股海争渡
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Everyone, please take note: $Microsoft (MSFT.US)$ Microsoft's price trend—since I published my column: Microsoft investment column article after buying in, its performance has indeed been stronger than semiconductors, memory stocks, the broader market index, and $Tesla (TSLA.US)$ has significantly helped me hedge against Tesla's downside risk.
I remain bullish on Tesla and Microsoft for the second half of the year, expecting them to catch up and outperform the index. Capital is being reallocated to reposition into the software sector and the physical AI robotics segment—Tesla.
$E-mini NASDAQ 100 Futures (SEP6) (NQmain.US)$ $Futu Holdings Ltd (FUTU.US)$ $SpaceX (SPCX.US)$ $NVIDIA (NVDA.US)$ $Apple (AAPL.US)$ $Alphabet-C (GOOG.US)$ $Meta Platforms (META.US)$ $Amazon (AMZN.US)$ $Advanced Micro Devices (AMD.US)$ $Intel (INTC.US)$ $Taiwan Semiconductor (TSM.US)$ $Micron Technology (MU.US)$ $SanDisk (SNDK.US)$ $Hang Seng Index (800000.HK)$ $CSOP SK Hynix Daily (2x) Leveraged Product (07709.HK)$ $SSE Composite Index (000001.SH)$
I remain bullish on Tesla and Microsoft for the second half of the year, expecting them to catch up and outperform the index. Capital is being reallocated to reposition into the software sector and the physical AI robotics segment—Tesla.
$E-mini NASDAQ 100 Futures (SEP6) (NQmain.US)$ $Futu Holdings Ltd (FUTU.US)$ $SpaceX (SPCX.US)$ $NVIDIA (NVDA.US)$ $Apple (AAPL.US)$ $Alphabet-C (GOOG.US)$ $Meta Platforms (META.US)$ $Amazon (AMZN.US)$ $Advanced Micro Devices (AMD.US)$ $Intel (INTC.US)$ $Taiwan Semiconductor (TSM.US)$ $Micron Technology (MU.US)$ $SanDisk (SNDK.US)$ $Hang Seng Index (800000.HK)$ $CSOP SK Hynix Daily (2x) Leveraged Product (07709.HK)$ $SSE Composite Index (000001.SH)$
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股海争渡
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$Tempus AI (TEM.US)$ See you next month, keep it up
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股海争渡
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股海争渡
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股海争渡
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$Microsoft (MSFT.US)$ 5 minutes below 392, we will be back to 388 fast ✨
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