10baggerbamm
:
I said it yesterday I'll say it again unless Nvidia broadcom micron resume their leadership and begin a upward trend that sustainable this basket is going to be range bound at best. all you have to do is look at the top 10 holdings and you can see what has happened to them and how they have a very narrow band that they are trading in the only thing that's going to cause a breakout is next quarter earnings. and for NVIDIA next quarter is a non-event because we will not see any early shipments of Blackwell and the fact is Blackwell shipments which June according to Jensen Q4 would have been 12 to 15 billion now last conference call it's only going to be a couple billion which tells me we will have to wait till the end of the first quarter to truly resume an AI boom where everybody buys the dip and this basket pushes through the 40s into the 50s and higher
股海踏浪 : 16 bucks, I'll take 0.1 million shares at 16 bucks. Hehehe , if you want to rise, I'll play dumb and have a little fun with you
10baggerbamm : I said it yesterday I'll say it again unless Nvidia broadcom micron resume their leadership and begin a upward trend that sustainable this basket is going to be range bound at best. all you have to do is look at the top 10 holdings and you can see what has happened to them and how they have a very narrow band that they are trading in the only thing that's going to cause a breakout is next quarter earnings. and for NVIDIA next quarter is a non-event because we will not see any early shipments of Blackwell and the fact is Blackwell shipments which June according to Jensen Q4 would have been 12 to 15 billion now last conference call it's only going to be a couple billion which tells me we will have to wait till the end of the first quarter to truly resume an AI boom where everybody buys the dip and this basket pushes through the 40s into the 50s and higher
71879485 : you're wrong brah