Last time.$NVIDIA (NVDA.US)$I am very bullish on the earnings report, but unfortunately, I believed in SMCI's evil and didn't go all in on NVDA, instead I split my investment between NVDA and SMCI, as a result, I was fooled by this thing and missed out on a lot.
Later, I didn't give up. When smci fell to 700, I bought it again, but I learned my lesson and immediately closed my positions when I realized the momentum was not right. I suffered two losses, but finally gained wisdom and stayed away from smci, only buying nvda and other high-quality companies including$Advanced Micro Devices (AMD.US)$$Taiwan Semiconductor (TSM.US)$$ASML Holding (ASML.US)$。
A netizen asked me what I think about smci earlier, and I immediately replied: better to buy nvda. I hope he saw my message.
In conclusion, trading stocks can indeed improve one's intelligence. Just for this reason, I will continue to persist.
Today, my positions in nvda, amd, and tsm are likely affected by smci, as they all declined. It's okay, the focus is on the after-hours earnings report.
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Northsea9 : 你把tsm抛了吧,鸟股
高贵的阿德莱德 OP Northsea9 : 目前k线走的还可以啊,你看到什么危险了吗?欢迎分享
104984002 Northsea9 : 怎說
70233118 : SMCI就是花街炒作起来的网红股,专割韭菜用的,从来不碰
Northsea9 : 这只股票追过很久,从股票到期权,从价格123就开始了,关联arm同步进行,原因就是位置在台湾!基本与美国市场脱节!即使有巨额订单!安全性不佳!建议谨慎!不过唯一的好处就是波动缓慢!这一点比arm强!
高贵的阿德莱德 OP Northsea9 : 趁着nvda财报后下跌,我正好伺机换仓过来。nvda就算跌了不少,拿着心里也更踏实
miaranna : 大佬,上次没全听你的话,手上还留了9股smci,现在该hold还是卖掉呢
高贵的阿德莱德 OP miaranna : 很难判断后续走势,如果是我的话,我还是会伺机换成nvda。刚刚在盘后,我趁着下跌,把手上的amd和tsm也换成了nvda。我目前的ai芯片股只有nvda了
美国对冲基金员 : 台湾老不stedy,还要学人独立
miaranna 高贵的阿德莱德 OP : 谢谢大佬的建议
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