休假会诈尸的雪宝宝
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$ASML Holding (ASML.US)$
ASML Holding Q2 2025 earnings conference call is scheduled for July 16 at 9:00 AM ET /July 16 at 9:00 PM SGT /July 16 at 11:00 PM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from ASML Holding's Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for in...
ASML Holding Q2 2025 earnings conference call is scheduled for July 16 at 9:00 AM ET /July 16 at 9:00 PM SGT /July 16 at 11:00 PM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from ASML Holding's Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for in...
ASML Holding Q2 2025 earnings conference call
Jul 16 21:00
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休假会诈尸的雪宝宝
Set a live reminder
TSMC Q2 2025 earnings conference call is scheduled for July 17 at 2:00 AM ET /July 17 at 14:00 PM SGT /July 17 at 16:00 PM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from TSMC's Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for information and educational use only and is not a ...
Beat or Miss?
What do you expect from TSMC's Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for information and educational use only and is not a ...
TSMC Q2 2025 earnings conference call
Jul 17 14:00
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$Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$ Continuing from the previous text, apart from Dada once again breaking the Market Cap barrier that needs a pullback (the day before yesterday, I mentioned to a former colleague that efforts should be made to lay off employees down to 4 trillion, stepping on Dada… and then Dada hit 40 trillion), there is also the Earnings Reports season. In terms of semiconductor components, next Wednesday it will still be the familiar ASML Holding. This Earnings Reports season, I am not bullish on hardware performance, but since Wall Street may have priced in the impact of tariffs, coupled with potential MACO and TACO, it is still recommended to look at Capital Trend in individual stocks. Now all chip stocks are at high levels, and as long as one company's Earnings Reports bombs, it will trigger a chain reaction.![]()
Just reviewed Micron's Earnings Reports while I was away, and it turned out to be much better than I expected, which is quite surprising. It is worth paying attention to AMD's performance in this Earnings Reports.
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休假会诈尸的雪宝宝
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$Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$ Long time no see, friends... The rotation of funds in the U.S. stock market is about to begin~ Today, the protector of the semiconductor sector is Da Ge. After the 40 trillion, Da Ge started to pay attention to PUSH, every time he refreshes the trillion threshold, there will be a deep pullback, since Wall Street has recognized TACO, it can't serve as a barometer through the president anymore.![]()
Last year and this time, Lao Huang and the executives were selling Stocks. The semiconductor Sector might move slower than individual Stocks, but there should be an overall pullback.
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There are relatively many academic conferences during the summer vacation.
休假会诈尸的雪宝宝
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$Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$ If the rhythm is good, personal recommendation is to short individual stocks... If the rhythm is not good, it is also possible to buy Gold and go long = counter Nasdaq. I believe many friends have started to short at 4 trillion... Generally, there will be some upward momentum, it should wait until around 4.1 trillion before pulling back. Today, attempts to breach 168 have failed several times... Considering today is an Options day, the bulls need to defend key support levels. Today, both Nasdaq and S&P are falling, software stocks started to collapse yesterday, but hardware is rising led by AMD. Today, it's driven by the master, and personally feel today might signal the start of a pullback by the master. I don't think it will pull back to 90, probably at most to 120-130. The President's actions have not burst the AI bubble, so it seems this year's bubble will not explode either. Actually, it is recommended to avoid a bearish mindset. Since the day Wall Street defined TACO, a bearish mindset has ceased to exist... Additionally, everyone should be reminded that the earnings season is starting, with ASML Holding opening the curtain. Let’s guess whether ASML Holding will blow up this time.
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$NVIDIA (NVDA.US)$ It's been a long time since we've seen each other.![]()
Waiting continuously after four trillion...
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Short-term bearish. EMA 8 has crossed EMA 13 and 21 with MACD also crossed. We will see this down for pullback. Unless a magical rally happened again. which is low chance.
