$Tesla (TSLA.US)$ It seems there is nothing much to move, just relax.(Continue sleeping

$Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$ Continuing from the previous text, apart from Dada once again breaking the Market Cap barrier that needs a pullback (the day before yesterday, I mentioned to a former colleague that efforts should be made to lay off employees down to 4 trillion, stepping on Dada… and then Dada hit 40 trillion), there is also the Earnings Reports season. In terms of semiconductor components, next Wednesday it will still be the familiar ASML Holding. This Earnings Reports season, I am not bullish on hardware performance, but since Wall Street may have priced in the impact of tariffs, coupled with potential MACO and TACO, it is still recommended to look at Capital Trend in individual stocks. Now all chip stocks are at high levels, and as long as one company's Earnings Reports bombs, it will trigger a chain reaction.Just reviewed Micron's Earnings Reports while I was away, and it turned out to be much better than I expected, which is quite surprising. It is worth paying attention to AMD's performance in this Earnings Reports.

$Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$ If the rhythm is good, personal recommendation is to short individual stocks... If the rhythm is not good, it is also possible to buy Gold and go long = counter Nasdaq. I believe many friends have started to short at 4 trillion... Generally, there will be some upward momentum, it should wait until around 4.1 trillion before pulling back. Today, attempts to breach 168 have failed several times... Considering today is an Options day, the bulls need to defend key support levels. Today, both Nasdaq and S&P are falling, software stocks started to collapse yesterday, but hardware is rising led by AMD. Today, it's driven by the master, and personally feel today might signal the start of a pullback by the master. I don't think it will pull back to 90, probably at most to 120-130. The President's actions have not burst the AI bubble, so it seems this year's bubble will not explode either. Actually, it is recommended to avoid a bearish mindset. Since the day Wall Street defined TACO, a bearish mindset has ceased to exist... Additionally, everyone should be reminded that the earnings season is starting, with ASML Holding opening the curtain. Let’s guess whether ASML Holding will blow up this time.

$Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$ Long time no see, friends... The rotation of funds in the U.S. stock market is about to begin~ Today, the protector of the semiconductor sector is Da Ge. After the 40 trillion, Da Ge started to pay attention to PUSH, every time he refreshes the trillion threshold, there will be a deep pullback, since Wall Street has recognized TACO, it can't serve as a barometer through the president anymore.Last year and this time, Lao Huang and the executives were selling Stocks. The semiconductor Sector might move slower than individual Stocks, but there should be an overall pullback.

$NVIDIA (NVDA.US)$ It's been a long time since we've seen each other.Waiting continuously after four trillion...

$NVIDIA (NVDA.US)$ There isn't much to do, might not sell and just wait for the option to exercise.It's truly a frustrating choice. (The trouble of having too much stock)

$Tesla (TSLA.US)$ Can you still dance on Friday?

$Tesla (TSLA.US)$ First eat eat eat eat~ 20%. Eat slowly.Let's continue chatting.

$BABA-W (09988.HK)$ Not bad, keep an eye on next week.