@JackQuant:$SUPER MICRO COMPUTER INC(SMCI)$ $Palantir Technologies Inc.(PLTR)$ Is it the right time to switch now ??? 👀👀ImageThe smart money has move its liquidity from $NVIDIA Corp(NVDA)$ ， thought that it would be wise for us to follow their strategy but in a good risk management way ✌️But overall still holding $NVIDIA Corp(NVDA)$ bag hahaha, gonna add more stocks to portfolio welcoming the santa rally…

@JulianAlerander:$Broadcom(AVGO)$ $NVIDIA Corp(NVDA)$ Definitely not selling any NVIDIA. I’m still working my way through Broadcom. As far as I can assess, my case for Broadcom is like going to a bar and ordering two of the same cocktail. Both are great and apparently the same, but oje might have a bit more zing to it than the other. Trying to differentiate which is best is still seeming very abstract like that, but I can sort of see why Pelosi might be loading $5 million in options on Broadcom vs adding $1.7 million shares to her NVDA.

@Marialina:$Alphabet(GOOG)$ $Alphabet(GOOGL)$ From a purely fundamental standpoint, Google looks a bit shakey; and from a technical standpoint it has a Very High RSI. However, continuing the technical, a trendline or three (mean, max, min) tells a story of a pretty constant upward trend. Market psychology is giving it AI play momentum, and rightfully so. I get that in major market upsets the best fundamentals will save you, but I also understand that is a Real Difficult way to "beat the market"

@MWMWMWMWMW:I opened 1 lot(s) $LULU 20240719 310.0 CALL$  ,New covered call for lululemon. I didn’t close the previous position of tonight’s covered call as I think it is basically impossible to hit strike