$NIO Inc (NIO.US)$ Strange. What about the person who said that NIO was bankrupt for more than three yuan a few days ago? People in the stock market are getting really fast.
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$NVIDIA (NVDA.US)$ The AI continues to draw pancakes, go for it! The SOXX monthly line closed down. Let's see what happened after that?
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$NVIDIA (NVDA.US)$ What price is it safe to get in, guys
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$NVIDIA (NVDA.US)$
1. Too much AI hype. The current increase in the seven major technology stocks is far greater than sp500. The market value of Nvidia is equal to the sum of the market capitalization of 2-10 chip stocks. The AI market will be less than 100 billion dollars in the next ten years. Nvidia alone has taken over all AI markets, so other companies will not have to play.
2. After the debt ceiling was passed, TGA issued additional bonds to remove 500 billion dollars of liquidity from the market.
3. The interest rate curve is still inverted, and banks are still losing blood.
4. Inflation has not declined and is still 4.6%. The Federal Reserve will also raise interest rates and reduce its schedule.
5. The US dollar will soon take shape, and the strength of the US dollar is not conducive to technology stocks.
6. Same as 2. Issuing bonds will cause prices to fall, interest rates to rise, and it will also discourage technology stocks.
7. At the end of June, the positions of large funds were adjusted, selling high and buying low.
8. Put down a lot of hammer lines at a high level today.
Overall, Nvidia is a big bubble; when it breaks is just a matter of time.
1. Too much AI hype. The current increase in the seven major technology stocks is far greater than sp500. The market value of Nvidia is equal to the sum of the market capitalization of 2-10 chip stocks. The AI market will be less than 100 billion dollars in the next ten years. Nvidia alone has taken over all AI markets, so other companies will not have to play.
2. After the debt ceiling was passed, TGA issued additional bonds to remove 500 billion dollars of liquidity from the market.
3. The interest rate curve is still inverted, and banks are still losing blood.
4. Inflation has not declined and is still 4.6%. The Federal Reserve will also raise interest rates and reduce its schedule.
5. The US dollar will soon take shape, and the strength of the US dollar is not conducive to technology stocks.
6. Same as 2. Issuing bonds will cause prices to fall, interest rates to rise, and it will also discourage technology stocks.
7. At the end of June, the positions of large funds were adjusted, selling high and buying low.
8. Put down a lot of hammer lines at a high level today.
Overall, Nvidia is a big bubble; when it breaks is just a matter of time.
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$NVIDIA (NVDA.US)$ A company with a profit of 8 billion dollars in a year does not have a market value of 1 trillion dollars, and there are too many bubbles to die and not buy, unless you are forced to empty
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$NVIDIA (NVDA.US)$ The bulls don't know what to be happy about. Look at the heatmap market, capital is completely retreating. This is in the dark. As soon as the debt ceiling is passed, market liquidity will be removed. Nvidia's skyscraper will collapse until it has retreated.
The Federal Reserve shrinks its table by 85 billion dollars a month. Multiply by the currency multiplier almost 200 billion a month.
The interest rate curve is inverted, and banks continue to lose blood.
The Federal Reserve did not say to cut interest rates; it is likely that it will continue to raise interest rates at the end of the year.
The debt ceiling removes at least one trillion dollars of liquidity. The European side had 500 billion dollars of liquidity in the first half of this year.
After a few months of running out of funds, why are Nvidia bosses happy? More than 100 times PE? Buying back 100 years now?
The Federal Reserve shrinks its table by 85 billion dollars a month. Multiply by the currency multiplier almost 200 billion a month.
The interest rate curve is inverted, and banks continue to lose blood.
The Federal Reserve did not say to cut interest rates; it is likely that it will continue to raise interest rates at the end of the year.
The debt ceiling removes at least one trillion dollars of liquidity. The European side had 500 billion dollars of liquidity in the first half of this year.
After a few months of running out of funds, why are Nvidia bosses happy? More than 100 times PE? Buying back 100 years now?
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