@逆天邪神云澈：
$NVIDIA(NVDA)$ Waiting patiently for my profit to reach $100k[Happy]
allhamaters
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- Great article, would you like to share it?$Palantir Technologies Inc.(PLTR)$ $PLTR after earnings still feels like one of the most crowded “obvious” longs in the market. Business might be strong, but when everyone already expects strong, the bar gets stupidly high. That’s why these setups can still drop even on decent numbers. I’m not saying Palantir is bad though. I’m saying price and expectations are two different things. Do people here reckon: bullish long term but shaky short term, or does PLTR just keep squeezing no matter what? 👀 $Palantir Technologies Inc.(PLTR)$ $Smart US Small Cap ETF Units(USS.NZ)$@Adz5150：$Palantir Technologies Inc.(PLTR)$ $PLTR after earnings still feels like one of the most crowded “obvious” longs in the market. Business might be strong, but when everyone already expects strong, the bar gets stupidly high. That’s why these setups can still drop even on decent numbers. I’m not saying Palantir is bad though. I’m saying price and expectations are two different things. Do people here reckon: bullish long term but shaky short term, or does PLTR just keep squeezing no matter what? 👀 $Palantir Technologies Inc.(PLTR)$ $Smart US Small Cap ETF Units(USS.NZ)$
- Great article, would you like to share it?$META 20260515 580.0 PUT$ META: selling this out with strike at $580 expiring next Fri 15th May. META dipped after earnings on increased AI spending. Rest of fundamentals still pretty solid. Going to take a position and will decide to take assignment or rolling if it dipped to the price level on expiry.@Terra_Incognita：$META 20260515 580.0 PUT$ META: selling this out with strike at $580 expiring next Fri 15th May. META dipped after earnings on increased AI spending. Rest of fundamentals still pretty solid. Going to take a position and will decide to take assignment or rolling if it dipped to the price level on expiry.
- Great article, would you like to share it?$Electronic Arts(EA)$ It's been stagnant for a while so just trimming part of my holdings. At this time of the market having stagnant holdings is costing opprtunity.@Summertrades：$Electronic Arts(EA)$ It's been stagnant for a while so just trimming part of my holdings. At this time of the market having stagnant holdings is costing opprtunity.
- Great article, would you like to share it?$Taiwan Semiconductor Manufacturing(TSM)$ continue to hold. take some profits off but holding the rest. should only improve slowly.@Am3n_Tao：$Taiwan Semiconductor Manufacturing(TSM)$ continue to hold. take some profits off but holding the rest. should only improve slowly.
- Great article, would you like to share it?$Qualcomm(QCOM)$ Qualcomm's Transformation: From Smartphone King to AI Infrastructure Titan 🌟🌟🌟 Qualcomm is at a critical juncture, pivoting from its long held dominance in mobile connectivity toward a future anchored in high performance AI infrastructure. The recent surge in interest is fueled by the realisation that its power efficient DNA is uniquely suited for the Inference age of data centers. It could potentially trigger a major valuation re rating as it breaks free from the cyclical handset market. The Case for the Re-rating: From Pocket to Powerhouse The market is starting to re-rate QCOM because they are seeing a second growth curve that is less about selling more phones and more about powering the infrastructure that ru@koolgal：$Qualcomm(QCOM)$ Qualcomm's Transformation: From Smartphone King to AI Infrastructure Titan 🌟🌟🌟 Qualcomm is at a critical juncture, pivoting from its long held dominance in mobile connectivity toward a future anchored in high performance AI infrastructure. The recent surge in interest is fueled by the realisation that its power efficient DNA is uniquely suited for the Inference age of data centers. It could potentially trigger a major valuation re rating as it breaks free from the cyclical handset market. The Case for the Re-rating: From Pocket to Powerhouse The market is starting to re-rate QCOM because they are seeing a second growth curve that is less about selling more phones and more about powering the infrastructure that ru
