Stitch-fu
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my last one
maybe, next week will be a good girl, company 杨过. he wait till his hair turn white ![]()
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for now, just enjoy and go for buffet tomorrow I hope ![]()
![last rendezvous??](https://sgsnsimg.moomoo.com/sns_client_feed/101856855/20250214/1739522247970-random3268-101856855-android-org.png/thumb?area=101&is_public=true)
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$FTSE Bursa Malaysia KLCI Index (.KLSE.MY)$ had a decent breakout back towards the 1603 points region with an overall positive market sentiment. Overall daily trading volume also saw an improvement as we hovered back towards the 3.15 billion mark.
Main stocks that showed strong buying momentum would be the likes of MYEG, RGB, PBBANK, YTL, INARI, YTLPOWR, YBS, SUPERMX, SRIDGE, SET, RL, SIMEPROP, and MAYBANK. All of which were able to sustain their ralli...
Main stocks that showed strong buying momentum would be the likes of MYEG, RGB, PBBANK, YTL, INARI, YTLPOWR, YBS, SUPERMX, SRIDGE, SET, RL, SIMEPROP, and MAYBANK. All of which were able to sustain their ralli...
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$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$ we are at a crossroads
this 10-year treasury is sitting at the intersection of the 20-day moving average
if it trades above it the market's rolling over because within a day of it happening all of the bobbleheads will be on TV saying well the 10-year treasury is selling off are we going to see 4.80 again remember what happened to the market are we going to see 5% in the treasury marketplace that's risk off people are going to leave the stock market...
this 10-year treasury is sitting at the intersection of the 20-day moving average
if it trades above it the market's rolling over because within a day of it happening all of the bobbleheads will be on TV saying well the 10-year treasury is selling off are we going to see 4.80 again remember what happened to the market are we going to see 5% in the treasury marketplace that's risk off people are going to leave the stock market...
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/73757806/20250212/1739364737849-random891-73757806-android-compress.png/thumb?area=100&is_public=true)
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$Cardano (ADA.CC)$ I also Walmart holders invest 2yrs. wow see news Walmart and Cardano link in future projects maybe. no wonder my Walmart up $102.
![Picture](https://sgsnsimg.moomoo.com/sns_client_feed/102374967/20250211/1739286715132-random6706-102374967-android-compress.jpg/thumb?area=101&is_public=true)
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$NVIDIA (NVDA.US)$
The most important Earnings Reports this week will be Apple, Microsoft, Amazon, Meta, and Amazon's 24th fiscal quarter has come to a close, mostly experiencing sideways trading or significant declines. Only Meta has shown strong momentum, benefiting from Wall Street investment banks' upward adjustment of consensus expectations. The update will be done after all reports are released, primarily due to the complex impact of the market selling off deepseek on NVIDIA. Combining information from various sources, here is a brief summary that I believe will be beneficial for this year's investments:
Apple, Microsoft, and Meta are essentially maintaining their AI infrastructure capital expenditure for the 25th fiscal year, with Google increasing its capital expenditure budget. Amazon did not specifically mention it, but in this quarter, with the slower growth in cloud computing for itself, Microsoft, and Google not meeting the expectations of selling analysts, the old track is no longer sustainable. Therefore, the new track of competition in AI infrastructure construction powered by computing power continues unchanged despite the disruption caused by deepseek. NVIDIA's high-end chips for the 25th fiscal year are still selling well, and NVIDIA will still be the main focus at the end of this month. The key points of concern are whether the full-year outlook for the 25th fiscal year will be revised downwards and whether the forward guidance for the 26th fiscal year will be adjusted.
Apple, Microsoft, Meta, and Amazon almost unanimously agree that despite the expanded capital expenditures in the 25th fiscal year, they will be reduced in the 26th fiscal year, shifting their procurement and R&D focus from AI computing chips to custom chips. The market consensus views this as Bearish for NVIDIA, so it is crucial whether NVIDIA's Earnings Reports at the end of this month will mention the transition to custom chip architecture.
特朗普...
The most important Earnings Reports this week will be Apple, Microsoft, Amazon, Meta, and Amazon's 24th fiscal quarter has come to a close, mostly experiencing sideways trading or significant declines. Only Meta has shown strong momentum, benefiting from Wall Street investment banks' upward adjustment of consensus expectations. The update will be done after all reports are released, primarily due to the complex impact of the market selling off deepseek on NVIDIA. Combining information from various sources, here is a brief summary that I believe will be beneficial for this year's investments:
Apple, Microsoft, and Meta are essentially maintaining their AI infrastructure capital expenditure for the 25th fiscal year, with Google increasing its capital expenditure budget. Amazon did not specifically mention it, but in this quarter, with the slower growth in cloud computing for itself, Microsoft, and Google not meeting the expectations of selling analysts, the old track is no longer sustainable. Therefore, the new track of competition in AI infrastructure construction powered by computing power continues unchanged despite the disruption caused by deepseek. NVIDIA's high-end chips for the 25th fiscal year are still selling well, and NVIDIA will still be the main focus at the end of this month. The key points of concern are whether the full-year outlook for the 25th fiscal year will be revised downwards and whether the forward guidance for the 26th fiscal year will be adjusted.
Apple, Microsoft, Meta, and Amazon almost unanimously agree that despite the expanded capital expenditures in the 25th fiscal year, they will be reduced in the 26th fiscal year, shifting their procurement and R&D focus from AI computing chips to custom chips. The market consensus views this as Bearish for NVIDIA, so it is crucial whether NVIDIA's Earnings Reports at the end of this month will mention the transition to custom chip architecture.
特朗普...
Translated
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