Monday after the summary sep17
Notes on night hunting bears - ammunition is very limited, patience is required, and ensure a safe distance.
Monday after the summary sep17
Finally got the promise of not doing trivial things at the close today, the price is that I couldn't watch the market after hours, let alone think about the layout properly, even if it's a small business, it shouldn't be careless. Besides, tomorrow is the last round of meetings on the topic of interest rate cuts. If there is a crazy interest rate cut, it's unpredictable.
* AMAT can no longer increase, TODO should be changed to reduce and wait for cash
* MU is completely trapped, but TODO should still add positions, I firmly believe I'm not crazy. MU is a must-have for AI cloud data centers, and it is currently the only player:https://www.perplexity.ai/search/mushi-bu-shi-wei-yi-de-mei-gu-jedwkzKrQByzLre8oSfPLw
Opportunities in the HBM market
High Bandwidth Memory (HBM) is a key driver for Micron's future growth.
Micron is developing HBM3E modules with a data rate of up to 9.2 GT/s.
It is expected to provide HBM3E memory for Nvidia's new AI GPU.
The HBM market is expected to grow from $2.52 billion in 2024 to $7.95 billion in 2029.
* LRCX as a signal warehouse is not rising, but I am still stuck. I will wait and see. I should be able to sell and increase my holdings at any time. I don't have cash for small transactions.
* SPY signal warehouse has risen for three consecutive days, but there is no cash increase. Unfortunately, if it falls tomorrow, it will be an opportunity to increase my holdings. I hope I have cash on hand at that time so that I can safely hunt bears and hold the 500 water level.
* ASML seems to be a consumable and there will be no supply shortage. TODO should be included in the signal warehouse, even if it always falls.
* TSMC keeps the signal warehouse and TODO holds at 167 without losing money. You can sell and hold.
* QRVO's all-in-one results are trapped, but it is still a great opportunity for TODO to increase holdings gradually and to advance and retreat with AVGO and SWKS.
QRVO market competitive analysis.
Key advantages.
Comprehensive RF solution.
Qorvo has completed the full industry layout of antennas, power amplifiers, filters, and RF switches through mergers and acquisitions. This enables it to provide customers with more comprehensive solutions.
The company's products are positioned as technology leaders in the industry.
In the 5G field, Qorvo has Sub-6G and mmWave technology, and is highly regarded by the industry for its development prospects.
Continuous innovation.
Qorvo不断通过收购来扩展产品线，如收购Green Peak进军物联网领域，收购Active-Semi拓展电源管理业务。
多元化布局
除移动终端外，Qorvo还积极布局汽车、基站、国防等多个应用领域，分散风险。
https://www.perplexity.ai/search/qrvo-chan-pin-xian-jing-zheng-QVfonp4sQR.2_mkdf2v2sQ
https://finance.sina.cn/hkstock/ggyw/2020-02-04/detail-iimxyqvz0110946.d.html
https://www.moneydj.com/kmdj/wiki/wikiviewer.aspx?keyid=681369fc-3b53-4b40-b253-047ba0ae0743
* AVGO 信号仓，壁垒坚固数16 ，激进
* Google C 信号仓 小幅度套牢自责，基本没空看软件股，建信号仓也得珍惜现金
* QQQ signal warehouse, hold at 450.
* IMY double signal warehouse, should have been halved last Friday, now it is falling slightly, sell TODO and hold at 213.
* QCOM. double signal warehouse, operate the same, hold at 165.
* AMD double signal warehouse, operate the same, hold at 148.
* Mags double signal warehouse, quickly sell.
* MOAT double signal warehouse, close to 94.87, quickly sell. Why did I establish a warehouse here in the first place?
* IWM signal warehouse, about to be stuck, hold at 216, quickly sell. Why did I establish a warehouse here in the first place?
* ASX signal warehouse, about to be stuck, hold at 9.75.
* INTEL signal warehouse, bullish.
* STM, MO, BEN, F, DOWS are trapped in the camera market.
If there is no TSLA warehouse protection, the stock trading performance can be described as a mess! Awaken, young man. It's hard to hunt bears.
