Hi everyone. As you may know I am honoured to be a regular fixure in Australian media, as a market strategist and commentator. Most days and weeks I am in mainstream media but I get so busy working, that I don't get to share with you all, the key takeaways of what I covered.
This morning I was on ABC News Radio. Wednesday, June 12 2024 10.25 am Sydney time. I covered what's happen...

$Snowflake(SNOW.US)$ What happened to this item after the market?

2024 is the worst year ever $Tesla(TSLA.US)$
$NVIDIA(NVDA.US)$ $Amazon(AMZN.US)$ $Alphabet-A(GOOGL.US)$ $Alphabet-C(GOOG.US)$

$Tesla(TSLA.US)$ What kind of bird is this

The recent trend of special garbage has made me clearly aware that this year is bound to be the year AI will lead the market. $Tesla(TSLA.US)$
$NVIDIA(NVDA.US)$ It will also rise steadily, and 500 will be this year's low. If it falls back to 500, I'll buy it.
$Advanced Micro Devices(AMD.US)$ It's been a bit inflated recently, but as long as the pullback is corrected, it's still bullish. But I'm not going to buy it. Between AMD and NVDA, I chose NVDA.
I bought it yesterday with extra junk stop-loss money $Taiwan Semiconductor(TSM.US)$ . Think of it as hindsight. If I bought it yesterday, I can't actually think of it as chasing the high. Look at the weekly k line; this has only just taken off. I'm very optimistic about TSM's performance this year.
TSM's biggest uncertainty comes from the political situation. To hedge against this risk, I plan to use a 2:1 position to buy TSM and Yang. Taiwan is part of China. TSMC is a Chinese company. It's just a common long and short strategy; it doesn't count as shorting China
Still optimistic this year $Intel(INTC.US)$ as well $ASML Holding(ASML.US)$ with $Alphabet-C(GOOG.US)$
It's a very garbage band. After doing this wave, I'm not planning to do it this year.
My current ballast stone, $The Health Care Select Sector SPDR® Fund(XLV.US)$ , and the bond account's...

$Tesla(TSLA.US)$
The previous 240 stop loss cut off half of the position
Make up part of it today at 221. Hope to wait until it bounces back to 230. If Tesla doesn't fight anymore, the Big Seven will become the Big Six
Google has been good for the past two days and continues to have an official website $Alphabet-C(GOOG.US)$
TLT plans to increase its position by 95. Yesterday it just fell below 96 and was pulled up; it still hasn't been added. But I think there will still be a chance. Regardless of non-agricultural, employment, or unemployment benefit data, there is no support for interest rate cuts in March. The only thing that supported the March interest rate cut was political pressure. If expectations for interest rate cuts in March fall short, it is very likely that TLT will return to 93-95.
Currently, TLT's 200-day average is still declining, and there is no downside risk.
$iShares 20+ Year Treasury Bond ETF(TLT.US)$