$SUPER MICRO COMPUTER INC(SMCI)$ Terrible boss, terrible company. Look at Luckin Coffee as a reference. So, with no intention of risking a complete loss, I’d suggest not buying.
$Tesla Motors(TSLA)$ The daily, weekly, and monthly K-line trends are all signaling the start of a major rally. Meanwhile, the shorts are still hoping for it to drop to 250, but rest assured, in a few days, we won’t see Tesla with a 2-handle anymore.
$SUPER MICRO COMPUTER INC(SMCI)$ Bridgewater's increased stake in SMCI isn't easy to understand – are they trying to bet on a rebound? Anyway, I’m not optimistic about this move.
$SUPER MICRO COMPUTER INC(SMCI)$ There's no need to overthink it. After such a big drop, does it really need a reason to go up a bit? I didn't buy it, but why should I have to question whether its rise is justified? Can’t it just be an oversold rebound? Can’t it be that it fell too much? Can’t it be that things aren’t as bad as we thought? Or that capital got some good news ahead of time that hasn't been announced yet? Does a stock have to only go up and never fall? Or, if it's going to fall, should it just keep falling?
$NVIDIA Corp(NVDA)$$Advanced Micro Devices(AMD)$$Taiwan Semiconductor Manufacturing(TSM)$ NVIDIA, with its outstanding leadership and continuous innovation in the AI field, consistently captures the intense attention of investors. Although growth deceleration and market uncertainties persist, its immense long-term potential remains highly regarded by the market. Meanwhile, the market dynamics of TSMC and AMD are full of twists and turns, while Intel's strategic planning advances steadily under policy support. Together, these developments vividly depict the intense competition and deep coll
$Advanced Micro Devices(AMD)$ If prices move downward toward 125–130, the put-call ratio may continue to reach 0.7, with a possible low around 110. A return to around 145 may have to wait until new policies are introduced after Trump takes office.
$Advanced Micro Devices(AMD)$ Cathie Wood has once again added AMD to her portfolio. So, should we follow her lead or not? This year, AMD has performed quite well, but this aligns with last year’s expectations. From last year through March this year, AMD experienced a strong rally. However, since April, the stock has undergone a nine-month-long correction and is now approaching its yearly lows. Regarding Cathie Wood’s entry, the current price level is significantly low, with a forward price-to-earnings ratio of under 25. Without requiring exceptional growth, AMD has 30-40% upside potential, and given the AI boom's pace, its prospects for next year look even brighter, with up to 50% growth potential. With a
$Advanced Micro Devices(AMD)$ If this wave can fall to 112, it would be a great time to add positions. Unfortunately, personal positions are no longer sufficient to support any space for adding positions around 120. The market will slowly fluctuate upwards, and then take off around mid January when the financial report rebounds. The previous criticism of this stock was a joke because you are not cutting meat and the comment section is not creating panic. Institutions will continue to explore and grind downwards. I am heavily invested in AMD and currently have a significant cost loss of 137, with 40% of the bullets remaining. All other stocks have taken profits or closed their positions at cost, and AMD is i
$NVIDIA Corp(NVDA)$ Amazon is deploying 100,000 second-generation self-developed chips, challenging the industry's monopoly.Something AMD couldn't achieve, Amazon can do it so easily?
$Advanced Micro Devices(AMD)$ The daily and weekly charts show a pattern similar to the "Doji Star," with bad news gradually running out and good news gradually emerging.
$NVIDIA Corp(NVDA)$ Nvidia, as a growth stock, fundamentally hinges on the earnings per share (EPS) growth rate. An increase in EPS growth rate is the driving force that pulls valuation ahead of stock prices. Conversely, if the expected growth rate slows down in the future, even if it remains high growth, the valuation may also struggle to rise further and may even experience a valuation kill. After all, stock price changes ultimately equal the sum of "valuation" changes and "earnings per share" changes.For growth stocks, the most profitable phase occurs during the Davis Double Play period, when both valuation and EPS grow significantly. Financial reports indicate that Nvidia bottomed out in January 2023
$Semiconductor Manufacturing International Corporation(688981)$ Based on multiple technical indicators, SMIC currently faces strong resistance at 26.8. If it breaks through this level, the next target is around 28.8, while short-term key support lies at 24.4. If it falls below 24.4, the next support level will be 23.3.Some investors believe SMIC's recent capital increase is favorable for its stock price, suggesting holding the stock could be a viable strategy. For those optimistic about SMIC, consider bull contracts with a knock-out price below the support level of 24.4. For instance: - UBS Bull 54428: Knock-out price at 24, leverage of 8.61x. - UBS Bull 55471: Knock-out price at 24, leverage of 4.87x (slightly less aggressive).F
$NVIDIA Corp(NVDA)$$Micron Technology(MU)$$Intel(INTC)$ Trump's core agenda is "Make America Great Again," which prioritizes bringing American manufacturing back to the United States. Therefore, companies like Samsung and SK Hynix will also face negative impacts. However, corresponding solutions from American companies, such as storage from Micron Technology $Micron Technology(MU)$ , chip design and manufacturing from Intel $In