Ge Ge fell, and the stock market generally rose
NVDA fell, but chip stocks such as AMD rose. I really didn't expect this trend yesterday. But now it seems reasonable.
After yesterday's market, NVDA dropped to around 118 or even lower. I exchanged AMD and TSM for NVDA in the same position at around 118. Currently, NVDA has become my super largest position. The number of positions is equal to the second largest position (utilities, several stocks combined) and the third largest position ( $Tesla (TSLA.US)$ ) is the sum of.
I don't usually trade before and after the market, but yesterday I was really worried that NVDA would collapse the entire AI chip, causing others to drop even more. However, the opposite is true, $Advanced Micro Devices (AMD.US)$ Today, instead, it went up![]()
![]()
![]()
As it turns out, there's really no need for after-market trading unless you speculate on the ultra-short term.
Overall, however, in terms of technology, NVDA is still stronger than AMD. AMD needs to break through the important resistance around 170-175, that is, the cost of buying in a heavy position before and then being locked in, switching positions and cutting meat![]()
$Bitcoin (BTC.CC)$ The flatbread side, for now, is being treated in reverse. If we want to continue our offensive, we must maintain the current price of around 61,000 to prevent the 20-day average from turning its head downward. As long as they can hold on, the bulls will have 10 days to accumulate strength and continue their offensive. If it falls below the 20-day average again, then it will be more dangerous. I reduced my position slightly yesterday, but I still hold quite a few spot ETF positions. Looking at it now, this is my fifth largest position. Keep watching. (My fourth largest current position is with an insurance company, including UNH and PGR combined)
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
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。
1443Followers
27Following
9907Visitors
Follow
momo_8157 : The downward trend of nvda yesterday is so obvious that how can one dare to hold nvidia for the long term? Shouldn't one wait for a few more declines before adding to the position?
104420042 : Unless trading on ultra-short term basis, there is really no necessity for after-hours trade. Do you agree with this?
高贵的阿德莱德 OP momo_8157 : 现在确实不是重仓的时机，我目前的仓位主要是此前被套的amd，以及年初买入的tsm换仓而来。在不减仓、只换仓的前提下，如果要我从所有ai芯片股中选一个拿着，我选nvda
Apple See : Only nvda did not rise yesterday, wait for a real rebound to start entering.