wangcaifan
commented on
$Super Micro Computer(SMCI.US$
I recently went on vacation and didn't really look at stocks. Looking back, smci was in a hurry. One of the most regrettable actions recently was to replace part of NVDA with SMCI before NVDA's earnings report Fortunately, I only changed half of it, and I was able to eat the rest. Yesterday I reduced my NVDA holdings a little bit and bought AMD. TSM didn't move.
What kind of trouble did SMCI make. Presumably, it shouldn't. The triple leverage has completely failed? SMCI's fundamentals are very stable. It mainly relies on two points. Other companies cannot shake it at all: 1. NVDA's performance; 2. Lao Huang and Lao Liang have a deep friendship. The first point is definitely fine; is it true that friends have fallen out?
Maybe it's just the bookmaker washing the dishes; the key still depends on tomorrow's PC. I plan on holding on to it a little longer.
$NVIDIA(NVDA.US$
$Advanced Micro Devices(AMD.US$
$Taiwan Semiconductor(TSM.US$
I recently went on vacation and didn't really look at stocks. Looking back, smci was in a hurry. One of the most regrettable actions recently was to replace part of NVDA with SMCI before NVDA's earnings report Fortunately, I only changed half of it, and I was able to eat the rest. Yesterday I reduced my NVDA holdings a little bit and bought AMD. TSM didn't move.
What kind of trouble did SMCI make. Presumably, it shouldn't. The triple leverage has completely failed? SMCI's fundamentals are very stable. It mainly relies on two points. Other companies cannot shake it at all: 1. NVDA's performance; 2. Lao Huang and Lao Liang have a deep friendship. The first point is definitely fine; is it true that friends have fallen out?
Maybe it's just the bookmaker washing the dishes; the key still depends on tomorrow's PC. I plan on holding on to it a little longer.
$NVIDIA(NVDA.US$
$Advanced Micro Devices(AMD.US$
$Taiwan Semiconductor(TSM.US$
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wangcaifan
commented on
$NVIDIA(NVDA.US$
$Taiwan Semiconductor(TSM.US$
I was anxious all day yesterday due to the large positions of NVDA and TSM. To ease my anxiety, I even went to pay attention to non-tech stocks like Lulu. People can be anxious, but their stocks cannot be sold because there is no signal to sell. Investors can be emotional, but don't let emotions influence judgment.
The strongest yellow on the surface of the earth is definitely trustworthy 👍
$Taiwan Semiconductor(TSM.US$
I was anxious all day yesterday due to the large positions of NVDA and TSM. To ease my anxiety, I even went to pay attention to non-tech stocks like Lulu. People can be anxious, but their stocks cannot be sold because there is no signal to sell. Investors can be emotional, but don't let emotions influence judgment.
The strongest yellow on the surface of the earth is definitely trustworthy 👍
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wangcaifan
commented on
$iShares Global Clean Energy ETF(ICLN.US$
I opened my position as planned last week. Today's volume has surged, so it's a good start
I opened my position as planned last week. Today's volume has surged, so it's a good start
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wangcaifan
commented on
$Lululemon Athletica(LULU.US$
I haven't worn his clothes, but many people around me wear them, and they look pretty good. I've followed this before, but have never bought this stock. The stock price fell to a key support position of 300. If it falls a little further below, once it breaks the previous low, it's basically a bottomless hole. In this case, there is a high probability that the decline will stop.
But I haven't bought much either, because I'm better at doing the right side, and I often buy the left side in the middle of the mountainside But it doesn't matter, buy some first to ease the wait $NVIDIA(NVDA.US$ Financial anxiety.
The anxiety mainly comes from positions. I'm in $Taiwan Semiconductor(TSM.US$ with $NVIDIA(NVDA.US$ The positions are all quite large. There is nothing you can do about it. Investing real money in the stock market is not playing games; your mentality will definitely be affected. Try to relax
However, I am still very optimistic about NVDA's performance. If unfortunately it actually falls, as long as it doesn't break 860-870, I will consider continuing to increase my positions. The reason I mentioned before is that big tech companies have good financial reports and will continue to increase AI spending this year. That's enough.
