Opened position: Hedging $Novo-Nordisk A/S(NVO.US)$ (Range 108 - 130) 4week/MinTP $5k

$Arm Holdings(ARM.US)$ $Alphabet-A(GOOGL.US)$
👉 Key Highlights:
📍 Google unveils custom Arm-based server chip, aiming to enhance cloud computing affordability.
📍 The chip, named Axion, to debut in cloud services in 2024, following Amazon and Microsoft's lead.
📍 Google's cloud division, accounting for nearly 11% of revenue, grows faster than its ad business.
📍 Arm architecture promises up to 40% better price performance, challenging tr...

1. $Arm Holdings(ARM.US)$ provides the blueprint for processors.
2. $Taiwan Semiconductor(TSM.US)$ manufactures the chips using equipment from $ASML Holding(ASML.US)$ & $Lam Research(LRCX.US)$ .
3. $NVIDIA(NVDA.US)$ & $Advanced Micro Devices(AMD.US)$ supply the GPUs and CPUs.
4. $Micron Technology(MU.US)$ will then provide the memory tech for data storage.
5. $Super Micro Computer(SMCI.US)$ & $Dell Technologies(DELL.US)$ integrate...

Recent changes in the chip competition landscape: Tech giants Google and Intel have both announced advancements in chip technology. 🖥️
$Alphabet-C(GOOG.US)$ latest CPU release offers a performance boost of approximately 30% compared to similar competitors. This advancement is expected to reduce reliance on external vendors and could potentially impact $Advanced Micro Devices(AMD.US)$ and $Intel(INTC.US)$ .
$Intel(INTC.US)$ announced...

Core positions added $Celsius Holdings(CELH.US)$ with $Applovin(APP.US)$ , accounting for 8.62% and 8.48% of positions, respectively.
CELH goes without further ado. The basic breakthrough transaction, the 6-month teacup pattern breakthrough, the system set up automatic transaction orders, and the trading volume was confirmed after the market 👇
The app screwed up a few trades before breaking through, and is now trying it again in the first trading range after the breakthrough 👇
In terms of small to medium positions (< 5% of positions), added $Super Micro Computer(SMCI.US)$ with $Advanced Micro Devices(AMD.US)$
SMCI was a breakthrough in the standard bullflag, and the trading volume that formed the bullflag was also very clear, thus giving a very low risk trading opportunity to quickly re-enter, and the subsequent trading volume was confirmed. 👇
AMD broke through 2T VCP in about 5 weeks. The trading volume became dry before the breakthrough. There was no need to hesitate to enter quickly, and the trading volume was confirmed for 2 days after the breakthrough 👇

Nvidia $NVIDIA(NVDA.US)$
Walmart $Walmart(WMT.US)$
$Advanced Micro Devices(AMD.US)$
Costco $Costco(COST.US)$
Taiwan Semiconductor $Taiwan Semiconductor(TSM.US)$
CrowdStrike $CrowdStrike(CRWD.US)$
JPMorgan $JPMorgan(JPM.US)$
Airbnb $Airbnb(ABNB.US)$
Palantir $Palantir(PLTR.US)$
Qualcomm $Qualcomm(QCOM.US)$
Target $Target(TGT.US)$
Bank of America $Bank of America(BAC.US)$
Wells Fargo $Wells Fargo & Co(WFC.US)$
Spotify $Spotify Technology(SPOT.US)$
...

$Advanced Micro Devices(AMD.US)$ was obvious to buy at $100 and many waited
$Celsius Holdings(CELH.US)$ at $48 (this year) was the easiest money and people waited.
$Palantir(PLTR.US)$ at $14 was extremely undervalued and many waited
$Meta Platforms(META.US)$ was obvious to buy at $200 and everyone waited
$CrowdStrike(CRWD.US)$ was a clear buy at $150 and people waited
$TransMedics(TMDX.US)$ at $38 with a market cap of $1 Billion was a steal and nobody wanted to buy it.
Focus on the essentials: align...