$Applied Materials (AMAT.US)$ The Options dispute has nothing to do with the company's fundamentals.

$QuantumScape (QS.US)$ This is a rare good company, but unfortunately, the transparency is too high, with the roadmap clearly laid out, so it is basically clear that there may only be revenue after 2026, leading to a gathering of short sellers.

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ Be cautious about chasing highs, the large cap was already weak, but the news of Intel changing its CEO immediately changed the trading logic of Wall Street today. However, this does not mean that semiconductors are now in a safe position to add positions. It is advisable to wait patiently for a pullback.

$E-mini S&P 500 Futures(MAR5) (ESmain.US)$ Faced with historical highs, the mentality of small retail investors is, it's too high, I won't chase. The institutions made a slight adjustment, and after raising the weight today, it started to skyrocket. Then the small retail investors: Darn it, I missed it again. Then they chase after it.

$Intel (INTC.US)$ Now is a great time to get into intel. It is expected that from December to January next year, the funds for the chip act will be confirmed to be given to intel. Whether it is speculation or truly believing in intel's ability to turn the tide and return to the peak of the process, it is a good opportunity. In the coming years, Trump is unlikely to abolish all the contents of the chip act, and intel remains the biggest potential beneficiary of the revival of the American chip manufacturing industry. Hopefully, the management can adjust the previously arrogant global strategy in a timely manner, relying on policy advantages to surpass advanced processes. Many people look down on it, thinking that intel is no longer competent, but I think they underestimate the support of policy and financial advantages, as well as the pressure that maga puts on external companies.

$Super Micro Computer (SMCI.US)$ There have been several excellent opportunities to increase positions this year, with one particularly significant one being the crowdstrike blue screen event. $CrowdStrike (CRWD.US)$ When it dropped to 220, I immediately suggested buying the dip because there was no visible direct replacement in the industry, and I understand how commercial companies deal with similar crises. Another example is SMCI this time, bought the dip at 20. After the first rebound, I reminded everyone of the extreme volatility, but there is no need to worry about delisting, just calmly wait for updates from the accounting firm. This confidence comes not only from internal discussions within the company but also from this company's unique presence in the industry.

$Applied Materials (AMAT.US)$ The time of selling puts for free below 200 is running out, it's a pity, hurry up and make money.

$Super Micro Computer (SMCI.US)$ This increase is smaller than I expected, it will only be truly implemented when the accounting information comes out, a target of 30+ is more reasonable. Be cautious about adding positions now. As mentioned the day before yesterday, many are paying an emotional tuition fee, there is still limited understanding of this company. When understanding is lacking, the primary task is to avoid involvement as much as possible, and next is to avoid short selling. Hopefully, this lesson will be valuable.

$Super Micro Computer (SMCI.US)$ You guys are not unfamiliar with these routines. Soon, as long as the management announces that the accounting firm has been found, this stock will take the opportunity to rebound significantly, causing all the short sellers to close their positions. Some people will immediately start questioning how you knew it could be found, because... of course it can be found, because they don't want to pay overtime fees. After this move by EY, it will be even safer to buy. In the past, the Big Four took turns to work with this company. Now, the Big Four can choose not to take the case to avoid trouble, but there are other firms willing to take it. So friends who are bearish should take it easy and not go too hard, as it won't look good when the short squeeze comes.

$Super Micro Computer (SMCI.US)$ This drop is within expectations and can be stopped.