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AI chip giants gather at Computex 2024: Will it bring new opportunities?
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Sell and cut losses, damn thing.

Today broke through the support level, I sold everything, most of it directly swapped to $HP Inc (HPQ.US)$ , a small part swapped to $Advanced Micro Devices (AMD.US)$
Ah, I should have continued to be bullish on Nvidia from the beginning, why did I exchange a portion for SMCI. SMCI is not Nvidia after all, it doesn't rise and fall simultaneously every time. Let's consider it a lesson learned.
By the way, $Dell Technologies (DELL.US)$ Today is really exaggerated. When it was rising before, I thought it was a bit absurd. I don't have a good impression of Dell, I have never used it. But if it can make HP fall back, it's good, I'll just get on board.
And speaking of SMCI, if there is a signal of a bottoming out, I will consider buying it back, after all, the investment logic hasn't changed.
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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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