$Tesla (TSLA.US)$ If buy, you must be prepared to hold. If not don’t buy. It is best not to leave open position over the weekend.

$NVIDIA (NVDA.US)$ Sometimes when I think things will be very bad, the reality is not so bad. Do you all have this feeling? At this time, should we persist in eliminating the bad thoughts or do nothing?

$NVIDIA (NVDA.US)$
$Advanced Micro Devices (AMD.US)$
Apart from nvda, the earnings reports of the big players have been released. What are the most eye-catching words? Capital expenditures increase. What has increased? Ai chips.
So, at least this year is still stable.
Adding to that, Intel's chips, at least so far, basically nobody is buying them. Don't treat it as an ai chip stock.

$Tesla (TSLA.US)$
Added some more at 210.
Previously, AMD was my largest holding position. After adjusting the positions, AMD and NVDA each hold half of my positions, and currently TSLA has become my largest holding position.
Next adding position: 200

$Tesla (TSLA.US)$Bought at 219 the day before yesterday, sold at 232 yesterday, and added to the warehouse at 216 today to await further development. My normal price range is 200-212, no rush.

$Advanced Micro Devices (AMD.US)$
Shaking between two gaps, allowing for sufficient turnover of chips. If the economy does not decline, it will accumulate strength for an upward trend. The 170 gap above and the vicinity of 185 are strong resistance levels. After breaking through, look for new highs. Currently, it is my largest position.
$Tesla (TSLA.US)$
TSLA has been following the first scenario that I previously deduced (quickly rising near 260 and then rapidly plummeting, trapping those who chased the high, followed by a long period of volatility and reshuffling). This is the scenario that I dislike the most, but unfortunately, it has also occurred. As with AMD, as long as the economy does not decline, there is unlimited potential after breaking through 270. Currently, it is my second largest position.

$Tesla (TSLA.US)$ It's not easy to predict the ups and downs, so it's better not to gamble on financial reports. Just wait for the financial report to come out before taking any action.

$Advanced Micro Devices (AMD.US)$ Bought some at 151, reason: fell near MA200.
$Tesla (TSLA.US)$ Bought some at 237, reason: I added positions around 235 as planned.
I didn't buy much. Buy in batches, then drop and buy again.
They sold some small plates of garbage, and after two days, profits went back up, and some even lost some money. It was really uninteresting. However, I didn't expect this garbage to make any money; I just played around, and the positions were very small. You still have to play the big market to trade stocks. Unless there is another zero-interest rate spill, the chances are minimal.

$Advanced Micro Devices (AMD.US)$
Yesterday, there was a gap-down opening, and the stock plummeted all the way, forming a bearish candlestick pattern with a long lower shadow. There was no opportunity to jump ship, and it crashed directly.
The previous upward trend no longer exists. Currently, I believe that it will consolidate around 162 as the center, with a high probability of trading between 155 and 170. This is an estimate, not very accurate, but that's the general idea. The consolidation trend is likely to continue until the financial report, and then a new direction will be chosen.
Of course, after the financial report, there may continue to be consolidation, for example, if the performance meets expectations but the stock price has already fallen in advance, so consolidation continues. However, the 200-day moving average is approaching this level from below, which will provide more support.
Although the price of this consolidation is not cheap, it is not considered expensive either. It still depends on the performance and forward guidance to determine the subsequent trend.
My choice is to primarily observe. If it reaches around 170, I may consider reallocating to other stocks if there are better opportunities.
As for Biden's so-called export ban, I think it's just a panic sentiment. If people can sneak across borders, let alone a chip? Unless a chip is like software, where it must be connected to the internet and logged in with an account to be used, that's another story. But I think that's unlikely.
If this round of selling intensifies, I will see it as an opportunity to bottom fish for ai chips.

$Tesla (TSLA.US)$
$NVIDIA (NVDA.US)$
It was fine in the morning, why did it suddenly drop? Large cap stocks are being collectively sold off.
Perfect, if it drops further to around 230, I'm ready to start adding positions in Tesla.
As for NVDA, I only bought back a little after clearing the position earlier and currently do not have any plans to add to it.
$Advanced Micro Devices (AMD.US)$ It's not considered a large cap stock, but it's also been dragged into the market downturn. I plan to hold off and observe for now, after all it hasn't fallen to the stop-loss level. If it falls below the critical level, it won't be too late to stop the loss, and then I can consider switching to TSLA.
The market logic may be about to undergo a significant change. Negative economic news is no longer bullish for the stock market, instead it's causing concerns about recession. If that's the case, the bond market will return to a bull market.
To speak of recession, the impact on AI chips should be limited. After all, the main investments in AI chips are two types of companies, the cash-rich tech giants, and the startups that actually benefit during a recession (because employees won't easily switch jobs, and a big round of funding is on the way).
Is it time for the classic stock/bond 6/4 combination to make a comeback?