leap89 : A sharp rebound is expected, as these Small Cap stocks tend to surge significantly when there is a slight improvement in the Semiconductors Sector, raising suspicions of being meme stocks.

leap89 : Shopify still has performance support. After the reorganization of the Global Strategy layout, initial results have been seen. However, it is necessary to continue monitoring whether there are blind changes that may lead to future risks.

leap89 : Consumer in the USA has performed quite well in the last quarter, so the e-commerce section should also have good performance. As for Cloud Computing, at least the past two quarters have shown high growth, respecting the inertia. Let's see.

leap89 : Almost all analysts are optimistic about Netflix's analysis, at least no one has mentioned any performance growth bottlenecks, so the probability of performance guidance below expectations is very good. The stock price may fall on earnings day.

leap89 : I can only say that I basically agree with her point of view, but when it comes to the so-called Technology growth, she defaults to the idea that those inconspicuous companies are more likely to grow. This logic is debatable. I believe well-known large companies are actually more likely to achieve growth in Technology advancements.

leap89 : Currently, the yield of the 10-year US Treasury bonds is showing signs of rising. In addition, this is a period of power transition, and many news can easily lead to sudden speculation in funds, such as the interest rate speculation by the Bank of Japan, etc., so the opening on January 2nd is not optimistic.