$Tesla(TSLA.US$ Tesla will have huge upside this year due to the tech release, same as amazon, the main reason for amzon with this high valuation is because the AWS not the e-commerice, same concept as Tesla. You know what I'm saying
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$NVIDIA(NVDA.US$ The earnings guidelines are all pretty good, but yesterday the price was in a double beat, and sideways trading was the best result. The macro environment was not very favorable until mid-March. Short-term bullish
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$NVIDIA(NVDA.US$ meta 直接从 nvda 采购了760 台 DGX 通用训练系统,包括6080 块 Ampere架构 Tesla A100 Tensor 核心GPU。储蓄方面, Meta采购了共计231PB的闪存阵列,模块和容量, meta这样的新超算集群将成为nvda DGX A100 目前最大的部署集群
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$Amazon(AMZN.US$ 去掉一次性的rivian的收益,这份财报平平,不足以抵掉现在宏观环境的恐慌,谨慎追高
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$Meta Platforms(FB.US$ The slowdown in growth allowed FB to enter the value range for the first time. For me, FB's fundamentals have changed. The transformation investment in the metaverse is huge and calculated over the years. Now it seems very likely that it will be surpassed by competitors. If you look at value stocks, it is reasonable for a price-earnings ratio of less than 15
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$NIO Inc(NIO.US$ 下跌因为周五非农就业数据好于预期,和周二的数据背道而驰,今天纳斯达克都受到不同程度的影响
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$NVIDIA(NVDA.US$ Nvidia's acquisition of ARM itself involved national security issues, and I never thought it would be successful, but of course success is the best
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$DiDi Global (Delisted)(DIDI.US$ Buying for 8 yuan. Two situations. If the situation is optimistic, fines plus individual lawsuits will come to an end, and stock prices will rise somewhat. Another type was directly delisted, and Didi fell into OTC market transactions. After a long period of turmoil, it has a market value of 50 billion dollars. The probability of being shot directly to death is not high
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$NVIDIA(NVDA.US$ Nvidia will cause an AI technology reform, and its cloud computing and gaming sectors will also grow rapidly. It makes sense that the price is so high; forward PE is reasonable
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$NIO Inc(NIO.US$ As soon as NIO fell, all kinds of bearish theories began; as soon as NIO rose, all kinds of bullish theories began. At the end of the day, they still use current stock prices to measure whether this company is good or not. Take a look at the macro data. Under high inflation, the pressure on growth stocks definitely has nothing to do with the company's fundamentals; holding on for a long time and increasing positions is a good method. Mastercard and Visa are good choices to deal with this situation
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