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AI chip giants gather at Computex 2024: Will it bring new opportunities?
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Cut meat and sell it, stupid thing

Today's positions are broken. I cut all of them, and most of them have just been replaced $HP Inc(HPQ.US)$ , a small part was replaced $Advanced Micro Devices(AMD.US)$
Alas, when I was optimistic about Nvidia, I should keep holding it; why should I switch some of them to SMCI. After all, SMCI is not Nvidia; it doesn't rise and fall at the same time every time. Let's just eat one kiln long and one wisdom
Speaking of which, $Dell Technologies(DELL.US)$ Today is really an exaggeration. When it went up before, I thought it was a bit nonsensical. I don't have a crush on Dell; I've never used it. But I was able to get HP back on it. OK, I just got on the bus quickly.
Furthermore, if SMCI shows a signal to stop falling, 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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