爱马仕(ADR)股票讨论区

digimonX : I don't think the Fed will cut rates in Q1. I think rate cuts probably start in Q2. Anyway, I am happy as long as Powell doesn't say shitty things to tank the market.
As for the tech sector, I agree nvidia will still own the AI market. However, industry players want a second source (because nvidia has a reputation to be "unfriendly"). AMD is the second source. I hope AMD can get enough capacity from TSMC to produce many MI300s. The initial batches of MI300 cards all go to the El Capitan supercomputer installation. AMD's investment in opensource AI software platforms is the right direction as it allows models to be hardware agnostic. If they are successful, switching underlying hardware will be simpler than many think.
Palantir has been implementing AI-based solutions well before AI caught mainstream news. Many people have issues because the things Palantir does is not always clear. Many of their customers are government agencies & contracts/engagements are confidential. This is a company that one invests partly based on numbers & partly on gut feel. I own some shares & hope the company does well.

Rexon Capital楼主 : Thanks for starting a discussion
Powell will speak today so we shall see what his views are. Most likely he will remain neutral unless being tricked into showing his cards.
I agree with your views on AMD. However, I think they will invest more into data centers as they are currently dominating in that area. My biggest worry for NVDA is the US government trying to hamper it. This will help AMD to catch up. Intel has already taken a comfortable bed in the ground.
Palantir really needs to promote its AI model towards business and generate more revenue. The next biggest catalyst will be S&P500 inclusion.

digimonX : I hope Powell remains neutral like you mentioned rather than saying things like "not confident the Fed has done enough", "higher for longer", etc.  I have phobia every time this guy comes out to talk.
I don't currently own nvidia & am currently selling put options at high $300s & low $400s strike prices. If it gets there, I'll pick up the shares. If not, I'll just collect the premiums. At some point, I do wanna own some nvidia shares. I don't like Jensen Huang because I find him arrogant but he can really make tons of $... Gotta give it to him.

102180832 digimonX: Powell hint more hike may happen . Time to