zhisheng : gogo

zhisheng : Investing in stocks requires a strategic approach to maximize returns and minimize risks. Begin by thoroughly researching a company’s fundamentals, including its financial health, revenue, earnings, and debt levels, to assess its growth potential. Employ technical analysis to interpret stock charts, identifying trends and optimal entry and exit points for your investments. Stay informed about industry dynamics to spot emerging opportunities or potential pitfalls. To protect your capital, set stop-loss orders to automatically exit positions if the market moves against you. Diversify your portfolio by investing in a variety of stocks, reducing the risk of poor performance from any single investment. Adopting a long-term perspective can lead to more stable returns, so focus on holding quality stocks rather than engaging in frequent trading. Lastly, continually educate yourself on market trends and analyses to refine your investment strategy and make informed decisions.

zhisheng : Given the recent economic data, the Federal Reserve may consider further rate cuts during the upcoming FOMC meeting on November 7. The Personal Consumption Expenditures (PCE) price index for September showed a modest month-over-month increase of 0.2%, with the core PCE rising 2.7% year-over-year, indicating relatively mild inflationary pressures. Additionally, non-farm payrolls added only 12,000 jobs in October, reflecting weakness in the labor market. Overall, the Fed may opt for a rate cut to support the economy. If this happens, I plan to adjust my investment portfolio by increasing holdings in growth stocks and technology sectors while also allocating to inflation-hedging assets like gold to mitigate risks associated with a weaker dollar. I will also consider increasing exposure to high-quality bonds and Real Estate Investment Trusts (REITs) to take advantage of opportunities presented by a low interest rate environment, while keeping some liquidity to navigate future uncertainties and market fluctuations.

zhisheng :

zhisheng : Despite the recent resignation of SMCI’s auditor, EY, due to concerns over governance and transparency, which led to a significant drop in stock price, I remain cautiously optimistic about SMCI’s long-term prospects. Given the strong demand in AI and data center infrastructure, areas where SMCI has a competitive edge, solid earnings results and positive guidance, especially around AI-driven products, could potentially restore investor confidence. Additionally, if management effectively addresses the governance issues and enhances transparency, the market may turn bullish again, helping the stock price to recover.

zhisheng : Palantir's opening price in the third quarter will be influenced by multiple factors such as market expectations, AI demand, financial performance, macroeconomic factors, and technical analysis. The market is generally optimistic about Palantir's AI technology and data processing capabilities, especially in expanding its enterprise and government customer base. If the financial report shows strong growth (such as a year-on-year revenue increase of over 20%-25%) and stable gross margin, positive market sentiment may drive the stock price to open at $17-18. Moreover, the strong demand in the AI market, particularly the increased application of Palantir's products like Foundry and Apollo in key sectors such as finance, medical, and government, may further support the rise in stock price. However, macroeconomic uncertainties still pose pressure on growth-oriented technology companies, especially against a backdrop of rising interest rates. Even with good financial performance, market caution towards tech stocks may limit the opening increase. If the financial report performance falls below expectations, the opening price could decline to $15-16. Therefore, overall, Palantir's opening price is expected to fluctuate within the range of $17 to $18, with the specific increase depending on the combined effect of its performance and market sentiment.