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Tiger Certification: Hedge Fund Founder, Founder of Gongxing Academy, Partner at Morning Cloud Asset Management
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It’s been a crazy ride, particularly within the AI hardware and optoelectronics space. $AXT Inc(AXTI)$ $Applied Optoelectronics Inc.(AAOI)$ $闪迪(SNDK)$ $Aehr Test Systems(AEHR)$ $美光科技(MU)$

[Analysis of US Stocks] Why are we firmly bullish on the index in the past two weeks? Our exclusive view of Chinese stocks! Why was KWEB at the bottom on Tuesday? This index strategy yields a 48% return! Which stocks continue to flow in?

Technically, we used SPX 4250 as an important benchmark to dictate whether the bulls are stronger. Today, SPX continuously jumped to over 4400 after it successfully reclaimed 4250. On Wednesday, the Federal Reserve appeared more hawkish than Wall Street's consensus, hiking its short-term interest rates by a quarter percentage point as expected but signalling six more rate hikes this year to fight the surging inflation. After three days' sizeable relief rally, SPX will encounter the 4450 resistance, which happens to be MA50 on the daily chart. Coincidently, it is also the 300 point distance away from the low of Mar.14.$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ Trust(
[Analysis of US Stocks] Why are we firmly bullish on the index in the past two weeks? Our exclusive view of Chinese stocks! Why was KWEB at the bottom on Tuesday? This index strategy yields a 48% return! Which stocks continue to flow in?

Views on UBS' takeover of CS, Swing strategy for indices and tech stocks This Week

After twists and turns of bargaining, $UBS Group AG(UBS)$ announced that it would acquire $Credit Suisse Group AG(CS)$ , and since then UBS and Credit Suisse are one.The closing price of $Credit Suisse Group AG(CS)$ on last Friday was 1.86 Swiss francs, and the final purchase price was 0.76 Swiss francs. The total purchase price was 3 billion Swiss francs, or about 3.25 billion US dollars. UBS initially offered as little as 0.25 Swiss francs per share for Credit Suisse early in negotiations this week.Many people think that this is because $UBS Group AG(UBS)$ is not interested in acquiring 
Views on UBS' takeover of CS, Swing strategy for indices and tech stocks This Week

[Analysis of US Stocks] Are we increasing positions at present? AAPL has many swing trading opportunities! The nature of WMT decline suggests oversold rebound! Looking at SNAP's decline and opportunities from global ads spending data!

Are we increasing positions at present? AAPL has many swing trading opportunities! The nature of WMT decline suggests oversold rebound! Looking at SNAP's decline and opportunities from global ads spending data!$Apple(AAPL)$ $Snap Inc(SNAP)$ $Meta Platforms, Inc.(FB)$ 
[Analysis of US Stocks] Are we increasing positions at present? AAPL has many swing trading opportunities! The nature of WMT decline suggests oversold rebound! Looking at SNAP's decline and opportunities from global ads spending data!

[Analysis of US Stocks] What is our judgment on the expectation of rates hike in the second half of the year? AMD's current view! MRK continues to be strong!

SPX continued to fluctuate sharply at a low level this week. AMZN's earnings once again damaged market sentiment, with SPX in a key defensive position. Next week is the Federal Reserve's May meeting on interest rates, and there is little doubt that it will raise interest rates by 50 basis points; the negative year-on-year GDP growth in the first quarter can be judged from both sides. What is our expectation of raising interest rates after May? Why is our view different from most people in the market? Which sectors and stocks can be focused on in the current market? Which A-share stocks begin to have capital inflow?$AMD(AMD)$ $NVIDIA Corp(NVDA)$ 
[Analysis of US Stocks] What is our judgment on the expectation of rates hike in the second half of the year? AMD's current view! MRK continues to be strong!

Airbnb CEO Chesky's Current Feelings, Back to 2008

Airbnb founder Brian Chesky tweeted in early May that "at this point, it feels a little bit like when they started Airbnb in late 2008.". I wrote a long article about Airbnb before, and I admire Chesky's strategic vision. After the 2008 financial crisis, the global economy is now in a downturn. Paul Graham wrote an article when he invested in Airbnb, "Why start a business when the economy is bad?"? Some agree and some disagree. Anyway, read it again.1. The economy was bad in 2008. Many experts say it was probably as bad as the U.S. economic crisis in the mid-1970s, but it was also the year Microsoft and Apple were born. Microsoft was born in 1975; Apple was born in 1976. This tells us that the recession is not a bad time to start a business, but it is also not a good time to start a busine
Airbnb CEO Chesky's Current Feelings, Back to 2008

[Analysis of US Stocks] AMD continues to rise strongly! Why did we start building positions last week? Foreign investors substantially increased their positions in Chinese ADRs! Is the decline of this sector a good thing?

AMD continues to rise strongly! Why did we start building positions last week? Foreign investors substantially increased their positions in Chinese ADRs! Is the decline of this sector a good thing?$AMD(AMD)$ $KraneShares CSI China Internet ETF(KWEB)$ $Alibaba(BABA)$ 
[Analysis of US Stocks] AMD continues to rise strongly! Why did we start building positions last week? Foreign investors substantially increased their positions in Chinese ADRs! Is the decline of this sector a good thing?

[Analysis of US Stocks] Top Officials of Three EU Countries Visit Kiev! Both sides need steps! This stock continues to increase its position? Is this sector good after the adjustment of oil price?

After a series of adjustments, the index rebounded sharply today, and we need to see the continuity of the remaining trading days of this week. The market has digested the expectation that the Federal Reserve will announce a 25 basis point interest rate hike on Wednesday, focusing on Powell's views on inflation tomorrow. The situation between Russia and Ukraine continues to ease, and high-level visits to Kiev by the three EU countries, if judged in the near future, both sides need a step forward.$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ Trust(QQQ)$ $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ 
[Analysis of US Stocks] Top Officials of Three EU Countries Visit Kiev! Both sides need steps! This stock continues to increase its position? Is this sector good after the adjustment of oil price?

What stocks have we copied recently? Why did we call several times to buy at last week's lows?

What stocks did we bottom fish recently? Why did we prompt several times to buy at the last week lows?$Roblox Corporation(RBLX)$ $Meta Platforms, Inc.(META)$ $American Airlines(AAL)$ 
What stocks have we copied recently? Why did we call several times to buy at last week's lows?

Rich People's Love for Media Platforms Is Consistent, Why Musk Wants to Buy Twitter?

Elon Musk Discloses Offer to Buy Remaining Outstanding Shares of Twitter for $54.2 a Share.Rich people are very keen to buy well-known media platforms and export ideology. A few years ago, Jeff Bezos bought The Washington Post. And then The Washington Post becomes the pioneer of critizing Trump.After Musk bought a 9.2% stake in TWTR, the current CEO Parag Agrawal of TWTR invited Ma to join the board, because he must have seen that Musk wanted to change the current state of Twitter on a large scale, which was rejected by Musk. Now it seems that Ma wants to buy Twitter. After TWTR's share price dropped sharply to around $35 at the end of January this year, we began to suggest that TWTR's share price at that time was very likely to be the target of acquisition. After the adjustment, the
Rich People's Love for Media Platforms Is Consistent, Why Musk Wants to Buy Twitter?

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