A traditional giant that stretches his crotch
Previously, after standing on the 200-day average, my butt wasn't hot, and I started jumping from the building again.
Starbucks and EL can also be blamed for the slump in business in China. What the hell is CVS doing? I haven't read financial reports, but judging from this stock price trend, I don't need to read earnings reports anymore; just stay away.
Although the stock market's rebound was blocked and may continue to decline or move sideways, it is currently still in a bull market. In a bull market, instead of bottoming out those weak stocks that are still in the middle of a bear market (stock prices don't stand at the 200-day average), it is better to buy bullish stocks that have risen too much and are currently falling due to the return of the mean.
For example $Super Micro Computer(SMCI.US$ Even though it has dropped quite a bit, I have friends $NVIDIA(NVDA.US$ There was no problem with the performance, but the only problem was that it had increased too much before. Now, as long as the stock price falls back to a reasonable valuation, there will be a chance to take off again in the future.
I've said it before, actually $Amazon(AMZN.US$ Financial reports are the most important. There is no dispute that this round of bull market is driven by AI, so the profitability of these big technologies and their investment in AI are the most important factors that determine the height of this bull market.
Therefore, given that Big Tech is very strong (Meta is a weak stock; everything else is strong), I think NVDA is still worth buying on dips. $Advanced Micro Devices(AMD.US$ There was too much overestimation before, and if it could fall a little further, it would also be a good choice.
I continue to hold $Taiwan Semiconductor(TSM.US$
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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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下一个十年的雷熊 : justified
小超人爸爸 : What is the most reasonable price for SMCI?
高贵的阿德莱德OP 小超人爸爸: I only treated it like triple leverage Nvidia. Nvidia's fall to the beginning of 7 is reasonable. The beginning of 6 is cheap, and the beginning of 5 basically confirms that this bull market is over, and the beginning of 4 is definitely already a bear market.