NVDA
NVIDIA
-- 120.150 TSLA
Tesla
-- 281.950 PLTR
Palantir
-- 84.770 SMCI
Super Micro Computer
-- 42.950 AMD
Advanced Micro Devices
-- 99.510 
MICRON | SMCI | ORACLE Opportunity or Risk??๐ค Long Google | Short PDD โผ๏ธ
Iโm still holding $Alphabet-C (GOOG.US)$ and just bought $Super Micro Computer (SMCI.US)$ yesterday for swing trade. As we know that SMCI almost dropped 20-30% from 600 to 400 due to the accounting fraud potential from SMCI based on hinderburg report and SMCI is expected to release the 10K Report by today (after the bell) or by latest on Mondayโผ๏ธ So yeah, itโs basically a gambling here, Iโm betting on SMCI can release the 10K Report within the deadline and expected the stock might increase 15-20% if everything goes fine. Of course, Iโll set a tight stop loss and since Iโm sitting with 5-6% profits so I think I am at a very good position ๐คฏ Letโs hope for the best๐
As I mentioned in my previous post, I started to short $PDD Holdings (PDD.US)$ yesterday and added some short during todayโs premarket tooโผ๏ธThe reason why Iโm shorting PDD is due to its geographic risk + Its future profitability is gonna be lesser as what PDD mentioned, but as I said, since itโs a short position, Iโll close it if anything goes wrong๐ท
$NVIDIA (NVDA.US)$ is in a consolidation period after 10-15% rise within 5 days. Itโs still my top1 stock by the wayโผ๏ธ
$Bitcoin (BTC.CC)$ 52-53k might be the recent bottom and now weโre heading to 60k. We need to break 63-65k in order to go further. Bitcoin is currently my second top stockโฅ๏ธ
$Micron Technology (MU.US)$ Seems like 84 is the recent bottom after so many bad news got priced in. Yesterday Micron dropped was due to a Downgrade Rating of $67 per share given by an analyst. To be honest, I donโt really take this analyst word seriously๐ซ Of course I do have Micron in my portfolio and currently is in a losses position but Iโm not really afraid as itโs only a small portion of my portfolio but we do have to take note that their earning will be released on 25/9, this is gonna be a game changer for Micron ย if Micron is able to give a great forecast from its earning๐
$Oracle (ORCL.US)$ I donโt really understand with the sudden spike in Oracle Share Price today. The spike was due to the company forecasted that they are going to be having a very good number of orders in 2029๐ค๐ฅน๐คฎ Weโre not even in 2025, yet the CEO could already make a forecast in 2029๐๐ What a joke๐คฅ Iโm actually trying to short Oracle at this all time high level for swing trade as I believe short term highest point has been made after so many good news have been published in a short period of time๐ธ
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
โผ๏ธ Swing Trade + Long Term Holdingโผ๏ธ
NVDA & TESLA ๐ฐ โค๏ธ
ALPHABET & APPLE ๐ฐ๐
๐ฅ Bitcoin ๐ฅ
784
Followers
14
Following
2394
Visitors
Follow
Awuhsawj :
s and 
s
Awuhsawj :
103775419 : why hold goog? instead of googl?
Anthony 27 OP 103775419 : I just pick up either one..itโs the same for me unless you want to have voting rights then you need to consider the differences between google A and Google C
Anthony 27 OP 103775419 : Ya normally the percentage wise is more or less the same
103775419 Anthony 27 OP : oh i see! so both performances is the same is it? actually im thinking of entering the market... but not sure if now is a good price to buy in. i know google has a lot of potential and now the price is down because of the uncertainty and lawsuit... but now im wondering if there will be another drop again or will just go up from here. any thoughts? saw that your avg cost is 153
Anthony 27 OP 103775419 : No one can time the market perfectly. What you can do is to buy batch by batch if you are really confident with the company that youโre choosing.
103775419 Anthony 27 OP : i see! thank you!
Money Thrill : Indeed Mu gonna be a game changer. My personnel research shall be for next week. I look at the future fundamentals and i do not see analysts are aware of it. They see only loss and DRAM chips? Not the new generation? The (hardware) is almost at his end because Miniaturization cannot continue indefinitely with regular AI chips even GPUโS. New ways are in laboratory research here in Belgium, Imec. But difficult to know what Micron is doing here for almost 3 years until 2027![[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")
Anthony 27 OP Money Thrill : Nice
