$Tesla (TSLA.US)$Although the expectations for interest rate cuts have already been digested, a bigger collapse may still come after today's meeting. Unless the Federal Reserve compromises, but this is a very low probability event.

$NVIDIA (NVDA.US)$ With the conference approaching, maintain a bullish stance. NVIDIA has taken on undue criticism since the Earnings Reports.

$PDD Holdings (PDD.US)$ Why didn't the news of Trump imposing an additional 10% tariff on China affect the stock price of PDD? As far as I know, Canada and Mexico will be subject to tariffs starting on February first, and tariffs on China are also being formulated.

$Tesla (TSLA.US)$After the Earnings Reports, it is unlikely to plummet, with a higher probability of slight increase and a low probability of a surge. This is because the guidance won't be too poor, but there is a lack of star perspectives. A surge would allow too many people to make money, especially retail investors. The probability of a surge depends on whether Wall Street sees and generates a reinterpretation of the AI narrative in its Earnings Reports. Buying Call Options supports this viewpoint.
$Meta Platforms (META.US)$ It may rise, because Meta is one of the core companies in the Metaverse, and Wall Street needs to boost confidence in the AI narrative. I bought Call Options for Meta and NVDA to support this viewpoint.

$NVDA 250131 116.00P$
Although the earnings of ASML Holding have affected NVIDIA, overall, the impact of deepseek on NVIDIA is profound. Yesterday's sharp rise was an expected rebound. From the perspective of AI development logic, NVIDIA is likely to plateau after a slight oscillation increase, and then decline again. I believe that the Bullish impact of ASML Holding on NVIDIA will not be particularly significant. Today, it may open up by two to four percent, but will soon show a downward trend. I am buying puts to defend my point of view.