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$Advanced Micro Devices (AMD.US)$
Although I was lucky to sell half of my positions before the sharp drop in AMD, it is still my largest holding. And I added some around 150. So I still feel very anxious.
The main focus of the financial report is on the outlook, how much is the growth rate of the ai chip market, and whether amd can quickly grab more market share. As the second in the high-performance computing sector, amd is indeed lagging behind quite a bit this time. Nvidia has a market share of over 90%, while amd is still below 5% (as for Intel, it belongs to 'other' and can be ignored). The market share of the second in the industry should account for at least 10% to be reasonable. So amd still needs to make efforts.
As for $NVIDIA (NVDA.US)$ Now it's starting to make up for the decline. I bought some at 110 before, and now I'm in a bit of a loss, but the position is small, so it doesn't matter. If amd's financial report is not good, Nvidia may really see two-digit prices. That's two words: very tasty. I will definitely buy back some.
There are too many major events this week, but regardless of whether there is an economic slowdown, when the Fed will cut interest rates, at least for now, the ai chip sector doesn't seem to have any major problems. If there are issues, other industries are likely to suffer more. For example, the consumer sector has already collapsed, even P&G is struggling to sustain (see the following stocks, all plummeted to what extent: $Nike (NKE.US)$ , $Lululemon Athletica (LULU.US)$ ,......
Although I was lucky to sell half of my positions before the sharp drop in AMD, it is still my largest holding. And I added some around 150. So I still feel very anxious.
The main focus of the financial report is on the outlook, how much is the growth rate of the ai chip market, and whether amd can quickly grab more market share. As the second in the high-performance computing sector, amd is indeed lagging behind quite a bit this time. Nvidia has a market share of over 90%, while amd is still below 5% (as for Intel, it belongs to 'other' and can be ignored). The market share of the second in the industry should account for at least 10% to be reasonable. So amd still needs to make efforts.
As for $NVIDIA (NVDA.US)$ Now it's starting to make up for the decline. I bought some at 110 before, and now I'm in a bit of a loss, but the position is small, so it doesn't matter. If amd's financial report is not good, Nvidia may really see two-digit prices. That's two words: very tasty. I will definitely buy back some.
There are too many major events this week, but regardless of whether there is an economic slowdown, when the Fed will cut interest rates, at least for now, the ai chip sector doesn't seem to have any major problems. If there are issues, other industries are likely to suffer more. For example, the consumer sector has already collapsed, even P&G is struggling to sustain (see the following stocks, all plummeted to what extent: $Nike (NKE.US)$ , $Lululemon Athletica (LULU.US)$ ,......
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$Tesla (TSLA.US)$ Does Tesla hold Bitcoin? Is it considered bullish?
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JUNMOB
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JUNMOB
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$Tesla (TSLA.US)$
It was announced to the market that Tesla's stock price destroyed the ground and conquered 220.800. Tesla's main upward trend began; conquerGreen long-term backpressure lineThis triggered additional scrambling from conservative strategic investors and once again interpreting the strong market. Tesla's stock price will challenge Tesla's historical high of 414.49 after the split, and intermittently set the highest price in history.
Tesla's energy storage business; Tesla's shape robots; Tesla autonomous driving (including Robot Taxis), and three-way revenue bookkeeping of the troika form a strong internal driving force for Tesla's main upward wave.
Technical side: 1. Daily line - Head and shoulder technical pattern. Of all technical forms, this is the most likely, let alone at the bottom. 2. On the daily chart, weekly chart, monthly chart, and quarterly chart, the technical indicator KD function curves all show a bullish buying signal. The daily KD function and function value overbought are strong standard configurations. Although the KD function curves of the weekly, monthly, and quarterly lines lag behind, it is precisely this kind of lag that has led to extremely high reliability after the gold fork -- rising.
Overbought, high price-earnings ratio, and preemption are all standard for strong markets. The overbought problem will be partially repaired by an intraday pullback decline (including a pullback decline the next day), so profit...
It was announced to the market that Tesla's stock price destroyed the ground and conquered 220.800. Tesla's main upward trend began; conquerGreen long-term backpressure lineThis triggered additional scrambling from conservative strategic investors and once again interpreting the strong market. Tesla's stock price will challenge Tesla's historical high of 414.49 after the split, and intermittently set the highest price in history.
Tesla's energy storage business; Tesla's shape robots; Tesla autonomous driving (including Robot Taxis), and three-way revenue bookkeeping of the troika form a strong internal driving force for Tesla's main upward wave.
Technical side: 1. Daily line - Head and shoulder technical pattern. Of all technical forms, this is the most likely, let alone at the bottom. 2. On the daily chart, weekly chart, monthly chart, and quarterly chart, the technical indicator KD function curves all show a bullish buying signal. The daily KD function and function value overbought are strong standard configurations. Although the KD function curves of the weekly, monthly, and quarterly lines lag behind, it is precisely this kind of lag that has led to extremely high reliability after the gold fork -- rising.
Overbought, high price-earnings ratio, and preemption are all standard for strong markets. The overbought problem will be partially repaired by an intraday pullback decline (including a pullback decline the next day), so profit...
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