$英伟达 (NVDA.US)$ 问问自己这个问题。 市场是向前看还是向后看的？ 市场的价格是向前还是向后？ 如果一...

夜轻歌 : Exactly

Bear with Me : Good luck to you.

Ginvest : I did not print out this comment, but wrote down your soul question of comparing a stock’s potential vs SP500. This can judge if a stock worth for long term holding. Wonder if there is other companies like NVDA, with growth and total supply side control? PLTR? TSMC?
（p.s. read your comment, I can see your enthusiasm to the trading, not just $, you truly enjoy the daily challenges 🫡)

10baggerbamm 楼主 Ginvest : palantir certainly is executing very well, and I believe for somebody that has an aggressive disposition for investing that it should be within their portfolio. I think it's very realistic that we will see the old all time highs of palantir retested in this coming year. because they are also a stock in a market and they are within the AI category there is clearly risk to the downside and I touched on it under palantir you can read it where I think a sell-off would put the stock near term. and that's where it should be accumulated.
TSM, I'm very concerned about I touched on it on other forums last year and earlier this year on this forum.
TSM, and the risk that's associated with China will be assuaged when Trump wins election. Trump will stabilize the world (detente) and will create an equilibrium between China and Taiwan again for at least 4 years. so pray for Trump and when he wins , taking a position in TSM will be very profitable during his term as president. if Harris wins it is far more risky because she has no ability as a vice president to do the right thing w/ foreign policy let alone domestic.  China will more than likely have a direct conflict with Taiwan during her term as president in which case TSM stock will be cut in half if not more.

peace through strength.it works! leaders around the world respect Trump this approach of peace through strength worked back with Hadrian in Rome with George Washington, Ronald Reagan and works with Trump.

Ginvest 10baggerbamm 楼主 : Thank you for the comments. Any other companies in your instant thoughts?

10baggerbamm 楼主 Ginvest : I follow a lot of companies and let's be realistic we're in a difficult period of time frame I think there's more potential issues with the election then there is a month of September. that being said I think it's important to always keep cash on the sidelines I'm never 100% invested because you don't know what's going to happen and the difference of policies between the current administration and Trump will change the market dynamics immensely. if Harris wins you will see oil go through the roof you will see the price of oil go into the mid-90s in 2025 and people will be calling for $125 oil again and this is because everything that they have done is they're green agenda at the expense of oil production in the United States. with high oil prices you get inflation which means that's going to derail the feds cutting interest rate plan which everybody is anticipating right now.

10baggerbamm 楼主 Ginvest : pt 2
that changes the whole dynamics of what to invest in. technology companies have the ability to circumvent problems like an election between two opposing parties far better than the average company. however you see what happens with tech stocks they get smacked hard on the way down because they are shorted by hedge funds you get all these bobbleheads on TV and cockroaches on this forum that have nothing better to do than to post a thousand times a day useless information because they have one put and they think they can influence the movement of the stock price by posting bullshit. so I'm here I post what I'm doing when I'm right you're making money when I'm wrong I admit it. remember I hate adding chemicals but for me I like tech. I have a huge position in drn which is a real estate investment trust that's leveraged I'm going to be taking a very large position in oil ETFs depending upon who wins and all of this is posted. so if you want to read what I wrote have at it if you want to follow me fine if you don't that's fine too. if you have questions ask I will give you my honest to God opinion and if I don't know I'm going to tell you.