$Advanced Micro Devices (AMD.US)$ 105 meeting
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$Advanced Micro Devices (AMD.US)$ Breaking the position just met 105.
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GoGoGoUSA
commented on
$SoFi Technologies (SOFI.US)$ All bulls are quiet and we could smell it..... Shorties will slump it to below 14 by this friday....
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$Advanced Micro Devices (AMD.US)$ Further information shows that the US government is discussing specific country quotas for the export of AI chips from NVIDIA and AMD. This move may impact some countries in the Middle East, Africa, and Asia, where the demand for AI technology is rising. In addition to existing bans against China, these new restrictions aim to prevent technology from being misused.
Furthermore, the approval speed for US export licenses has significantly slowed down, especially for high-demand customers in the Middle East. Under the new regulatory framework, the US government may facilitate some AI chip exports by pre-approving security commitments from specific customers and countries.
If the restrictions further expand, it could weaken market share for businesses and have a long-term impact on the US's dominant position in global AI technology. The US hopes to influence other countries' strategic decisions in technology by using AI chip exports as leverage. This includes demanding certain countries reduce their ties with China to access US technology.
Furthermore, the approval speed for US export licenses has significantly slowed down, especially for high-demand customers in the Middle East. Under the new regulatory framework, the US government may facilitate some AI chip exports by pre-approving security commitments from specific customers and countries.
If the restrictions further expand, it could weaken market share for businesses and have a long-term impact on the US's dominant position in global AI technology. The US hopes to influence other countries' strategic decisions in technology by using AI chip exports as leverage. This includes demanding certain countries reduce their ties with China to access US technology.
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GoGoGoUSA
reacted to and commented on
$Advanced Micro Devices (AMD.US)$
Forward PE ratio of 28.3 times, value trading at 145-195, with a median of 170. Growth rate +48%.
Building up positions below, even next year it will still be undervalued. Even if the future valuation is lowered, there is still some room for adjustment, which can achieve a mean reversion next year. This is my opinion.
134-142 Resistance
118-126 Support
Support at 105-113.
Forward PE ratio of 28.3 times, value trading at 145-195, with a median of 170. Growth rate +48%.
Building up positions below, even next year it will still be undervalued. Even if the future valuation is lowered, there is still some room for adjustment, which can achieve a mean reversion next year. This is my opinion.
134-142 Resistance
118-126 Support
Support at 105-113.
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GoGoGoUSA
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$iShares Russell 2000 ETF (IWM.US)$ The current price is 234.68, the market's expectation of a rate cut is gradually weakening, and if IWM, highly correlated with the rate cut expectation, falls below 234, the short-term upward momentum may significantly decline. It is expected to enter a range of 216-239 for consolidation later on. If it further breaks below 216, it will confirm the entry into a bearish trend, requiring high vigilance. Based on this, I plan to implement a phased divestment operation to avoid risks.
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GoGoGoUSA
commented on
$Advanced Micro Devices (AMD.US)$ All rebounds are opportunities for you to add empty, vegetables.
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$Advanced Micro Devices (AMD.US)$ Currently, the position has been opened with a total position of 3%, and the opening price is 128.
If the price retraces to the 115-125 Range and a clear support signal appears, an additional 1% will be added to the position.
If it further drops to the 105-113 Range, there is a plan to add 3% to the position. Subsequently, the strategy will be flexibly adjusted according to market trends.
If the price retraces to the 115-125 Range and a clear support signal appears, an additional 1% will be added to the position.
If it further drops to the 105-113 Range, there is a plan to add 3% to the position. Subsequently, the strategy will be flexibly adjusted according to market trends.
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$Alphabet-C (GOOG.US)$
The latest release of the Willow quantum chip is indeed impressive, I will appropriately increase my position at the current price and remain bullish for the long term.
The current price of 186 is still in a reasonable range.
The EPS forecast for the 24th fiscal year is 7.97, corresponding to a reasonable trading range of 175-287, with a median of 231. The EPS forecast for the 25th year is 8.89 dollars, expanding the reasonable trading range to 195-320 dollars, with a median of 258. The current stock price is still at the lower end of the 24 value range.
As for legal and regulatory risks, from the perspective of earnings reports and business, I believe its actual profit impact is limited (at least for the 25th fiscal year). On the contrary, it is the advancement of this cutting-edge technology that highlights its long-term investment value even more. For me, it is one of the stocks with the most endurance for the 25th year.
The latest release of the Willow quantum chip is indeed impressive, I will appropriately increase my position at the current price and remain bullish for the long term.
The current price of 186 is still in a reasonable range.
The EPS forecast for the 24th fiscal year is 7.97, corresponding to a reasonable trading range of 175-287, with a median of 231. The EPS forecast for the 25th year is 8.89 dollars, expanding the reasonable trading range to 195-320 dollars, with a median of 258. The current stock price is still at the lower end of the 24 value range.
As for legal and regulatory risks, from the perspective of earnings reports and business, I believe its actual profit impact is limited (at least for the 25th fiscal year). On the contrary, it is the advancement of this cutting-edge technology that highlights its long-term investment value even more. For me, it is one of the stocks with the most endurance for the 25th year.
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$Berkshire Hathaway-B (BRK.B.US)$The current price is 463.6, in a strong support range of 451-465.
Growth rate +12% in 2024, +2% in 2025, almost no growth in 2025, this is a risk.
Valuation running in the range of 389-645 in 2025. My holding position cost is 435.5, accounting for 5% of total positions. If it runs to the lower limit of valuation 389-421, considering adding 2%.
Growth rate +12% in 2024, +2% in 2025, almost no growth in 2025, this is a risk.
Valuation running in the range of 389-645 in 2025. My holding position cost is 435.5, accounting for 5% of total positions. If it runs to the lower limit of valuation 389-421, considering adding 2%.
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