the dip in chip stock would not surprise anyone. The parabolic rise would warrant profit taking with any convenient narrative to sell down. Pumping up to trap retail while they quietly rotated to sec...
Baidu Q1 actually quite decent leh, AI Cloud +79% and AI biz +49% but share price not really reflecting it yet. Bilibili tonight will be another good gauge of China consumer sentiment.
0519 | Dolphin Research Focus: 🐬 Macro/Industry 1) Trump announced on social media that, at the request of leaders of Qatar, Saudi Arabia and the UAE, the planned strike on Iran set for the 19th has ...
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Want to get more information from market before trading.
The market is still so expensive and I don’t think it is a good idea to buy at this point. I rather be safe so I am staying defensive.
I have a few Singapore semiconductor stocks but the price has also retreated quite a bit, following the US market. I hope I don’t regret not taking profits yesterday.
The memory chips narrative is gone! Make way for cyber security, it is the new trendy place to invest. Save yourself from even worse drawdown and rotate out!
The Iran War narrative remains the same, Trump will not do anything to escalate and slowly pressure. All these are baked into price and should be ignored!
Memory chips are having a bad start to the week, but fear not as profit taking is expected, and such drawdown is normal. Stay focused on the thesis and ignore the daily movement!
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