$英偉達 (NVDA.US)$ 這年頭還能有幾家公司有這種業績？預期也並不差。逢跌買入

$英偉達 (NVDA.US)$我只知道，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，那就是英偉達

$超微電腦 (SMCI.US)$ 控訴CEO，可惡的家伙

$超微電腦 (SMCI.US)$ 財務造假，大忌

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

$星展集團控股 (D05.SG)$
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...

$超微電腦 (SMCI.US)$午盤做空主力都還沒到，應該是崩了。。。

$星展集團控股 (D05.SG)$小心，carry trade只是半封閉的。

$英偉達 (NVDA.US)$ $納指100ETF-Invesco QQQ Trust (QQQ.US)$ $亞馬遜 (AMZN.US)$
日元套戥交易平倉進程僅完成50%左右
「日元套戥交易」平倉還要多久？高盛、摩根大通各執一詞

$超微電腦 (SMCI.US)$
「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.」
下一季預期並不差，這次整個科技回調後應該能回到650左右。現狀的forward pe只有18左右
將來五年AI都會是炒作的焦點，不然市場還能炒作什麼？EV？銀行股？元宇宙？AI現在連泡沫的邊都還沒到。AI現在是最有確定性的投資了，沒有之一。這是一個連全球政府都積極戰略投資的行業。