Monday after the summary sep17
Finally got the promise of not doing trivial things at the close today, the price is that I couldn't watch the market after hours, let alone think about the layout properly, even if it's a small business, it shouldn't be careless. Besides, tomorrow is the last round of meetings on the topic of interest rate cuts. If there is a crazy interest rate cut, it's unpredictable.
* AMAT can no longer increase, TODO should be changed to reduce and wait for cash
* MU is completely trapped, but TODO should still add positions, I firmly believe I'm not crazy. MU is a must-have for AI cloud data centers, and it is currently the only player:https://www.perplexity.ai/search/mushi-bu-shi-wei-yi-de-mei-gu-jedwkzKrQByzLre8oSfPLw
Opportunities in the HBM market
High Bandwidth Memory (HBM) is a key driver for Micron's future growth.
Micron is developing HBM3E modules with a data rate of up to 9.2 GT/s.
It is expected to provide HBM3E memory for Nvidia's new AI GPU.
The HBM market is expected to grow from $2.52 billion in 2024 to $7.95 billion in 2029.
* LRCX as a signal warehouse is not rising, but I am still stuck. I will wait and see. I should be able to sell and increase my holdings at any time. I don't have cash for small transactions.
* SPY signal warehouse has risen for three consecutive days, but there is no cash increase. Unfortunately, if it falls tomorrow, it will be an opportunity to increase my holdings. I hope I have cash on hand at that time so that I can safely hunt bears and hold the 500 water level.
* ASML seems to be a consumable and there will be no supply shortage. TODO should be included in the signal warehouse, even if it always falls.
* TSMC keeps the signal warehouse and TODO holds at 167 without losing money. You can sell and hold.
* QRVO's all-in-one results are trapped, but it is still a great opportunity for TODO to increase holdings gradually and to advance and retreat with AVGO and SWKS.
QRVO market competitive analysis.
Key advantages.
Comprehensive RF solution.
Qorvo has completed the full industry layout of antennas, power amplifiers, filters, and RF switches through mergers and acquisitions. This enables it to provide customers with more comprehensive solutions.
The company's products are positioned as technology leaders in the industry.
In the 5G field, Qorvo has Sub-6G and mmWave technology, and is highly regarded by the industry for its development prospects.
Continuous innovation.
Qorvo不断通过收购来扩展产品线，如收购Green Peak进军物联网领域，收购Active-Semi拓展电源管理业务。
多元化布局
除移动终端外，Qorvo还积极布局汽车、基站、国防等多个应用领域，分散风险。
https://www.perplexity.ai/search/qrvo-chan-pin-xian-jing-zheng-QVfonp4sQR.2_mkdf2v2sQ
https://finance.sina.cn/hkstock/ggyw/2020-02-04/detail-iimxyqvz0110946.d.html
https://www.moneydj.com/kmdj/wiki/wikiviewer.aspx?keyid=681369fc-3b53-4b40-b253-047ba0ae0743
* AVGO 信号仓，壁垒坚固数16 ，激进
* Google C 信号仓 小幅度套牢自责，基本没空看软件股，建信号仓也得珍惜现金
* QQQ signal warehouse, hold at 450.
* IMY double signal warehouse, should have been halved last Friday, now it is falling slightly, sell TODO and hold at 213.
* QCOM. double signal warehouse, operate the same, hold at 165.
* AMD double signal warehouse, operate the same, hold at 148.
* Mags double signal warehouse, quickly sell.
* MOAT double signal warehouse, close to 94.87, quickly sell. Why did I establish a warehouse here in the first place?
* IWM signal warehouse, about to be stuck, hold at 216, quickly sell. Why did I establish a warehouse here in the first place?
* ASX signal warehouse, about to be stuck, hold at 9.75.
* INTEL signal warehouse, bullish.
* STM, MO, BEN, F, DOWS are trapped in the camera market.
If there is no TSLA warehouse protection, the stock trading performance can be described as a mess! Awaken, young man. It's hard to hunt bears.
I didn't increase my holdings in Intel over the weekend. 🤔
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猎熊日记｜新手入门｜作手素质：技术分析，仓位管理，心态定位.｜坚持炒股的前提是安详睡去｜名人警句 心灵鸡汤
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