$Intel (INTC.US)$ Now is a very good time to invest in Intel, it is expected that from December to January next year, the money from chip legislation will be decided to be given to Intel. Whether it's speculation or truly believing in Intel's ability to turn the tide, to return to the peak of the process is a good opportunity. In the coming years, it is highly probable that Trump will not abolish all aspects of the chip legislation, and Intel remains the largest potential beneficiary of the revival of the U.S. chip manufacturing industry. I hope the management can adjust their previously arrogant global strategy in a timely manner, relying on policy advantages to surpass advanced processes. Many people look down on it, thinking Intel is no longer competitive, but I personally think they underestimate the support of policy and financial advantages, as well as the pressure on external companies from MAGA.
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$Super Micro Computer (SMCI.US)$ There are several great opportunities to increase positions this year, one of the most profound ones being the crowdstrike blue screen incident. $CrowdStrike (CRWD.US)$ When it dropped to 220, I immediately suggested bottom fishing, because there is no visible direct replacement in the industry, and I understand how commercial companies deal with similar crises. Another example is SMCI this time, when it dropped to 20, I bottom-fished. After the first rebound and selling off, I reminded everyone that the fluctuations are huge, but there is no need to worry about delisting, just wait patiently for news from the accounting firm. This confidence comes not only from internal conversations at the company but also from the unique presence of this company in the industry.
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$Applied Materials (AMAT.US)$ What time will the financial report be released?
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A group of ignorant economists who do not understand the brilliance behind Trump's policies. Keep opposing Trump with the leftist media, sooner or later they will all be completely wiped out.
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$Applied Materials (AMAT.US)$ The time of selling puts for free below 200 is running out, it's a pity, hurry up and make money.
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$Super Micro Computer (SMCI.US)$ The increase is smaller than expected, it may only truly materialize once the accounting information is found, 30+ is relatively reasonable. Currently, be cautious about increasing positions. It was mentioned the day before yesterday that many people are paying emotional tuition fees, as they still know very little about the company. When you have limited knowledge, the most important thing is to try to avoid involvement, and secondly, do not short sell. Hopefully, this lesson will be valuable.
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$Super Micro Computer (SMCI.US)$ You guys are not unfamiliar with routines. As soon as the management announces that the accounting firm has been found, this stock will rebound significantly, forcing all the short-selling positions to close. Some people will immediately question how you knew it could be found, because... Of course it can be found, because they don't want to pay overtime... After this move by EY, it is even safer to pick up the stock. In the past, the Big Four firms took turns working for them; now the Big Four may choose not to take on the job to avoid trouble, but there are other firms willing to take it. So friends betting on the stock going down should take it easy, don't be too aggressive, it won't look good when the short squeeze happens.
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$Super Micro Computer (SMCI.US)$ The more it falls today, the more it can rise tomorrow.
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$Super Micro Computer (SMCI.US)$ This drop is within expectations and can be stopped.
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