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$NVIDIA (NVDA.US)$
I think today's non-farm payroll data is not bad, but obviously, it has been interpreted as bearish news. I think it is to force Powell to cut interest rates by 50 basis points.
However, regardless of the situation, once nvda falls back to double digits, the bulls need to quickly start buying, just like last time. If it rebounds above 100, that would be even better.
In a bull market, investors should have the feeling that they need to get on the train as soon as it arrives, otherwise they will miss it. Otherwise, the market sentiment will dissipate. Once nvda falls below 90 and continues to decline, this wave is basically over.
Once the leader of this bull market, nvda falls, the bull market will come to an end. You'll see, it's already starting to crumble. $Tesla (TSLA.US)$ Today, it just directly shriveled up. The seesaw is also malfunctioning. In this bull market, some stocks may rise better than nvda, but no one can replace nvda's leading position.
My plan: If nvda falls to around 90-95, I will decisively buy more stocks. If I buy at this level, and the bear market really comes, then I can quickly cut losses without a big loss. If the bull market continues, nvda will at least return to 140, with a very good risk-reward ratio.
I think today's non-farm payroll data is not bad, but obviously, it has been interpreted as bearish news. I think it is to force Powell to cut interest rates by 50 basis points.
However, regardless of the situation, once nvda falls back to double digits, the bulls need to quickly start buying, just like last time. If it rebounds above 100, that would be even better.
In a bull market, investors should have the feeling that they need to get on the train as soon as it arrives, otherwise they will miss it. Otherwise, the market sentiment will dissipate. Once nvda falls below 90 and continues to decline, this wave is basically over.
Once the leader of this bull market, nvda falls, the bull market will come to an end. You'll see, it's already starting to crumble. $Tesla (TSLA.US)$ Today, it just directly shriveled up. The seesaw is also malfunctioning. In this bull market, some stocks may rise better than nvda, but no one can replace nvda's leading position.
My plan: If nvda falls to around 90-95, I will decisively buy more stocks. If I buy at this level, and the bear market really comes, then I can quickly cut losses without a big loss. If the bull market continues, nvda will at least return to 140, with a very good risk-reward ratio.
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$Tilray Brands (TLRY.US)$ 主力继续进场,买入1031万股,是否准备起飞到月亮?希望散户都赚钱或者早日解套。🙏
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$Tilray Brands (TLRY.US)$ There are fund companies paying attention, everyone needs to be patient! This upward trend is inevitable.
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$Advanced Micro Devices (AMD.US)$
Although I was lucky to reduce half of my positions before the sharp drop in AMD, it is still my largest holding. I also added some near 150. So I am still quite anxious inside.
The main focus of the financial report is looking ahead, how much the market growth of ai chips will be, and whether AMD can quickly grab a larger share of the market. As the second in the high-performance computing industry, AMD is indeed lagging behind quite a bit this time. Nvidia's market share exceeds 90%, while AMD is still below 5% (as for Intel, it belongs to 'other' and can be ignored). The market share of the second player in the industry should be at least over 10% to be reasonable. So AMD still needs to strive.
As for $NVIDIA (NVDA.US)$ The stock is now starting to decline. I bottomed out a little at 110 before, and now I'm also underwater, but it's not a big deal because my positions are very small. If AMD's financial report is not good, NVIDIA might really see a double-digit price. In that case, just two words: really good, I will definitely buy back some.
There are too many significant events this week, but regardless of whether there is an economic slowdown, when the Fed will cut interest rates, at least for now, the ai chip sector still seems to be fine. If there are issues, other industries will most likely suffer more. For example, the consumer industry has already collapsed, even P&G is struggling to hold on (see the following stocks, how much they have fallen: $Nike (NKE.US)$ , $Lululemon Athletica (LULU.US)$ ,......
Although I was lucky to reduce half of my positions before the sharp drop in AMD, it is still my largest holding. I also added some near 150. So I am still quite anxious inside.
The main focus of the financial report is looking ahead, how much the market growth of ai chips will be, and whether AMD can quickly grab a larger share of the market. As the second in the high-performance computing industry, AMD is indeed lagging behind quite a bit this time. Nvidia's market share exceeds 90%, while AMD is still below 5% (as for Intel, it belongs to 'other' and can be ignored). The market share of the second player in the industry should be at least over 10% to be reasonable. So AMD still needs to strive.
As for $NVIDIA (NVDA.US)$ The stock is now starting to decline. I bottomed out a little at 110 before, and now I'm also underwater, but it's not a big deal because my positions are very small. If AMD's financial report is not good, NVIDIA might really see a double-digit price. In that case, just two words: really good, I will definitely buy back some.
There are too many significant events this week, but regardless of whether there is an economic slowdown, when the Fed will cut interest rates, at least for now, the ai chip sector still seems to be fine. If there are issues, other industries will most likely suffer more. For example, the consumer industry has already collapsed, even P&G is struggling to hold on (see the following stocks, how much they have fallen: $Nike (NKE.US)$ , $Lululemon Athletica (LULU.US)$ ,......
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$Advanced Micro Devices (AMD.US)$
AMD Q1 2024 earnings conference call is scheduled for April 30 at 5:00 PM EDT /May 1 at 5:00 AM SGT&MYT /May 1 at 8:00 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from AMD's Q1 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
Disclaimer:
This presentation is for information and educational...
AMD Q1 2024 earnings conference call is scheduled for April 30 at 5:00 PM EDT /May 1 at 5:00 AM SGT&MYT /May 1 at 8:00 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from AMD's Q1 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
Disclaimer:
This presentation is for information and educational...
AMD Q1 2024 earnings conference call
Apr 30 16:00
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$Tilray Brands (TLRY.US)$ Keep up the good work next week 👏
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