$Direxion Shares Etf Trust Direxion Daily So Korea Bull 3X Shs (KORU.US)$ It's a pity there is no triple-leveraged inverse ETF for South Korea. I saw news that even elderly people in South Korea are opening accounts to buy into semiconductors, which is not a good sign
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$Upstart (UPST.US)$
Yesterday's decline was likely due to inflation data and expectations of interest rate hikes. Unless there is a change in this fundamental macro factor, it will be difficult to achieve a structural reversal.
Today's rebound is likely on lower trading volume, so those looking to exit in the short term can seize the opportunity.
In terms of pattern, it is expected to oscillate for some time, forming a double-bottom structure. A breakthrough may occur when signs of rate cuts emerge, supported by earnings reports or positive news catalysts.
If you have long-term confidence, this might be the bottom, but in the short term, you may need to adjust your mindset, especially considering the opportunity cost while AI stocks are performing strongly.
Yesterday's decline was likely due to inflation data and expectations of interest rate hikes. Unless there is a change in this fundamental macro factor, it will be difficult to achieve a structural reversal.
Today's rebound is likely on lower trading volume, so those looking to exit in the short term can seize the opportunity.
In terms of pattern, it is expected to oscillate for some time, forming a double-bottom structure. A breakthrough may occur when signs of rate cuts emerge, supported by earnings reports or positive news catalysts.
If you have long-term confidence, this might be the bottom, but in the short term, you may need to adjust your mindset, especially considering the opportunity cost while AI stocks are performing strongly.
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$Cerebras Systems (CBRS.US)$ A P/E ratio of 50 times is relatively reasonable
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$Cerebras Systems (CBRS.US)$ What time can trading begin
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$Micron Technology (MU.US)$ It probably hasn't reached the true turning point yet. At least hold on until SK Hynix ADR lists on the US stock market. The MACD at a high level can continue to show signs of stagnation, but it is not ruled out that different major players may be taking turns to unload their positions during this phase. Because regardless of the scenario, the current MACD will only have two possible outcomes going forward: either stagnation or divergence. Considering that major companies' capital expenditures are expected to reach full capacity soon, whether storage demand is strong or not, the giants will either increase debt to push up hardware investments or cut capital spending. Additionally, with memory chip production capacity set to be gradually released in the second half of 2026, when the period of high-level stagnation ends, it could lead to a massive sell-off.
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$QuantumScape (QS.US)$ It feels like his major investor is the same as fcel
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$NVIDIA (NVDA.US)$ Still trying to prop up the market
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ It's very quiet here today
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