$Advanced Micro Devices(AMD)$ 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
$Taiwan Semiconductor Manufacturing(TSM)$ Does mainland China have the capability to build its own complete chip industry chain and advance from 7nm to 1nm while driving prices down? One distinct trait of Chinese people is competitiveness, extreme competitiveness. They can bring the prices of high-tech products down to almost nothing and outcompete rivals. Take electric vehicles, for instance—full of features like autonomous driving and voice control, yet priced at just 150,000 RMB. The same goes for smartphones; for 1,500 RMB, you get 5G, touchscreen, cameras, and more. Our drones, robotic dogs, and robots are also incredibly affordable. So, if we manage to break through to 1nm in chip technology, there w
$NVIDIA Corp(NVDA)$ People who are about to be replaced by AI will invest all their savings in Nvidia. This process will turn Nvidia into a legend, with a valuation of at least $10 trillion.
$NVIDIA Corp(NVDA)$ Firstly, NVIDIA’s recent inclusion in the Dow Jones Industrial Average is a long-term positive indicator. Secondly, the CEO has mentioned that demand is strong and order books are full for the next two years, with global demand surging. Thirdly, TSMC’s recent earnings exceeded expectations, which indirectly suggests NVIDIA's performance will likely be robust as well, given that many of its chips are manufactured by TSMC. The likelihood of a significant stock increase after earnings remains high.
$Advanced Micro Devices(AMD)$ 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.
$SUPER MICRO COMPUTER INC(SMCI)$ 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.
$NVIDIA Corp(NVDA)$ Even someone as extraordinary as Masayoshi Son couldn’t fully capitalize on his insights, so for ordinary people, it’s even less likely. In stock investing, there’s a world of difference between being strongly optimistic and going all-in—like the gap between Munger and us. And between going all-in and holding with conviction, there’s a Buffett.As for us ordinary folks, we’re at least a hundred books and a top-tier network away from someone like Masayoshi Son.