 24, and if it doesn't fall below, I won't get out of the car. After it fell below, I left some of my positions first. However, no matter how many subsequent falls, once the decline stops, I will make up for my position.
2. Let's talk about this year's prettiest boy, Lao Huang's Viagra. $NVIDIA(NVDA.US)$ I think the current results are real; the chip sales are reasonable; as to whether expectations are as good as expected, we will have to wait for the next financial report. I haven't bought it before, which is a pity, but luckily it wasn't shorted. As Zhu Geliang's reflection after the incident, the biggest misjudgment: he didn't realize that the water released by the Federal Reserve back then was too little to be recovered. There is too much idle money in the market, and AI will inevitably be hyped up. For example, there used to be 100 bubbles, which were distributed roughly evenly across all walks of life, S&P 4800. It later exploded in half, S&P 3800, and the remaining 50 bubbles, all went to AI As the old man in the store, just sell the chip. When will the bubble burst? Actually, it's still early. We will have to wait until the economy falls into stagflation and the Federal Reserve raises interest rates to 6% or more before the bubble is squeezed out. As for those AI startups, if they are asset-light and the chat GPT service is fine. If they actually buy their own chips, they will have a bunch of chips when they go bankrupt and liquidate. Please see the mining machines when Bitcoin plummeted.. In conclusion, I'm still buying on dips this year, so be careful to chase higher. Instead of going after those AI concept junk stocks, what if they go bankrupt one day? It's better to buy Viagra, Google, and Microsoft on a bargain.
3. $Microsoft(MSFT.US)$ Everyone else is older brother, just you are weak and soft. The 250 initially entered the market, but as a result, it was sold just after 290. This is a regret. It fell back to around 300 and I just bought it back in tears
4. $Apple(AAPL.US)$ Apple, except that the power supply system doesn't work, this headset is pretty bad in other aspects. If power consumption can be continued and battery life can be improved in the future, it may really be an epoch-making product. But for now, I can't afford it, and I don't need it. I'm afraid my precarious eyesight won't be able to stand it. I personally don't like the iPhone, which is the core business, which relies on political persecution to monopolize the market. I'm also excited every time a new iPhone comes out: the old one will definitely drop in price. Last year, my iPhone 8 Plus was finally replaced with an iPhone 12. Anyway, there's no difference between the new model and the old model now. It's really nice to buy a new one for 300 bucks 📱 12, so why should I spend the wrong amount of money to buy a new one Far from it. When the economy recovers again and the Federal Reserve releases water again, the headline shows that if there are no major problems with eyesight, it should sell well. Let's hope Apple lasts another 10 years.
I'm curious. If Google fully integrates AI into the Android system, what impact will it have on the mobile phone industry?
5. $Tesla(TSLA.US)$ There has been a lot of momentum recently, but I don't think there have been any improvements in fundamentals. This kind of stock is technical; don't look at fundamentals.
6. $iShares Russell 2000 ETF(IWM.US)$ The rush has been too intense for the past two days, and there is a need for a pullback. Wait until you step back and do more. Watch 190 or more. The stop loss position is 179, and the closer you are to the stop loss point, the less risk.
7. A few other guys: $Amazon(AMZN.US)$ Currently, it is higher before the market. I plan to cut my position by half today to lock in part of the profit. Having linen be the third largest holding position, I'm a little disappointed.
$Taiwan Semiconductor(TSM.US)$ , I've cut my position by half to lock in profit.
$ON Semiconductor(ON.US)$ At first, the position was small, and sometimes people forget that it existed. I bought a little bit every time it fell. After seeing later, I actually bought that many. It's already the fifth largest for me This little guy kept a low profile; he quietly and silently rose there. If there is a top signal, cut the position. After all, the bear market has reached a new high, and it's not easy
$iShares 20+ Year Treasury Bond ETF(TLT.US)$ , due to Canada's interest rate hike, it plummeted. The original stock is no longer active. Selling 104 calls has basically made up for yesterday's decline losses, and I sold 101 more puts yesterday. If it falls below 101 at that time, you can either use your power to buy it, and then take the opportunity to sell Call. Or just keep scrolling the put forward. The options will not expire until next Friday anyway, so let's talk about it later.
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高贵的阿德莱德
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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