$阿斯麦 (ASML.US)$ 被那两个拉下来了

$英伟达 (NVDA.US)$ 从好到糟糕了。让我们看看明天会发生什么。希望今天是个熊陷阱。

The investment thesis has been "AI AI AI". While my portfolio benefited from $英伟达 (NVDA.US)$ 's relentless rise to $3T, the position in $Arm Holdings (ARM.US)$ has yielded an even greater %return. This is surprising, as I don't think ARM's business model justifies the exponential growth that is being priced in. Likely to be trimming this position later on before earning to avoid risk.
This brings us to future projection 👀 As the interest rate goes down, presidential ele...

$英伟达 (NVDA.US)$ Should close around $970 this week.

$英伟达 (NVDA.US)$ 变绿准备好将泵送到 890

For me the answer would be: semiconductor and hardware. I think the industry has basically passed the bottom of the valley. The short-term focus is AI, Storage chips, and PC semiconductors. However, in the short term, if the stock prices of the sector are to further rise, there needs to be more unexpected performance realization.
$应用材料 (AMAT.US)$ $高通 (QCOM.US)$ $阿斯麦 (ASML.US)$
We can also take a look at the supply and demand structure: (which is a...

$C3.ai (AI.US)$ it will sky rocket tomorrow