Continue to add positions.
Next plan for adding to positions:
tsla: 210
amd: 140
Sector rotation is a good opportunity for technology stocks to attract funds.
Apart from offense, it's also important to focus on defense. I still bullish on utilities sector, including most stocks except new energy fund like nee. They are strong in certainty, unaffected by economic cycles and bipartisan policies, rate cuts are favorable. $Utilities Select Sector SPDR Fund (XLU.US)$ Apart from new energy fund like nee, most stocks are still appealing to me. They have strong certainty, are unaffected by economic cycles and bipartisan policies, rate cuts are favorable.
Even if small cap stocks can make money, I don't plan to participate. Don't have that much energy. Small cap stocks that were bought for fun before, plan to gradually switch to technology stocks along with the decline in big technology.
As for bitcoin, I currently see it in a sideways consolidation phase, considered a downtrend period, with no specific trading plan for now.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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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。
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104347260 : Curious why are you planning to increase your position at amd instead of Nvidia
Money maker bro : 200 140
wangcaifan : Follow up
Tesla 1st : Thank you for sharing your perspective.
高贵的阿德莱德 OP 104347260 : technical factors. AMD is in a key support position, and NVDA has just broken its position. I may switch positions when I get a chance in the future.
高贵的阿德莱德 OP royal1 : If it drops to 100 or lower, I will consider exchanging some AMD for NVDA.
高贵的阿德莱德 OP royal1 : NVDA is fine at least this year; any decline is an opportunity for future growth. In contrast, AMD is a bit risky and wants to bet on increasing its market share. However, currently AMD is only a fraction of NVDA; it only needs to work hard to sign a few big orders; there is more room for the future. Currently, the market is afraid of uncertainty, so AMD is falling even more
Kwestlake : Thank you, teacher, keep holding the amd