倪大爷的养老钱
讚了
$LVMH Moet Hennessy Louis Vuitton (LVMUY.US)$ 而巨人LV下跌，因為他必須面對現實，人們更加貧困、失業率更高，並且不願意以5000美元的價格買包。
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倪大爷的养老钱
讚了
倪大爷的养老钱
讚了
倪大爷的养老钱
讚了
$超微電腦 (SMCI.US)$ 大家回看一下一週前的評論，幾乎都是建議拋售，再不賣就晚了，這個票肯定delist，etc。別人恐懼我…我貪婪。既然選擇了，就堅持下去。我的分析：1.smci的客戶和訂單是真實存在的 2.大的機構並未集體拋售 3. AI發展迅速，逆水行舟不進則退，something or nothing ,相信smci爛，但不至於爛到如評論區所說。
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8
倪大爷的养老钱
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$阿斯麥 (ASML.US)$ 告訴大家昨天的暴漲是一個反應過度！在那麼多可能影響營業收入的因素之間，管理層的2030年預測如何能準確。
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