$Palo Alto Networks (PANW.US)$ Upper revision came from the financial results!
Looking forward to today's market! 🤣🙃
Looking forward to today's market! 🤣🙃
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$Palo Alto Networks (PANW.US)$ Even with good financial guidance, it still falls, huh 😮💨
That's always how it is.
I want to see a pillar of fire.
That's always how it is.
I want to see a pillar of fire.
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kenjiae86
liked
$Palo Alto Networks (PANW.US)$
Everyone is focusing on nvidia, but even among such high-quality stocks, quieter stocks may be more suitable for stable price movements and shareholding.
Everyone is focusing on nvidia, but even among such high-quality stocks, quieter stocks may be more suitable for stable price movements and shareholding.
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$Arm Holdings (ARM.US)$ Don't bark here 😤
Although it's leisurely to wait, it's tough for the funds to sleep.
Although it's leisurely to wait, it's tough for the funds to sleep.
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kenjiae86
liked and commented on
$Arm Holdings (ARM.US)$ Setting aside those who are thinking in the short term, I completely fail to understand why one would cut losses and surrender when thinking in the long term, but comments like 'I shouldn't have sold.' appear as soon as it goes up, unchanged since the IPO.
Cutting losses -> 'I shouldn't have sold.' -> in -> cutting losses, there is no way profits can be made in such a cycle (laugh)
It's about time to learn, your grip strength is too weak.
Cutting losses -> 'I shouldn't have sold.' -> in -> cutting losses, there is no way profits can be made in such a cycle (laugh)
It's about time to learn, your grip strength is too weak.
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kenjiae86
commented on
$Arm Holdings (ARM.US)$
Semiconductors and AI, they only know to some extent what is written on the internet. Everyone other than operators is an amateur.
Semiconductors and AI, they only know to some extent what is written on the internet. Everyone other than operators is an amateur.
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kenjiae86
liked
$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
Now, looking at the November financial estimates on FedWatch, the expectation of no rate cut has completely disappeared, and it is now 99% for a 0.25 rate cut. There is also a slight expectation of a 0.5 rate cut. I personally think a 0.5 rate cut is unlikely, but due to the shocking NFP numbers, this kind of estimate has emerged.
Now, looking at the November financial estimates on FedWatch, the expectation of no rate cut has completely disappeared, and it is now 99% for a 0.25 rate cut. There is also a slight expectation of a 0.5 rate cut. I personally think a 0.5 rate cut is unlikely, but due to the shocking NFP numbers, this kind of estimate has emerged.
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kenjiae86
commented on
Bernstein analyst kept the target stock price at $100, but isn't it an underperform downgrade for a stock that exceeded the target price of $100 and reached $150? It seems like they might be looking at reality upside down! There is no doubt about the investment in ARM's management team and Masayoshi Son's AI.
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kenjiae86
commented on
You'll probably be back soon anyway.
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