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Columns Hedge fund style hidden AI stock investment! Which “+” stocks of “NVIDIA +” still have room to rise?
The AI boom has just begunIt looks like that.NVIDIA's financial results and the expansion of capital investment by US Big Tech are showing。If there is a long-running AI boom, who is the winnerNVIDIA is not necessarily just one company,It becomes “NVIDIA +”It is expected.
From the most recent portfolio of hedge funds,Hedge funds have already established “NVIDIA +” positionsIt turns out they are doing it.Regarding the “+” stocks of “NVIDIA +”, I checked which stocks still have room to rise in stock prices。
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AI related stocks popular among hedge funds: “NVIDIA +”
$Goldman Sachs(GS.US$ According to the aggregation and analysis ofHedge funds for the fiscal year ending 1-3 monthsOf the 7 major US tech companies, the Magnificent 7 $Alphabet-A(GOOGL.US$ Ya $Amazon(AMZN.US$ 、 $NVIDIA(NVDA.US$ 、 $Microsoft(MSFT.US$ ,...
From the most recent portfolio of hedge funds,Hedge funds have already established “NVIDIA +” positionsIt turns out they are doing it.Regarding the “+” stocks of “NVIDIA +”, I checked which stocks still have room to rise in stock prices。
$Goldman Sachs(GS.US$ According to the aggregation and analysis ofHedge funds for the fiscal year ending 1-3 monthsOf the 7 major US tech companies, the Magnificent 7 $Alphabet-A(GOOGL.US$ Ya $Amazon(AMZN.US$ 、 $NVIDIA(NVDA.US$ 、 $Microsoft(MSFT.US$ ,...
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Today, let's write about the essence that would be rough on X or YouTube.
The title is “Chart Explanation Full of Mistakes”!
It's coming down right now, but in general chart explanations and textbook-like stories, it's “when you get an autograph.” This is correct from a medium- to long-term perspective, but it doesn't work in the short or short term.
Each chart has a time axis they are good at, and the criteria for judgment also differ on each time axis.
And we have to change the way we capture the trade signs that come out of that chart depending on the time axis.
eg
・Golden cross (GC) /dead cross (DC) with moving average and MACD systems
・When the Overcast or Key Points sign lights up
・If you break a cash register or trend line or get pushed back
etc. will be explained as trade signs, right?
All of these are based on a “trend following” type of thinking that works in the medium term and above as a time axis.
Even in the medium term, the axis of trade and investment changes depending on the period.
I'm focusing on options, so I base it on a monthly basis. The medium term is 1 month, the short term is around 1 week, the long term is 3 months to 1 year, and the short term is 2-3 days...
The title is “Chart Explanation Full of Mistakes”!
It's coming down right now, but in general chart explanations and textbook-like stories, it's “when you get an autograph.” This is correct from a medium- to long-term perspective, but it doesn't work in the short or short term.
Each chart has a time axis they are good at, and the criteria for judgment also differ on each time axis.
And we have to change the way we capture the trade signs that come out of that chart depending on the time axis.
eg
・Golden cross (GC) /dead cross (DC) with moving average and MACD systems
・When the Overcast or Key Points sign lights up
・If you break a cash register or trend line or get pushed back
etc. will be explained as trade signs, right?
All of these are based on a “trend following” type of thinking that works in the medium term and above as a time axis.
Even in the medium term, the axis of trade and investment changes depending on the period.
I'm focusing on options, so I base it on a monthly basis. The medium term is 1 month, the short term is around 1 week, the long term is 3 months to 1 year, and the short term is 2-3 days...
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31
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