$SUPER MICRO COMPUTER INC(SMCI)$ 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.

$NVIDIA Corp(NVDA)$ Do you dare to impose sanctions?

$SMIC(00981)$ UBS has provided a benchmark list: Cambrian vs. Nvidia, Xiaomi vs. Tesla, SMIC vs. TSMCBTW SMIC and Nvidia cannot compare to SMIC, which is a low-level version of TSMC and a contract manufacturer

$SUPER MICRO COMPUTER INC(SMCI)$ 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?

$Micron Technology(MU)$ The collaboration between FuboTV and Disney is undoubtedly explosive news. According to the agreement, Disney will merge its Hulu+Live TV business with FuboTV and hold approximately 70% of the shares in the merged Fubo. In addition, FuboTV will also receive $220 million in cash from Disney, Fox, and Warner Bros. Exploration, which undoubtedly provides strong support for FuboTV's future development.

$NVIDIA(NVDA)$ In the increasingly competitive global semiconductor industry, as one of the world's most valuable semiconductor companies, Nvidia is actively engaged in the field of robotics technology, striving to break through the competitive bottleneck of its core AI chip business and explore new growth paths.Layout characteristics1. Launching a dedicated computing platform: Nvidia plans to launch the Jetson Thor next-generation compact computer for AI training of humanoid robots in the first half of 2025. This computer adopts a modular architecture and has been optimized in terms of performance, power consumption, and size. It is equipped with Nvidia Blackwell architecture GPU and has 8-bit floating-po

$SUPER MICRO COMPUTER INC(SMCI)$ A company without integrity— Do they take investors for fools? Terrible.

$NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ 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