ondina2000
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ondina2000
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$NVIDIA (NVDA.US)$ went from great to bad . so let see tmr what happen. hopefully is bear trap at closed
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The investment thesis has been "AI AI AI". While my portfolio benefited from $NVIDIA (NVDA.US)$ 's relentless rise to $3T, the position in $Arm Holdings (ARM.US)$ has yielded an even greater %return. This is surprising, as I don't think ARM's business model justifies the exponential growth that is being priced in. Likely to be trimming this position later on before earning to avoid risk.
This brings us to future projection 👀 As the interest rate goes down, presidential ele...
This brings us to future projection 👀 As the interest rate goes down, presidential ele...
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ondina2000
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$NVIDIA (NVDA.US)$ Should close around $970 this week.
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ondina2000
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$NVIDIA (NVDA.US)$ turning green get ready for pump to 890
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ondina2000
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For me the answer would be: semiconductor and hardware. I think the industry has basically passed the bottom of the valley. The short-term focus is AI, Storage chips, and PC semiconductors. However, in the short term, if the stock prices of the sector are to further rise, there needs to be more unexpected performance realization.
$Applied Materials (AMAT.US)$ $Qualcomm (QCOM.US)$ $ASML Holding (ASML.US)$
We can also take a look at the supply and demand structure: (which is a...
$Applied Materials (AMAT.US)$ $Qualcomm (QCOM.US)$ $ASML Holding (ASML.US)$
We can also take a look at the supply and demand structure: (which is a...
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ondina2000
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