NVDA
NVIDIA
-- 139.930 TSLA
Tesla
-- 454.130 RGTI
Rigetti Computing
-- 15.4400 LAES
SEALSQ Corp
-- 8.760 PLTR
Palantir
-- 82.140 
Funds that sold SMCI: Vanguard (2.3mil), JP Morgan (1.6mil), AllianceBernstein (4 mil)
June onwards of 2024, funds that sold millions of their holdings (you can find on “company” tab within SMCI page here) + Wellington Asset (1.6mil) and State Street (2.7mil)
Charles Liang and Co did recently add to their positions, to be fair. Charles as recent as Oct 30.. Do with this info what you will
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Ex Bloomberg financial reporter, commodities analyst. Views purely my own
Options. Fundamental analysis
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Money Thrill : Thanks, take a look![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Money Thrill : Indeed, Charles Liang buyed on 29 okt. 13.98 million shares for a amount of 1.14 Billion . He would actually have been better off by waiting until today.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Money Thrill : So, he has more trust than everybody ... i don't know if we can see this as a good sign but it is better than he was selling ...![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
UNO Wild Card : Maybe they deliberately did the accounting stun to lower price as they know they can present the audited docs in time so they can buy back shares cheap? Possibility?
AW : I am a little confused. Boss Liang made a big purchase of his own stocks on October 29th, and the stock financial report will be released on November 5th. He knows best whether the financial report he is going to announce is better than or worse than Wall Street's expectations. He must be clearer than me, knowing that once his financial report is announced, it will trigger another big drop. So the question is, why did he buy stocks on October 29th in advance, instead of waiting for the stock price to drop after the report comes out and then buy? Can any of you experts provide a reasonable analysis and explanation?
AW Money Thrill : 他好像是用期权购买的，因为他知道财报不好，估计设计在20元左右行权才购买的那么些。请一起核对并告知我是否猜测正确，我期权不熟练
Money Thrill : options for 20 yuan? Let me know also, don't understand ? But perhaps he makes a wrong conclusion because the great downwards movements? But, like i Sayed, out for most. Can drop more or go up? Even ?