unless the war escalates where US send troops in to fight , otherwise the risen commodities will revert to mean and macro eg inflation expectations will be driving mkt forward
2
$Applied Materials(AMAT.US$
with all the capital spending by intc , tsm worth to hold for long term
with all the capital spending by intc , tsm worth to hold for long term
1
I've closed the portfolio$3 weeks tights / 10 MA(ZH2006735)$
![Shorting ARKK](https://ussnsimg.moomoo.com/1619882081744-102172665-android-org.jpg/thumb)
$Amazon(AMZN.US$
breaking out of base
breaking out of base
2