Year-end predictions just before the rally
It would be nice if the summer rally, which is about to begin in earnest, continues for as long as possible. Last year was 2 weeks, and the year before last year was 1 month. So the following is a compass that refers to each valuation posted in the latest column for analyst predictions about what will happen at the end of the year when the rally starts ➡ ︎. I think it will go on its way even if it doesn't arrive.
🟣 TSM 180 ➡ ︎ 250 ⭐️⭐️⭐️
🟣 MU 140 ➡ ︎ 200 ⭐️⭐️
🟣 NVDA 130 ➡ ︎ 150 over ⭐️⭐️⭐️
🟣 SMCI 850 ➡ ︎ 1550 ⭐️⭐️
SMCI is very popular (for better or worse) with institutional investors due to its high volatility, and there may be a large divergence. However, there is no objection to excellent products and the market advantage where SMCI and Dell are placed, and I think it is overwhelmingly easy to compete. Also, TSM is the most reliable and maintains a high weight.
Also, since evaluation hurdles for financial results are rising for semiconductors in particular, it may be necessary to prepare carefully for all of August. Whether to fix profit before settlement and re-enter (even so, it's a sufficient holder) is different for each portfolio, and I think decisions such as “noise” or “temporary evacuation” will be made as a result of estimating year-end assets as described above.
At last, I have nothing but hope for tomorrow. Good luck NASDAQ100 🇺🇸
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
🇺🇸 TSM, MU, NVDA, SMCI, ALAB, PLTR, NASDAQ100
新NISA積立full of iFreeNQ100/成長full of TSM/特定TSM〜PLTR
204Followers
215Following
1058Visitors
Follow
トリリオンネア : The NVDA's year-end forecast is 150, isn't it... I wonder if it will only rise by just under 20% in the remaining 6 months compared to an increase of over 150% in the first half...
tm_speedstyle371 OP トリリオンネア : I agree with Trillion Nair's comments today. Thank you![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
akii0119 : It's a summer rally
go up\ ('lo'\) lol-!