NVDA
NVIDIA
-- 109.670 TSLA
Tesla
-- 263.550 CRWV
CoreWeave
-- 40.000 GOOG
Alphabet-C
-- 156.060 PLTR
Palantir
-- 85.850 
$ProShares UltraPro Short QQQ ETF (SQQQ.US)$ NASDAQ is likel...
NASDAQ is likely to move towards a downward channel...lower high, lower low.
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Warren Buffed : Are you sure? Lao Huang mentioned many uses of AI, including transportation, electric cars, Datacenter, and human resources.
玄学炒股的美股韭菜 OP Warren Buffed : Sell news... The stock price started to decline after his speech. It was all about speculating on expectations, but there was nothing new at all.
Warren Buffed 玄学炒股的美股韭菜 OP : That was Institutions suppressing prices to ship out and make money, and then continue to push... That's my perspective.
Warren Buffed 玄学炒股的美股韭菜 OP : He mentioned a lot of companies like TSLA, TOYOTA, MSFT, NVDA, SERVE, MU, GOOG, META, AMZN, SAP. These many companies will be in play tonight, even the bottle of water he drank.
Warren Buffed 玄学炒股的美股韭菜 OP : He also mentioned that the prices of the Blackwell 50 series would be relatively cheap and energy-saving. I really hope that big companies will keep upgrading their equipment every year... Hahaha.
玄学炒股的美股韭菜 OP Warren Buffed : It doesn't matter, anyway, this thing is just speculation, selling expectations, the fundamental has not improved but the stock price has gone up, I can't think of any reason other than Institutions wanting to unload their positions.
玄学炒股的美股韭菜 OP Warren Buffed : I watched the whole thing, it's just rehashing old news. Everyone knows these things, he mentioned in the previous Earnings Reports meetings that there's nothing new.
Warren Buffed 玄学炒股的美股韭菜 OP : Personally, I think his basic principle is to integrate AI into every corner of our lives, and then AI can use its graphics card, Big Data can also use its graphics card, if the graphics card's basic principle remains unchanged, a more energy-efficient one will be introduced, just like smartphones, to increase market penetration.
Warren Buffed 玄学炒股的美股韭菜 OP : However, this reheating of old news went first. The earnings report can be expected to surpass expectations, it's just going back and forth like this. Even though I don't understand when I can break free (maybe when AI takes over all human jobs, or when mass-produced robots are used in wars).
玄学炒股的美股韭菜 OP Warren Buffed : This is not about the fundamentals. Fundamentals refer to his profit margin and revenue. He did not provide specific data on how many GPUs and Blackwell he can sell, nor did he imply anything. If he could imply that he will sell more Blackwell in the next quarter than the previous earnings report estimated, then the stock price would definitely soar. Right now, there's nothing, just empty promises, but NVIDIA's Market Cap is already so high, even Flower Sister has no money to push it.
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