Long-term bull is still there. with MA 50 still above MA 200
15 min timeline chart:
Long-term bull is still there. with MA 50 still above MA 200
15 min timeline chart:
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休假会诈尸的雪宝宝
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$Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$ This is mainly for friends in the Semiconductors Sector. If there are any questions regarding the fundamentals or CEOs of AI/Semiconductors companies, feel free to leave a message. I mainly understand the four major Semiconductors… who knows, we might uncover some hidden gems.
The S&P has several Support levels that are quite dense because there were three consecutive trading days with more than 1.5% Large Cap fluctuations due to deep seek. After breaking 5920, 5960, 5980, and 6000 are all key levels to watch. It may be similar to the script from yesterday and the day before, breaking 5900 and then 5920, everyone can refer to historical records. There might be some super short trades here, with a red waterfall during the day, possibly providing a profit opportunity of 3-5% for SOXS within 20 minutes, but that's about it; definitely don't be greedy. From a time/return cost perspective, if you do day trading and catch the right spots, it can actually be quite good.
I am personally still on my way to work, posting on the subway for everyone. It seems that today I will miss a lot again. Actually, I am still Bullish, expecting the Large Cap to reach 6000. Yesterday, due to today's Options day, plus I genuinely do not have a good outlook on the Russia-Ukraine negotiations, national grievances have lasted for several years, and this is the first time they can come to an agreement? They still want to follow Trump, so today let's see if there can be an intraday decline, I will take a Call...
This type of Large Cap with dense Support and Resistance is difficult to navigate, and it also indicates that when the market was falling at that position, there was a lot of resistance. Therefore, there may be much resistance when breaking through, commonly known as...
The S&P has several Support levels that are quite dense because there were three consecutive trading days with more than 1.5% Large Cap fluctuations due to deep seek. After breaking 5920, 5960, 5980, and 6000 are all key levels to watch. It may be similar to the script from yesterday and the day before, breaking 5900 and then 5920, everyone can refer to historical records. There might be some super short trades here, with a red waterfall during the day, possibly providing a profit opportunity of 3-5% for SOXS within 20 minutes, but that's about it; definitely don't be greedy. From a time/return cost perspective, if you do day trading and catch the right spots, it can actually be quite good.
I am personally still on my way to work, posting on the subway for everyone. It seems that today I will miss a lot again. Actually, I am still Bullish, expecting the Large Cap to reach 6000. Yesterday, due to today's Options day, plus I genuinely do not have a good outlook on the Russia-Ukraine negotiations, national grievances have lasted for several years, and this is the first time they can come to an agreement? They still want to follow Trump, so today let's see if there can be an intraday decline, I will take a Call...
This type of Large Cap with dense Support and Resistance is difficult to navigate, and it also indicates that when the market was falling at that position, there was a lot of resistance. Therefore, there may be much resistance when breaking through, commonly known as...
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Emphasize not to Put NVIDIA during a major market trend (it seems that it will consolidate and kill the Options, retail investors are too fond of it and focus on doing Options with it and Tesla). Calls may also get killed. A few days ago, it was mentioned that if you must short, you can look at the highs of the Bullish of smaller stocks like AMD, such as buybacks to open Puts, which could have made a profit by selling yesterday. But I didn't do it because it had already fallen by the time I got off work.
休假会诈尸的雪宝宝
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$SPDR S&P 500 ETF (SPY.US)$ $Invesco QQQ Trust (QQQ.US)$ As I said in my video last night, bulls are squeezing bears to go higher. For every fundamental reason to be bullish I can give 5 to be bearish, but that's exactly how they want it to be. At some point I absolutely believe another rug pull is coming; once most people have flipped long.
Frankly, I believe the market is desensitized to the word "recession" because they've heard it so many times. The powers that be keep changing the definition o...
Frankly, I believe the market is desensitized to the word "recession" because they've heard it so many times. The powers that be keep changing the definition o...
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