每天百分之一 OP : I'm out. Currently, the market's perception of Deepseek is not favorable to NVIDIA, but overall it is beneficial to Technology stocks. However, I don't think Semiconductors will surge as much as before, a 3x Call on Semiconductors probably won't outweigh the wear and tear. I'll come back next time if there is a major event.

每天百分之一 OP Shawn 在纽约 : I'm not sure either, but Microsoft's trend gives me a bad feeling.

每天百分之一 OP nono1220 : I am not optimistic. Even if there is a rebound, it will be on Wednesday, and there will be good news on Thursday.

每天百分之一 OP JFL : There are many types of panic, and many panics are unfounded, such as when a stock rises too high and then experiences a profit-taking decline. Another example could be a local war, which can also be seen as a form of panic.
However, if a certain factor causes a large chunk of wealth to disappear, such as if someone trains a model for $5 billion in the past and now someone else trains it for just $5 million, it will be very difficult for you to recover that investment in the future as it will have essentially vanished. This impact would be significant. I do not wish for the latter scenario, as such a major drop could easily numb people and lead to inaction.

每天百分之一 OP : Turns out Shawn, who was the first one to call me a 'dreamer' yesterday, deleted his comment in New York. Haha.

每天百分之一 OP 花开富贵被重名 : 28.8