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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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$Tesla (TSLA.US)$ Does Tesla hold Bitcoin? Is it considered bullish?
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JUNMOB
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JUNMOB
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$Tesla (TSLA.US)$
It was announced to the market that Tesla's stock price destroyed the ground and conquered 220.800. Tesla's main upward trend began; conquerGreen long-term backpressure lineThis triggered additional scrambling from conservative strategic investors and once again interpreting the strong market. Tesla's stock price will challenge Tesla's historical high of 414.49 after the split, and intermittently set the highest price in history.
Tesla's energy storage business; Tesla's shape robots; Tesla autonomous driving (including Robot Taxis), and three-way revenue bookkeeping of the troika form a strong internal driving force for Tesla's main upward wave.
Technical side: 1. Daily line - Head and shoulder technical pattern. Of all technical forms, this is the most likely, let alone at the bottom. 2. On the daily chart, weekly chart, monthly chart, and quarterly chart, the technical indicator KD function curves all show a bullish buying signal. The daily KD function and function value overbought are strong standard configurations. Although the KD function curves of the weekly, monthly, and quarterly lines lag behind, it is precisely this kind of lag that has led to extremely high reliability after the gold fork -- rising.
Overbought, high price-earnings ratio, and preemption are all standard for strong markets. The overbought problem will be partially repaired by an intraday pullback decline (including a pullback decline the next day), so profit...
It was announced to the market that Tesla's stock price destroyed the ground and conquered 220.800. Tesla's main upward trend began; conquerGreen long-term backpressure lineThis triggered additional scrambling from conservative strategic investors and once again interpreting the strong market. Tesla's stock price will challenge Tesla's historical high of 414.49 after the split, and intermittently set the highest price in history.
Tesla's energy storage business; Tesla's shape robots; Tesla autonomous driving (including Robot Taxis), and three-way revenue bookkeeping of the troika form a strong internal driving force for Tesla's main upward wave.
Technical side: 1. Daily line - Head and shoulder technical pattern. Of all technical forms, this is the most likely, let alone at the bottom. 2. On the daily chart, weekly chart, monthly chart, and quarterly chart, the technical indicator KD function curves all show a bullish buying signal. The daily KD function and function value overbought are strong standard configurations. Although the KD function curves of the weekly, monthly, and quarterly lines lag behind, it is precisely this kind of lag that has led to extremely high reliability after the gold fork -- rising.
Overbought, high price-earnings ratio, and preemption are all standard for strong markets. The overbought problem will be partially repaired by an intraday pullback decline (including a pullback decline the next day), so profit...
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