非恐慌性持有

$NVIDIA(NVDA.US) is too obvious,,

$Strategy(MSTR.US) Has the valuation model changed now?

$NVIDIA(NVDA.US) is a tool to stabilize the index and boost market confidence

$Robinhood(HOOD.US) I was also washed out

$Strategy(MSTR.US) After-hours entry, looking at it, it can't fall further, standing above 60k. The logic holds. Already bought 2x long.

$Strategy(MSTR.US) lacks a strong narrative. It's unclear if it's a rebound after a sharp drop, marking the start of another downtrend continuation. There are no signs of a strong reversal.

$Strategy(MSTR.US) Bitcoin holding above 60k is sustainable. Then the probability of MSTR recovering its panic discount and reaching 120 in the short term is very high.

$Amazon(AMZN.US) Is there an oversupply of graphics cards? Need to sell them off.

$Amazon(AMZN.US) selling chips is really profitable

$Robinhood(HOOD.US) bought around $78, and was squeezed to death a few days ago

$Micron Tech(MU.US) is a cyclical stock with a market cap surpassing Walmart, impressive.

$Meta Platforms(META.US) Oracle is deep in debt, Meta also increased debt through issuance, and Google is also in debt. Alibaba's profits have been completely hollowed out, and its performance is all losses. When the giants can't hold on, it's time for semiconductors to plummet, killing expectations and valuations.

$Meta Platforms(META.US) feels like the AI infrastructure build-out might be cooling down. Both Meta and Google are currently issuing additional shares and raising debt to fund AI. Simply put, it's leveraging up to do it.

$Direxion Semicon Bear 3X(SOXS.US) the semiconductor sector. As long as related companies generate revenue from AI, it will explode.

$Direxion Semicon Bear 3X(SOXS.US) Major corporations worldwide are making large-scale purchases in the semiconductor sector, and they've directly stated they'll increase their purchases even more next year. This thing keeps falling as long as the hype doesn't cool down.

$Alibaba(BABA.US) Is there any potential? The model is no different from Oracle's. Buying graphics cards to build large models and renting out computing power, Oracle has risen.

$Direxion Semicon Bear 3X(SOXS.US)Google is raising funds to buy construction materials again

$Robinhood(HOOD.US) token price is at 96. Trump's designated stock is not ordinary.

$IBM(IBM.US) What earnings reports or other things are just bullshit in the face of politics, who dares to short?

$Robinhood(HOOD.US) I get it now, referencing IBM, even though nothing substantial can be produced, it broke its previous high in just a few days. The chart pattern isn't breaking down. Holding until 180.

$IBM(IBM.US) Everyone knows that quantum computing won't be profitable until who knows which year, but it's just that unreasonable. The stock god is still amazing, directly drawing the line.

$IBM(IBM.US) Previously, it went from 230 to 300 in 3 months. With the blessing of the stock god Donald Trump, in less than 10 working days, it's about to break its previous high as it moves up from 230.

$Novo Nordisk AS(NVO.US) earnings are absolutely explosive, no need to say anything