Is inflation not falling, are stocks still rising?
Chances are, yes. What kind of inflation, interest rate hikes, doesn't have much impact on the stock market now. Anyway, the hawk skin on the old pigeon coat can't cover the pigeon fur underneath![]()
It's impossible for inflation to drop at half past a minute, and it's also impossible to raise interest rates aggressively. Lao Bao doesn't have that kind of courage. The stock market continues to gather big technology and AI. What kind of retail, ah, manufacturing, ah, is a complete mess; it continues to fall and fall.
I have a very bad feeling that if the wave of corporate layoffs continues, not only will it not reduce inflation, but it may instead lead to economic stagflation. I think I've seen it through, so let's just follow the trend.
Currently, $Taiwan Semiconductor(TSM.US$ It's still the largest open position. Increase your position today $Alphabet-C(GOOG.US$ It is currently the second largest.
$Adobe(ADBE.US$ I bought it back in tears.
$ON Semiconductor(ON.US$ ， $Amazon(AMZN.US$ ， $Palo Alto Networks(PANW.US$ Keep holding it.
Other than technology and chips, these, other industries own two
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本人散户，闲钱投资，名字为富图系统生成。这里记录投资感悟与趣事。所有言论都纯属娱乐，不是投资建议。㊗️大家越来越🐮
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mubbiiee : This wave of AI hype is so crazy that Nvidia TSMC will actually make some money. However, even if it gets too much of the limelight, it will still repeat the old drama of excessive production capacity and inventory. Other chip buyers are actually at a loss. How can they make a profit with such a large capital investment? Microsoft hasn't been able to make a profit.
At the same time, rising stocks will drive the prices of all assets such as real estate, etc., and a sharp rise in asset prices will drive inflation, making the Fed's interest rate hike a joke. Bao Laoge is afraid to cut interest rates no matter how soft they are. As a result, there was a sluggish rise. To put it bluntly, there was not enough austerity, not enough layoffs, and there was not enough pressure on demand, but production fell even faster, so prices were able to rise.
Shuseido : Why is Google increasing its position at this price?
高贵的阿德莱德OP mubbiiee: You're so right
No matter how good AI is, as long as it can't replace human employees, it won't be profitable. I also think this market is ridiculous. But now I also want to understand. When it comes to stock trading, as soon as there is a technical signal, the operation is carried out first, then I slowly think about why this happened. Otherwise, once you've figured it out, whether it's time to enter the field or stop loss, you've missed your chance.
高贵的阿德莱德OP Shuseido: Among the AI giants, in terms of fundamentals, Google is currently quite cheap. Everyone always talks about Microsoft replacing Google Search. Conversely, if Google makes a breakthrough in AI and has AI-supported Google Docs and Android, why can't it encroach on the Office and Windows markets? Moreover, the big data of Google searches is very important for AI training. If you don't do it right, Google's image search+generate AI training drawings in the future can kill Adobe Photoshop too. Anyway, bring a good stop loss, so buy it first
高贵的阿德莱德OP Shuseido: Google also has its own AI chip development, so it can not rely on Nvidia; it is even possible to compete with Nvidia in the future
高贵的阿德莱德OP mubbiiee: Also thank you for the reminder about bond risks. I did some hedging at the time to reduce losses
Shuseido 高贵的阿德莱德OP: This is your long term investment?
高贵的阿德莱德OP Shuseido: Right now I'm only looking at the technical side, not the long term. For example, the day before yesterday, Google showed a peaking structure+the next day, it jumped low, opened low, and I sold it right away. Yesterday, Viagra's earnings were good. Google's immediate rise made up for the gap and destroyed the previous day's peaking signal, so I bought it back and kept holding it until the next time I saw another peak, no matter how long.
102764470 Shuseido: Google isn't expensive. And it's definitely going to reach a new high, Apple. Microsoft will all reach new heights. Because NVDA has reached new heights. How can these older brothers not reach new heights
mubbiiee 高贵的阿德莱德OP: Yes, even if you hype up robots, it has nothing to do with language models; autonomous driving technology is a bit more relevant. In other words, autonomous driving doesn't require such perverted computing power; not even a single server can be installed in the car. Moreover, since autonomous driving has not been realized, the robot is even farther away and much more complex.
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