HUANG AI : trade wars on the horizon, no thanks MAGA

韭菜变主力 : No, people are just waiting for the right valuation, like 5-10% cheaper. They are rotating like crazy. Presently they all crowded in software like IGV.

韭菜变主力 : Honstly, I think Semi stocks are still expensive. Semi equipement names like $Lam Research (LRCX.US)$  is cheap enough with extremely attractive FCF, but it has substantial revenue (>30%) from China, which might be subjected to further export control.

xiaoswee : mainly due to pc sales recovery slowdown, thankfully got ai demand to cushion the softness. Looking long term, by 2025 the recovery should accelerate, now is best opportunity for bargain hunting. AVGO and MRVL should less affected as their businesses r quite diversified, MU might get hit by the slowing pc revenue. Been trading options w the semi cons, v lucrative premiums

MapleVX : Welcome to AMD! You will get use to it. Good news fall, bad news fall even lower.

Jazzit : Black Friday sale

70195760 : MACD daily K is almost turning green. Just need to give it a few days to confirm.

韭菜变主力 : I saw a few sustained bullish wedge formation in semi stocks.

pootpoot OP 韭菜变主力 : i cant wait for the bulltrap on friday and coming week

韭菜变主力 pootpoot OP : Buy the dip and dump when it rebounds, until getting the price you want. The index is not giving opportunity to buy cheap.

努力跟上包小姐步伐 : long term investment is definitely the best, but for trading, better wait for confirmation.. right now semicon is not good