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$NVIDIA (NVDA.US)$
I think today's non-farm payroll data is not bad, but obviously, it has been interpreted as bearish news. I think it is to force Powell to cut interest rates by 50 basis points.
However, regardless of the situation, once nvda falls back to double digits, the bulls need to quickly start buying, just like last time. If it rebounds above 100, that would be even better.
In a bull market, investors should have the feeling that they need to get on the train as soon as it arrives, otherwise they will miss it. Otherwise, the market sentiment will dissipate. Once nvda falls below 90 and continues to decline, this wave is basically over.
Once the leader of this bull market, nvda falls, the bull market will come to an end. You'll see, it's already starting to crumble. $Tesla (TSLA.US)$ Today, it just directly shriveled up. The seesaw is also malfunctioning. In this bull market, some stocks may rise better than nvda, but no one can replace nvda's leading position.
My plan: If nvda falls to around 90-95, I will decisively buy more stocks. If I buy at this level, and the bear market really comes, then I can quickly cut losses without a big loss. If the bull market continues, nvda will at least return to 140, with a very good risk-reward ratio.
I think today's non-farm payroll data is not bad, but obviously, it has been interpreted as bearish news. I think it is to force Powell to cut interest rates by 50 basis points.
However, regardless of the situation, once nvda falls back to double digits, the bulls need to quickly start buying, just like last time. If it rebounds above 100, that would be even better.
In a bull market, investors should have the feeling that they need to get on the train as soon as it arrives, otherwise they will miss it. Otherwise, the market sentiment will dissipate. Once nvda falls below 90 and continues to decline, this wave is basically over.
Once the leader of this bull market, nvda falls, the bull market will come to an end. You'll see, it's already starting to crumble. $Tesla (TSLA.US)$ Today, it just directly shriveled up. The seesaw is also malfunctioning. In this bull market, some stocks may rise better than nvda, but no one can replace nvda's leading position.
My plan: If nvda falls to around 90-95, I will decisively buy more stocks. If I buy at this level, and the bear market really comes, then I can quickly cut losses without a big loss. If the bull market continues, nvda will at least return to 140, with a very good risk-reward ratio.
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There are a few things happening in the markets to talk about.
To start, the enthusiasm for AI appears to be waning, as stocks related to artificial intelligence have started to undergo corrections in the recent days, along with the broader technology sector.
Here are some AI related stocks and their one day price change and year-to-date performance:
Despite the drop, these stocks have delivered good returns year-to-date. It is a natural course for overextende...
To start, the enthusiasm for AI appears to be waning, as stocks related to artificial intelligence have started to undergo corrections in the recent days, along with the broader technology sector.
Here are some AI related stocks and their one day price change and year-to-date performance:
Despite the drop, these stocks have delivered good returns year-to-date. It is a natural course for overextende...
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Columns How Temasek Invest?
Temasek Holdings experienced a 5% decrease in the performance of its investment portfolio in the previous year. It is essential to clarify that this post does not aim to criticize, as I acknowledge the distinctive difficulties faced by a large investment institution like Temasek, which cannot be directly compared to individual investors. Temasek encounters challenges of managing significantly larger capital, pursuing organizational objectives, and safeguarding strategic intere...
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Alibaba has undergone a sudden and significant reorganization of its management structure. Daniel Zhang, previously serving as Chairman and CEO of Alibaba Group, will now step down from both positions and assume the role of CEO of Alibaba Cloud unit. Eddie Wu, one of Alibaba's co-founders, will take over as the Group CEO, while Joe Tsai, another co-founder, will become the chairman.
Unlike Zhang, both Wu and Tsai have been with Alibaba since its incept...
Unlike Zhang, both Wu and Tsai have been with Alibaba since its incept...
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It was clear to most people that the recent congressional hearing of TikTok's CEO Chew Shou Zi was a setup.
The verdict of 'sell TikTok else ban it' has already been predetermined.
The hearing seemed to serve as a platform to voice concerns about TikTok's alleged ties to the Chinese government, rather than a genuine effort to engage in a business discussion.
It is about politics, not business, and TikTok is the scapegoat.
Some may argue that the US ban on...
The verdict of 'sell TikTok else ban it' has already been predetermined.
The hearing seemed to serve as a platform to voice concerns about TikTok's alleged ties to the Chinese government, rather than a genuine effort to engage in a business discussion.
It is about politics, not business, and TikTok is the scapegoat.
Some may argue that the US ban on...
From YouTube
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The US is holding its midterm election now. But we are not going to talk about politics. We are going to see the impact of midterms on the US stock market.
U.S. Bank did a study of 15 midterm elections in the past 60 years.
The statistics showed that the S&P 500 index underperformed for a year before the election.
The average 1-year return prior to November of a midterm year was -1%. However, the return averaged 11.2% if it was a non-midterm y...
U.S. Bank did a study of 15 midterm elections in the past 60 years.
The statistics showed that the S&P 500 index underperformed for a year before the election.
The average 1-year return prior to November of a midterm year was -1%. However, the return averaged 11.2% if it was a non-midterm y...
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S&P 500 was up 2.6% yesterday, giving some respite to investors after making a new low in 2022 last Friday.
But Tesla, being the fourth largest component in S&P 500, was down 8.6%.
The chief reason could be due to the poorer than expected vehicle deliveries.
Tesla reported 343,000 deliveries in 3Q2022 which missed analysts’ expectations of 364,660 vehicles delivered by 6%.
This is still 42% higher than the 241,300 units in 3Q last year.
Here were the deliv...
But Tesla, being the fourth largest component in S&P 500, was down 8.6%.
The chief reason could be due to the poorer than expected vehicle deliveries.
Tesla reported 343,000 deliveries in 3Q2022 which missed analysts’ expectations of 364,660 vehicles delivered by 6%.
This is still 42% higher than the 241,300 units in 3Q last year.
Here were the deliv...
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