TSLA
Tesla
-- 355.840 NVDA
NVIDIA
-- 138.850 INTC
Intel
-- 23.600 NBIS
NEBIUS
-- 44.490 PLTR
Palantir
-- 119.160 
ON is really disappointing.
Originally, I held a small position in ON, but today it performed very poorly. Despite opening with a gap down, it was still above the 5-day moving average. However, during the trading day, it fell like jumping off a building, breaking through all the moving averages. It's really a tragedy.![]()
Fortunately, my position was not large. My move: I switched everything to NVDA. $NVIDIA (NVDA.US)$
It's not that I particularly like NVDA. But among all the chip stocks, I really can't find any better fundamentals than NVDA. For example, $ASML Holding (ASML.US)$ and the like are indeed good, but they are also following the lead of NVDA. So, I will continue to bet on NVDA.
When switching from on to nvda, I simply shifted positions without adding, without consuming cash, and without any leverage. Apart from the regular monthly investment in large cap in a semi-automatic rsp manner planned, I currently have no plans to add individual stocks. My current large cap semi-automatic rsp method: when the market falls by 1.5% for the first time in the month, I buy once; when the market accumulates a 5% decline in the month, I add another investment; when the market accumulates a 10% decline in the month, I add another investment. A maximum of three transactions per month. If none of the above happens, I will buy on the last trading day of the month. This strategy has just started to be implemented, let's see how it performs in the future.
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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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Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
DipHunter : Semiconductors are currently in the killing valuation stage, it is best not to enter.
Vivich3ng : I sold directly on and will wait for nvidia to drop before entering again.
bitcoin is king DipHunter :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
高贵的阿德莱德 OP DipHunter : Yes, it looks like nvda is going to fall to around 100. Hopefully it won't drop to double digits again. I currently don't dare to add more positions, so I have exchanged all other semiconductors for nvda, hoping nvda can hold up. If nvda collapses, this bull market cycle is probably over.
DipHunter 高贵的阿德莱德 OP : If you don't sell, you won't lose. Semiconductors are still mainstream. Even if you lose half, you will come back. But if you sell, the money will belong to someone else.
高贵的阿德莱德 OP Vivich3ng : I also thought about whether to do this, but I ultimately decided to switch to parallel warehousing. NVDA fell to the 120-day average, hoping to find support at this price.
高贵的阿德莱德 OP DipHunter : Yes, I believe this bull market is not over yet, 140 is not the highest point of NVDA. I just don't know how much longer it will last. But if NVDA really collapses, I can only admit defeat. Hopefully, NVDA is just retracing the market trend in the second half of 2023.
Vivich3ng : NVDA will still bounce back. It feels more reliable in the long run compared to other options. I just want to wait for two more people to enter before getting in. So I'm stepping back for now. Waiting...