I haven't worn his clothes, but many people around me wear them, and they look pretty good. I've followed this before, but have never bought this stock. The stock price fell to a key support position of 300. If it falls a little further below, once it breaks the previous low, it's basically a bottomless hole. In this case, there is a high probability that the decline will stop.
But I haven't bought much either, because I'm better at doing the right side, and I often buy the left side in the middle of the mountainside But it doesn't matter, buy some first to ease the wait $NVIDIA(NVDA.US$ Financial anxiety.
The anxiety mainly comes from positions. I'm in $Taiwan Semiconductor(TSM.US$ with $NVIDIA(NVDA.US$ The positions are all quite large. There is nothing you can do about it. Investing real money in the stock market is not playing games; your mentality will definitely be affected. Try to relax
However, I am still very optimistic about NVDA's performance. If unfortunately it actually falls, as long as it doesn't break 860-870, I will consider continuing to increase my positions. The reason I mentioned before is that big tech companies have good financial reports and will continue to increase AI spending this year. That's enough.
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wangcaifan
commented on
$Super Micro Computer(SMCI.US$
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...
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...
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wangcaifan
commented on
$NVIDIA(NVDA.US$
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.
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.
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wangcaifan
commented on
$iShares Global Clean Energy ETF(ICLN.US$
Renewable energy has been declining for three years, and has been being rubbed off the ground for another half year. Today, we are finally seeing a recovery trend.
One jump higher, broke through the downtrend, and stood at all short- and medium-term moving averages. The upper part is only suppressed by a long-term moving average (such as ma200), but this moving average is rapidly declining. Even if the market doesn't rise sideways, as long as it doesn't fall, it will automatically rise to this moving average soon.
I'll look into buying opportunities this week.
Renewable energy has been declining for three years, and has been being rubbed off the ground for another half year. Today, we are finally seeing a recovery trend.
One jump higher, broke through the downtrend, and stood at all short- and medium-term moving averages. The upper part is only suppressed by a long-term moving average (such as ma200), but this moving average is rapidly declining. Even if the market doesn't rise sideways, as long as it doesn't fall, it will automatically rise to this moving average soon.
I'll look into buying opportunities this week.
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wangcaifan
commented on
$Unity Software(U.US$
A netizen asked me before why it fell to 21-22 and no one sold it This kind of obvious question probably doesn't need to be answered.
This stock is so annoying, so it's not particularly suitable for beginners to operate. I'm just having fun with Kokura. Today, GME is driving the retail concept higher collectively. Anyway, I definitely won't buy GME. This kind of stock cannot pass our company's fundamental screening.
The CPI and PPI will be announced soon. The big data one by one is really exciting.
$Taiwan Semiconductor(TSM.US$ There was a slight retracement today, but do people who haven't gotten on the bus want to get on the bus? My opinion is that if CPI doesn't tell ghost stories, then TSM can see an all-time high of 155-157. Further up will depend on the chip brother $NVIDIA(NVDA.US$ That's a performance. And NVDA continues to trade sideways, and my opinion remains the same: as long as it doesn't fall below 860, the sideways market has broken through and is accumulating energy. However, judging from the graph, we have to choose a direction this week; I'm afraid we won't be able to wait for next week's earnings day.
A netizen asked me before why it fell to 21-22 and no one sold it This kind of obvious question probably doesn't need to be answered.
This stock is so annoying, so it's not particularly suitable for beginners to operate. I'm just having fun with Kokura. Today, GME is driving the retail concept higher collectively. Anyway, I definitely won't buy GME. This kind of stock cannot pass our company's fundamental screening.
The CPI and PPI will be announced soon. The big data one by one is really exciting.
$Taiwan Semiconductor(TSM.US$ There was a slight retracement today, but do people who haven't gotten on the bus want to get on the bus? My opinion is that if CPI doesn't tell ghost stories, then TSM can see an all-time high of 155-157. Further up will depend on the chip brother $NVIDIA(NVDA.US$ That's a performance. And NVDA continues to trade sideways, and my opinion remains the same: as long as it doesn't fall below 860, the sideways market has broken through and is accumulating energy. However, judging from the graph, we have to choose a direction this week; I'm afraid we won't be able to wait for next week's earnings day.
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wangcaifan
commented on
$Unity Software(U.US$
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
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
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wangcaifan
commented on
$Intel(INTC.US$
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
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
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wangcaifan :