$First Solar (FSLR.US)$ The reasons for the previous large increase in this stock seem to still exist, but appear to be greatly affected by the election. If Trump is elected, it is expected that support for clean energy will decrease. Considering the technological aspect, the risk of buying now is quite high.
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$Li Auto (LI.US)$ Ideal Auto does not currently have an overseas market. It is reasonable to say that tariffs should not have any impact on its stock price. There have been a lot of big purchases recently, and there seem to be signs of bottoming out. I personally think I can get in a little bit, and then if the current position is established after the technical bottom is established, this is a great opportunity.
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$Apple (AAPL.US)$ Now I understand the logic behind this rise.
1. AI wasn't priced in Apple's stock price before, and investors finally saw an opportunity for Apple to join the AI carnival. This should be the immediate reason.
2. At a deep level, AI has opened up a new revenue growth point for Apple this time, and the increase in Apple's cost is insignificant compared to other companies that need to buy chips on a large scale. In the agreement between Apple and Open AI, Apple did not pay a penny; it can be said that it is free to use Open AI's API. This is amazing. Other companies need to pay to use the API. Apple is free to use, and it can also make money later, and it is also deducted from the user's monthly fee as the entrance fee for the AI provider. It is said that Google will also join. In this way, Open AI competes with Google, and Apple benefits from fishermen. Similar to the Safari search engine recommendations, Google still has to pay the top fee to Apple. In other words, the bargaining power that Apple enjoys when it has high-quality customers.
1. AI wasn't priced in Apple's stock price before, and investors finally saw an opportunity for Apple to join the AI carnival. This should be the immediate reason.
2. At a deep level, AI has opened up a new revenue growth point for Apple this time, and the increase in Apple's cost is insignificant compared to other companies that need to buy chips on a large scale. In the agreement between Apple and Open AI, Apple did not pay a penny; it can be said that it is free to use Open AI's API. This is amazing. Other companies need to pay to use the API. Apple is free to use, and it can also make money later, and it is also deducted from the user's monthly fee as the entrance fee for the AI provider. It is said that Google will also join. In this way, Open AI competes with Google, and Apple benefits from fishermen. Similar to the Safari search engine recommendations, Google still has to pay the top fee to Apple. In other words, the bargaining power that Apple enjoys when it has high-quality customers.
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$Hewlett Packard Enterprise (HPE.US)$ hp inc's valuation feels more attractive. $Dell Technologies (DELL.US)$ Should I buy hp inc while Dell is clearing out, or should I wait?
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$Apple (AAPL.US)$ Apple focuses on AI for privacy to attract high-end users who prioritize personal privacy. I believe Apple can integrate them well into its own ecosystem, but I don't think it will have a significant impact on Apple's sales. At the same time, AI currently does not contribute much to Apple's revenue, which may be more beneficial for openAI. $Microsoft (MSFT.US)$ Let's see when Apple can better capitalize on AI technology.
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It is better to buy the most eye-catching stocks. $First Solar (FSLR.US)$ As a leading company in the US photovoltaic industry, although it has risen quite a bit during this period, the small retreat quickly rebounded and the capital is still very sought after, with no signs of large-scale withdrawal. I am still bullish on its future performance.
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$Dell Technologies (DELL.US)$ There is still no problem with the fundamentals, but it has risen too much a few days ago. Probably 30% of the last financial report was spread over the previous week or two, and it should be adjusted well now. I expect it to fall back to 140-150.
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$Dell Technologies (DELL.US)$ Today's big drop may be because the funds are all going to speculate on hp inc next door.
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$Advanced Micro Devices (AMD.US)$ The rise should be mainly driven by $HP Inc (HPQ.US)$ Rising, driven by the stabilizing sales of personal computers.
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$Dell Technologies (DELL.US)$ Am I selling too early? I think the combination of capital outflows and financial reporting risks made me choose to sell. Is this a wrong choice?
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