$Unity Software(U.US)$
I just bought a few days ago and it cost 25. The duvet was immediately covered. Luckily I only bought a few. With this thing and PLTR, you really can't open big positions.
But that's fine; when everyone is caught, there's no pressure After all, the U company still doesn't have any problems of principle, and there is no risk of bankruptcy. After falling 22 the first few times, they all went up, so if they came, they settled down; on the contrary, no one would cut meat at this time.
However, if there is another negative gap and the volume falls below 22, then it really is a bottomless hole
Just a comment. After all, today's stock holdings $Taiwan Semiconductor(TSM.US)$ It skyrocketed by 5%, and the one that just added a position $NVIDIA(NVDA.US)$ It has also risen a bit, which should confirm that the breakthrough was successful. $Utilities Select Sector SPDR Fund(XLU.US)$ It's been good lately, $iShares Bitcoin Trust(IBIT.US)$ Yesterday, I also confessed to cutting meat and waited until it fell before buying it back. Anyway, I'm in a good mood, I can enjoy a nice weekend

$Intel(INTC.US)$
I just had a chat with a cowboy friend. Basically, I only choose the top two companies on the excellent track. So I'm here to talk about intc. It was stated in advance that INTC's iron powder should not be sprayed. This stock price performance is comparable to that of a national football team. It is also a kind of caring to make a spat.
First, let's talk about PC chips. Although the CPU is still very powerful, Apple and AMD are also doing a good job. This market hasn't grown much. It's not an excellent track; if it doesn't have a monopoly, it's already lost; don't consider it.
Also, high performance computing is clearly the domain of NVDA and AMD. It didn't make the top two, so don't consider it.
Besides, in the world of OEM, TSM, and Samsung, INTC is still struggling. not considered
Other businesses are too small to consider.
So for me, there's no reason to buy an intc. I haven't understood this level before, and I've copied the intc from the bottom of 26-28. Although I made money later, I won't make this kind of money in the future.
Why is intc not divesting its foundry business? While you are competing with NVDA AMD, you still expect them to find you an OEM to make money? This is so embarrassing

$NVIDIA(NVDA.US)$
Inflation is good when it is in line with expectations; the market's degree of inclusiveness to inflation is really high.
But that's great. Since the beginning of the year, I've been in heavy storage $Taiwan Semiconductor(TSM.US)$ Since then, I've always been bullish on the stock market. Although positions were cut a bit yesterday and TLT was shorted, it is only protective; short positions are smaller than long positions. NVDA opened a large position last week, and none of them were sold, so I'm still worried about the CPI. Today, I was relieved to see Brother Yu finally make a strong breakthrough.
$iShares 20+ Year Treasury Bond ETF(TLT.US)$ Standing steady at 92, the risk of falling back and forth on the technical side is eliminated; it is a rebound that has bottomed out. At least there's nothing to worry about until the next CPI data. If next month's CPI data continues to improve, it can rise above 95 in June, and basically enter the second half of the year, so we can generally confirm that we have broken out of the bear market. If CPI and core CPI decline for three consecutive months, and the labor market slows down at the same time, TLT should be able to return to 100 and officially enter a bull market. I'm currently in no hurry to enter the market, continue to wait and see, while holding a high-dividend vclt.

$Super Micro Computer(SMCI.US)$
I've always called smci a triple leveraged NVDA. As a result, it actually increased more than four times today 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 outIf it gets squeezed out, I plan to buy a little bit of smci to playIf 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 lever NVD...