TSLA
Tesla
-- 410.440 NVDA
NVIDIA
-- 144.470 RGTI
Rigetti Computing
-- 19.0200 PLTR
Palantir
-- 79.890 AAPL
Apple
-- 243.360 
Viagra did not disappoint as expected.
With the decline in crude oil prices, the national bond interest rate falling, and Viagra's financial report remaining strong, this round of technology stock pullback is pretty much over. Unless there is some new shocking news, I don't expect too deep of a decline.
Mr. Bao's speech on Friday is likely to be a rehash of the same old topics. Unless something really shocking comes out, like a rate hike next year, or a rate cut only in the following year, even if the stock market falls, I think it's a buying opportunity. With inflation falling, the real interest rate in the USA is already positive, as long as there is no rate cut, inflation can be continuously suppressed, making it difficult for inflation to rebound significantly. Therefore, the Fed will likely raise rates only once. As long as the economy doesn't collapse, there won't be a rate cut, and a decline in inflation is a matter of time.
$Tesla (TSLA.US)$ This round of decline has almost hit bottom. My previous target of 220 was slightly off, but it's not a big deal. I plan to heavily invest on the right side, currently only at a 5% position, with a cost below 240, basically breakeven. It's not too late to get on board. As long as it's still a bull market, if the lowest point rises from 150 to 210, then the peak will inevitably exceed 300. There is still a large potential range, the key is confirming the bottoming out before heavy investment, to avoid getting trapped with your main funds.
After the Viagra financial report came out, I increased my position in after-hours trading. $Alphabet-C (GOOG.US)$ Last night, the puzzle was solved. But I haven't been vigilant enough to watch the roller coaster in the second half of the night. Regarding the recent performance of the U.S. stocks, I have already given sufficient forward-looking in the review, basically verified, but there are still many puzzling places, the most puzzling one is $Palantir (PLTR.US)$ Facing the tricky manipulation of Google's sell call position, I was surprised to see that the stock price did not drop. Although I won't lose money, I also missed the opportunity for gains, so I quickly increased my position. Will consider adding more tomorrow. $Microsoft (MSFT.US)$ 。
However, compared to the stock market, what is currently more worth paying attention to is bonds. Although the stock market has dropped a bit, it is still not cheap. With the rise of the ten-year treasury yield, the stock market's valuation has been compressed. But bonds are currently really cheap. $iShares 20+ Year Treasury Bond ETF (TLT.US)$ If there is another wave of the market like last November, it would be a shame to miss out. In an environment where the Fed maintains high interest rates, I think there will still be small banks going bankrupt. Currently, are US treasury bonds not selling well? As long as a few more banks collapse, won't people turn to bonds for safety?
The most dangerous assets right now, in my estimation, are the real estate markets in China and South Korea. Once the real estate market collapses, China's economy will be severely impacted. I feel like it has already collapsed, hence the very poor economic data. I have always believed that high housing prices bring no benefit to the economy, but domestic housing prices just keep rising. We must wait for the bubble to burst, it really makes one sigh.
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