NVDA
NVIDIA
-- 141.036 TSLA
Tesla
-- 355.260 GRAB
Grab Holdings
-- 5.320 INTC
Intel
-- 25.835 BABA
Alibaba
-- 126.510 
When you pass through a long tunnel
Now, let's see what happens 🤨
Funding expectations are shifting from semiconductors to AI
Towards infrastructure using semiconductors
Toward applications using infrastructure
The sense of transition is undeniable![]()
But it has been continuing for many years
I believe there is potential strength.![]()
I'm being optimistic, though 😅
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塩漬けポジションがプラスになるその日まで😎気持ちを楽にして観察と妄想中です🤓素人の独りよがりな日記ですがヨロシク🙇
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Trump 2.0 Era: How will global markets evolve?
🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context,
Moo Live
Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
J_M_RIN : Well, there are plenty of stocks that have been heating up for a while, but it seems like there are fewer stocks that are likely to continue for a long time. As money seems to be becoming limited, I think now is a chance to buy semiconductors.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
チャートから OP : As expected, the Forehead King
J_M_RIN チャートから OP : There is no reason to be pessimistic about semiconductors.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
It's just the beginning, so laugh
Isn't it a great buying opportunity for AMD, laugh