$Advanced Micro Devices(AMD)$ has formed a $10 billion strategic partnership with Saudi's Humain to advance global AI! Looking at the computing infrastructure development in the Middle East, the global investment boom in computing power is expected to continue. Chinese companies, with a high global market share in optical modules, are set to benefit directly from this surge in global computing investments.
$ProShares UltraPro S&P 500(UPRO)$ Everyone can consider investing in this stock. Compared with the low point in 2020, this stock has risen more than 10 times and has broken its historical high. It can be said to be quite impressive.
$MEITUAN-W(03690)$ ’s recent price movements are absolutely thrilling—each rebound surpasses the last high, and every dip seems to stay higher than before. It’s like riding a rollercoaster, but the profits make it all worthwhile. Despite the volatility, the performance has been strong, and I’m confident in holding on.
$Meta Platforms, Inc.(META)$When any company is overvalued by 45% it puts a lot of pressure to justify the share price with the forward looking guidance.If the guidance is not there then expect a 20% haircut in price,it's still not a 45% drop but it's more in line with the future growth,if any.For now we have to wait and see if $500 holds.
$SoFi Technologies Inc.(SOFI)$Higher highs and higher lows… we’re in superb shape going in. I think tomorrow will be high volume but am thinking they keep it under 11.00 due to options. (Although recently they fooled us twice and paid the line…). GLTA
$HSI(HSI)$There's no such thing as surprises; I'm always online, rehearsing all the scenarios, so don't casually attribute market declines to any random reason, like arbitrary fights or random essays. No wonder you're losing money, spending all day on such trivial matters. Some things are just for show; you should judge them in conjunction with the actual market situation.In my domain, there are no accidents, no surprises—only expected rehearsals. After hitting 3154 today, it will turn back, as I've already publicly stated this morning, and it has little to do with anything else because I want it to turn back, it must rebound!
$Taiwan Semiconductor Manufacturing(TSM)$Q3 revenue was within my estimated range, but I didn't anticipate that the gross margin would reach 58% and the net profit margin would be 43%. Initially, I thought that with the transition to 3nm process technology, the margin would still look ugly for a while, and I was hoping for a sequential improvement, but the results this time beat the year-over-year comparison. In addition to this, the increase in capacity and the value of the products are both A+. The 3nm process technology has already accounted for 20% of the revenue from the 7nm and below process technologies (compared to 6% last year at the same time).It seems that TSMC's transition to the 3nm process is going smoothly
$Fangdd Network Group(DUO)$It seems my understanding of the real estate situation this time was somewhat off the mark!The state is determined to revive the real estate market. This time around, it was essentially a complete bottom-fishing in real estate, the true bottom. However, due to the lessons of the past year, and the path dependence on the Hong Kong stock market real estate bottom-fishing from the year before, the losses were too severe last year. As a result, I've been selling my real estate stocks gradually! Fangdd on U.S. stocks was the first one with a relatively large proportion and at a low position, but I sold it the night I saw it pull back. Sigh, the first time it got close to a 5-fold increase, I was stil