倪大爷的养老钱
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$LVMH Moet Hennessy Louis Vuitton (LVMUY.US)$ 巨头LV的股价下跌，因为它必须面对现实，人们贫困更甚，失业增加，对一只价值5000美元的包包不那么愿意购买
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倪大爷的养老钱
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倪大爷的养老钱
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$超微电脑 (SMCI.US)$ 大家回看一下一周前的评论，几乎都是建议抛售，再不卖就晚了，这个票肯定delist，etc。别人恐惧我…我贪婪。既然选择了，就坚持下去。我的分析：1.smci的客户和订单是真实存在的 2.大的机构并未集体抛售 3. AI发展迅速，逆水行舟不进则退，something or nothing ,相信smci烂，但不至于烂到如评论区所说。
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倪大爷的养老钱
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$阿斯麦 (ASML.US)$ 告诉大家，昨天的飙升是过度反应！管理层的2030年预测如何准确，考虑到在这段时间内可能影响营业收入的许多因素。
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