价值投资者

$NVIDIA(NVDA.US)Those who sell now are just naive investors, the bad news is already priced in.

$NVIDIA(NVDA.US) For Nvidia, this is clearly an overreaction. Expect a big rally on Monday. Here are my arguments.

1. The mainland tariff increase has little impact on Nvidia's sales in China. For Nvidia, its main products are data center GPUs rather than gaming GPUs. Gaming GPU business only accounts for 7% of Nvidia's revenue, and data centers won't switch to other chips just because of a 30% price hike. The reason is simple: CUDA ecosystem.

2. Nvidia has gone through multiple rounds of policy adjustments. With a P/E ratio around 30, strong profitability, and irreplaceability, it is currently far undervalued.

3. Trump's tariff policy won't last long. Against the backdrop of global tariff increases on the US, American manufacturing will face even more severe blows. Moreover, Trump's latest tariff hike seems not aimed at retaining US manufacturing but at stimulating inflation to dilute US national debt.

$NVIDIA(NVDA.US)What does Nvidia's China R&D center do? This time, the additional tariffs are imposed on goods of US origin. If Nvidia's products in mainland China are designed in the mainland and manufactured in Taiwan, how can they be considered products of US origin?

$Tesla(TSLA.US)Who came up with the idea of cooperating with Baidu? Is there a mole?

$McDonald's(MCD.US) was thinking of doing some day trading, but how did it fly up?

$Tesla(TSLA.US) has such a high P/E ratio. After the hype fades, what are the reasons to stay bullish?

$WeRide(WRD.US) is experiencing emotional rally. Nvidia's position was disclosed long time ago, fundamentals remain unchanged. Won't it eventually revert to fair value? Anyone wants to short together?

$NONGFU SPRING(09633.HK)When buying stocks, one should look at their intrinsic value, not only considering the industry, policies, and platform but also the vision of the leader. Everyone must have heard about Xiao Zhong's outrageous remarks recently—narrow-minded and morally low, producing the so-called 'unsuitable for long-term consumption' green-bottled water for his own price war, deliberately manufacturing junk products to harm the public. Last time, the red-bottled water was tested to have bromate levels reaching the EU's critical limit. The end of Nongfu Spring is coming.

$McDonald's(MCD.US) why did it drop tonight

$SMIC(00981.HK)What's the reason???

$Hang Seng Index UBS Jul-Aug Bull G(52027.HK)The argument in Hong Kong stocks is the same as futures contracts for cryptocurrencies, with huge ups and downs where both long and short positions get liquidated, never seeing the day of recovery.

$Hang Seng Index Societe Generale 77 Bull O(52365.HK) is terrifyingly strong

$NVIDIA(NVDA.US)Buying stocks is just gambling

$PDD(PDD.US) survived such a big impact this round and can continue to gain momentum this week.

$Taiwan Semiconductor(TSM.US)Following the trend to short is just temporary, go long one hand.

$NVIDIA(NVDA.US)There are many short sellers today, but this is actually a good opportunity to get on board.

$Taiwan Semiconductor(TSM.US) The only foundry of Apple, the current price is only affected by sentiment and short interest, the fundamental value is here.

$Taiwan Semiconductor(TSM.US)See you next year, uninstalled

$NASDAQ Composite Index(.IXIC.US)What's going on today? Is the US falling apart?

$Taiwan Semiconductor(TSM.US)TSMC's market demand is unquestionable, with daily orders piling up. Micron's earnings release will definitely drive the stock up.

$Micron Tech(MU.US)earnings report will be released in a week

$NVIDIA(NVDA.US)Brothers don't panic, there are countless companies on the AI ship, all major internet companies and capital consortia are on board, it's not that easy to fall. As long as AI doesn't collapse, Nvidia will return to its peak.

$NVIDIA(NVDA.US)The US stock market is even worse than China's A-shares, garbage

$NVIDIA(NVDA.US)Bad news is exhausted and good news is coming, Jensen Huang go for it!