yungk
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$NVIDIA(NVDA.US$ it’s a premarket bulltrap. what do yo think?
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yungk
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$Advanced Micro Devices(AMD.US$ so AMD has sold off to the levels of December of last year it's wiped out all gains. the question you have to ask yourself are the valuations of AMD today higher or lower than back in December? the only reason why AMD tanked last quarter is because the guidance was for 4 billion and not higher than the highest whisper number of 6 billion that's it. so you're going to tell me that a logical prudent investor is going to discard the next 10 years of transformative a...
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yungk
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$NVIDIA(NVDA.US$ Biden quit, all Asia market crash
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yungk
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$Taiwan Semiconductor(TSM.US$ Fuck donald trump
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yungk
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$Taiwan Semiconductor(TSM.US$
With so much good news, why can't we push the stock price higher...
With so much good news, why can't we push the stock price higher...
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yungk
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$Baidu(BIDU.US$
Baidu, a garbage company, has been garbage for so many years, and this time it has finally done something meaningful. To develop science and technology, you must dare to be the first and do what others are afraid to do. If you succeed, you are a well-deserved hero; if you fail, you will at least be remembered as a martyr
In the short term, the stock price will at least make up for the above gap and rise to around 109. Then there may be a pullback due to some negative news. For example, someone deliberately vandalized a car, or hit someone seriously or even more seriously (probably a pedestrian violates traffic rules). As long as it's not a radish that violates traffic regulations, it's a short-term disadvantage and long-term benefit.
As for the fact that many people are underestimating the Chinese economy, what can you say? As the saying goes, a skinny camel is bigger than a horse. Baidu is compared to Google in China, yet Baidu's market capitalization is less than 20% of Maotai's. May I ask which traditional industry in the US can match $Alphabet-C(GOOG.US$ What about market value? If one day, the market value of technology companies like Baidu can exceed the sum of the market value of tobacco and alcohol companies whose waste causes cancer, then I will acknowledge that China has officially become a science and technology powerhouse.
We have already entered the 21st century. Developing technology and improving productivity is the only truth.
Baidu, a garbage company, has been garbage for so many years, and this time it has finally done something meaningful. To develop science and technology, you must dare to be the first and do what others are afraid to do. If you succeed, you are a well-deserved hero; if you fail, you will at least be remembered as a martyr
In the short term, the stock price will at least make up for the above gap and rise to around 109. Then there may be a pullback due to some negative news. For example, someone deliberately vandalized a car, or hit someone seriously or even more seriously (probably a pedestrian violates traffic rules). As long as it's not a radish that violates traffic regulations, it's a short-term disadvantage and long-term benefit.
As for the fact that many people are underestimating the Chinese economy, what can you say? As the saying goes, a skinny camel is bigger than a horse. Baidu is compared to Google in China, yet Baidu's market capitalization is less than 20% of Maotai's. May I ask which traditional industry in the US can match $Alphabet-C(GOOG.US$ What about market value? If one day, the market value of technology companies like Baidu can exceed the sum of the market value of tobacco and alcohol companies whose waste causes cancer, then I will acknowledge that China has officially become a science and technology powerhouse.
We have already entered the 21st century. Developing technology and improving productivity is the only truth.
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yungk
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Light Street Capital has outperformed every other hedge fund this first half of 2024
An incredible 54.6% YTD return
According to their recent filing they're long 21 positions but started a new position of $14M in puts on one company
Taiwan Semiconductor $Taiwan Semiconductor(TSM.US$ 🧐
An incredible 54.6% YTD return
According to their recent filing they're long 21 positions but started a new position of $14M in puts on one company
Taiwan Semiconductor $Taiwan Semiconductor(TSM.US$ 🧐
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yungk
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$Advanced Micro Devices(AMD.US$ Open tonight for a wave of shorting 😳
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