$英伟达 (NVDA.US)$ 这年头还能有几家公司有这种财报？预期也并不差。逢跌买入

$英伟达 (NVDA.US)$我唯一知道这一点，如果在接下来的10年里只有一家公司能从人工智能中赚钱，那一定是英伟达

$超微电脑 (SMCI.US)$ 起诉CEO，可恶的家伙

$超微电脑 (SMCI.US)$ 财务造假，大忌

$星展集团控股 (D05.SG)$ DBS MACD golden cross signal on daily chart, time to load

$星展集团控股 (D05.SG)$
Share price is more corelated to expectation for future than past earnings. but I think DBS is well poisted to deal with the uncertainties near term, how to transit from higher interest rate profitibility => lower interest rate but more loans issued is the key to play out strongly in the next 3-6 months.
After the earnings, I have more confidence in DBS shares, but there’s still concerns from the US economy. Singapore is an export-oriented economy, it is strongly cor...

$超微电脑 (SMCI.US)$午盘做空主力都还没到，应该是崩了。。。

$星展集团控股 (D05.SG)$be careful, the carry trade is just half closed

$英伟达 (NVDA.US)$ $纳指100ETF-Invesco QQQ Trust (QQQ.US)$ $亚马逊 (AMZN.US)$
日元套利交易平仓进程仅完成50%左右
“日元套利交易”平仓还要多久？高盛、摩根大通各执一词

$超微电脑 (SMCI.US)$
“Outlook: Super Micro expects first-quarter revenue to be in the range of $6 billion to $7 billion versus estimates of $5.3 billion. The company anticipates first-quarter adjusted earnings of $6.69 to $8.27 per share.”
下一季预期并不差，这次整个科技回调后应该能回到650左右。现状的forward pe只有18左右
将来五年AI都会是炒作的焦点，不然市场还能炒作什么？EV？银行股？元宇宙？AI现在连泡沫的边都还没到。AI现在是最有确定性的投资了，没有之一。这是一个连全球政府都积极战略投资的行业。