$Snowflake (SNOW.US)$
Snowflake Q2 FY2025 earnings conference call is scheduled for August 21 at 5:00 PM ET /August 22 at 5:00 AM SGT/August 22 at 7:00 AM AEST. Subscribe NOW to join the live earnings conference and hear directly from SNOW's management!
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$iShares 20+ Year Treasury Bond ETF (TLT.US)$
Previously, a friend left a message asking me if I sold TLT at 83. Yes, I actually bought 84 and sold 83 at the time. Currently 87 has been bought back.
For example, at the beginning of the year $Tesla (TSLA.US)$ When it drops to 100, how many people dare to buy it? For example, if Tesla bought at the end of last year at the end of last year and found it was stuck in the middle of a mountainside, how many people could resist falling to 100? Stop-loss and cutting meat is not a big problem. It is even more reasonable that we didn't buy at 102 when we saw the bottom. It's not like Zhuge Liang can watch the stars。 However, after that, it bottomed out and rebounded, breaking through 125. The signs of a trend reversal were obvious. Should I buy it back at this time?
Currently I'm bullish on TLT for a few reasons:
1. Government debt issuance has abated, and in particular, there has been less issuance of long-term bonds.
2. The economy is weakening. The unemployment rate has risen, and the number of new jobs has been drastically reduced.
3. The US dollar fell below the key position (105-106) and entered a downward trend,
4. TLT broke through the key position and stood at the MA5, 10 and 20 moving average. It is suitable for buying on dips. I actually stood up last Thursday, but I waited a while for Dafenong.
5. Although the weakening US dollar and lower interest rates are also beneficial to the stock market, the current valuations of big technology are too high, and the bad news about the economy will sooner or later reflect the decline in EPS, and the rise in the stock market is unsustainable. Also, I'm waiting...

hi brothers and sisters, I am doubtful want to sell $Tesla (TSLA.US)$ 1026 and $NVIDIA (NVDA.US)$ around 262, my personal feeling is the future uncertainty is hug, i want to sell them wait for lower price then buy again, should I hold on ?