SMCI has gone up so much!
I've always called smci a triple leveraged NVDA. As a result, it actually increased more than four times today![]()
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It went hand in hand with NVDA in the morning. I didn't watch the market in the afternoon because I was quite busy, so it turned out to be so exaggerated when I watched it at night. A three-fold increase should be 10%, so I estimate at least 4% moisture to see if it gets squeezed out![]()
If it gets squeezed out, I plan to buy a little bit of smci to play![]()
If not, then I'll keep holding my NVDA and tsm
$NVIDIA (NVDA.US)$ With this financial report, it seems that no one is worried. Actually, there's nothing to worry about. Big Tech's financial reports all say AI spending has increased, isn't it just an increase for NVDA and his brothers![]()
When AMZN's earnings report was first released, I didn't worry about it anymore.
$Advanced Micro Devices (AMD.US)$ Presumably 1.5 times leverage is correct. As a result, today it is only 1.2 times, which is not very effective. Let's see if it will make up for the increase in a few days. I bought a little amd to see if I can go back to 200. Since it is already heavily invested in NVDA and TSM, AMD's position is small.
$Taiwan Semiconductor (TSM.US)$ As a high-dividend version of NVDA, it continues to rise steadily and is about to reach a new high
$ASML Holding (ASML.US)$ As a low fluctuation version of NVDA, it is also stable.
$Tesla (TSLA.US)$ As an inverse leverage NVDA, a reversal of the market decline was also to be expected. So it's better to have less fun this year.
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本人散户，闲钱投资，名字为系统生成。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。此账号为本人唯一社媒平台。
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月入100K : What are your thoughts on today's TSMC plant explosion, and when can you hold it?
高贵的阿德莱德 OP 月入100K : This piece of information should suffice:
TSMC's Arizona plant later responded, “No TSMC employees or on-site construction workers have reported related injuries. Our facilities have not been damaged”. As for the injured man, TSMC claims he is a garbage disposal truck driver.
As for when you hold it, you can only look at it step by step. Now it's back to the highest in history. Whether it can break through a new high depends on NVDA's earnings report
月入100K 高贵的阿德莱德 OP : understood
wangcaifan :
wangcaifan : Moderator, no news today? 🥹
高贵的阿德莱德 OP wangcaifan : I have taken heavy stock of NVDA and TSM. What else can I do now, of course, until tomorrow's earnings report![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
高贵的阿德莱德 OP wangcaifan : I'm still a little anxious, but I can't bear to sell![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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wangcaifan 高贵的阿德莱德 OP : I'm anxious because I can't see your message
高贵的阿德莱德 OP wangcaifan : Thanks for the support![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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Stock trading isn't just about buying and selling; it's more about waiting![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
wangcaifan 高贵的阿德莱德 OP :
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