--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/41849382.md" description: "A simple weekly review and outlook for next week1 Several positive news for US stocks emerged, such as the end of the war, pushing the SPX index from 7237 to 7431 this week. We successfully captured the 200-point gain this week, with profits concentrated in bottom-fishing DRAM, SDNK, INTC, MRVL, achieving over 20% returns. I've recovered all the losses from last Friday and Monday and even made a bit more, while also establishing long-term positions in NVDA and GOOGL options.2 Next week has only four trading days. The CTA's quantitative selling trigger point is 7320, meaning as long as it doesn't fall back to 7320, the market won't crash. The resistance level for further gains is 7550; only by breaking through and holding above it can the rally continue.However, once it falls below 7320, it could drop towards 7100.3 There's an FOMC meeting next week, so after Monday, the market will still have a risk-off sentiment, with the possibility of a pullback. The logic of US stock institutions is simple: as soon as there's any uncertainty, they sell first.4 Bought some SPCX yesterday, sold it after pushing it up to 171. The IPO has already 'sold the news'. Will slowly build a position after the lock-up period ends.5 SPCX's listing itself might not rise, but it could drive a wave of space computing and space communication concepts. Beneficiaries here are INTC, NOK, etc.The upside for super mega-cap stocks might be limited now; major players prefer to pump stocks with smaller market caps.6 TSLA has formed a stage bottom around 378.7 The 'Magnificent Seven' will gradually bottom out and rebound, needing a bit more decline and adjustment, probably another half a month. I've opened positions in NVDA and GOOGL, and added to my MSFT position.8 In recent years, several areas prone to big pitfalls: BTC/ETH, space stocks, nuclear stocks, quantum stocks, software stocks, China concept stocks. These areas have swallowed up a lot of retail investors. They are suitable for short-term trading, not for long-term heavy positions, as most companies' profitability isn't great, some are even just 'PPT companies'.Just follow the AI theme and stick to the main road of AI infrastructure.9 Waiting to see if the US and Iran can sign a deal. If they do, the market could surge further. Will decide then whether to take profits on some options.Have a great weekend." datetime: "2026-06-13T00:56:10.000Z" locales: - [en](https://longbridge.com/en/topics/41849382.md) - [zh-CN](https://longbridge.com/zh-CN/topics/41849382.md) - [zh-HK](https://longbridge.com/zh-HK/topics/41849382.md) author: "[钢铁纪律](https://longbridge.com/en/profiles/13301109.md)" --- # A simple weekly review and outlook for next week1 … ### Related Stocks - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [ARM.US](https://longbridge.com/en/quote/ARM.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md) - [04335.HK](https://longbridge.com/en/quote/04335.HK.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [SPXC.US](https://longbridge.com/en/quote/SPXC.US.md) - [ES.US](https://longbridge.com/en/quote/ES.US.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md) - [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md) ## Comments (31) - **向千万持仓前进的KKK · 2026-06-13T14:19:29.000Z**: Bank of America's price target of $135 has already priced in INTEL's stock price for the next two years. What's your take, OP? - **钢铁纪律** (2026-06-13T16:48:49.000Z): INTC is currently under a lot of pressure at 135, and I would also reduce my options position here. However, the narrative for INTC has changed, you can't just look at it through a hard PE lens, the m - **买股票就是投资公司 · 2026-06-13T10:49:15.000Z**: Benefited a lot, thanks for writing so much, great effort! - **亨克 · 2026-06-13T08:10:38.000Z**: Just follow the homework. Thanks. - **椰子的交易员 · 2026-06-13T06:18:35.000Z**: When to short Micron again? - **钢铁纪律** (2026-06-13T06:31:27.000Z): It's not too late to short Micron when its narrative fundamentally changes, not now. - **买股票就是投资公司** (2026-06-13T10:52:46.000Z): Do you have a position in Micron? - **煎饼小狗 · 2026-06-13T05:04:56.000Z**: I also built a position in some of the Magnificent Seven options, aiming to catch a rebound and then exit. This year is still about the storage and optics theme, and it might be the same next year. - **钢铁纪律** (2026-06-13T05:08:36.000Z): This is also the present continuous tense of AI infrastructure, with NOK preparing for next year. - **netman525 · 2026-06-13T03:05:24.000Z**: There's something to it, and I also bought long calls on NVIDIA and Google. - **Lucky2026 · 2026-06-13T02:53:55.000Z**: Happy weekend - **suenhk · 2026-06-13T02:01:01.000Z · 👍 2**: This kind of clear logic, valuable, and willing-to-share content is really rare 👍🏻. I've never touched options. I feel like I still need to learn about them. - **suenhk** (2026-06-13T02:02:40.000Z): I also think if it's good, I just hold onto it, like holding Tesla from 100 to its high. But looking back, the efficiency of capital utilization wasn't high. - **钢铁纪律** (2026-06-13T06:32:27.000Z): This time around, many people bought SMH or SOXX, avoiding picking individual stocks, which is also a way of thinking. - **我和臭臭一起闯美股** (2026-06-13T07:24:19.000Z): This is a great idea. Only buy semiconductor and storage stocks in the US market; everything else is just for opportunistic trading. - **agoodboydc · 2026-06-13T01:23:56.000Z**: When the index is rising in a one-sided trend, I also play intraday and one-to-two-month options to quickly expand my capital 🤣 - **钢铁纪律** (2026-06-13T01:25:58.000Z): I'm basically on a six-month basis - **agoodboydc** (2026-06-13T01:34:00.000Z): Discipline Bro, Murata has pulled back quite a bit. Should we get in now or wait a bit longer? Also, what's your take on the future of companies like CoreWeave and those in the computing power leasing - **钢铁纪律** (2026-06-13T01:38:22.000Z): I don't trade Murata/NOK, not willing to move, planning to hold until after October and then reassess the situation. - **星空8888 · 2026-06-13T01:09:01.000Z**: The analysis is quite fair and can be a good reference. Have a nice weekend. - **信念&少动多看 · 2026-06-13T01:06:27.000Z**: Brother Steel, do you only buy the underlying shares of dram/sndk/mu, not options? Can you buy options for intc and mavl for the long term? - **钢铁纪律** (2026-06-13T01:09:12.000Z): I bought options on DRAM, SNDK and MU are the underlying shares. Bro, I'm short on money too. Only the rich can afford to play SNDK options now. INTC and MRVL are obviously suitable for buying long-te - **信念&少动多看** (2026-06-13T01:11:08.000Z): Thanks, Brother Gangtie, the options for MU and SNDK are indeed too expensive.😂 - **跟顾神反着买** (2026-06-13T01:20:29.000Z): Indeed, buy on the dip, the market will be good next week, but I'm still getting out. Yesterday, I bottom-fished RKLB common stock, made 30 points, and ran. - **新用户_PTzpsu · 2026-06-13T01:06:21.000Z · 👍 1**: Thanks, Iron Brother, for clearing things up! - **金先生的交易员 · 2026-06-13T00:59:50.000Z · 👍 1**: Okay, Steel Bro, have a nice weekend.