Roger_LV

$NVIDIA(NVDA.US)$Invesco QQQ Trust(QQQ.US)$Micron Tech(MU.US)$SPDR S&P 500(SPY.US)

Friends, the day has finally come. See you down the road. Actually, for most retail investors, this might be a good thing. Being forced to not check your account and invest for the long term might actually make you more money? Those who love trading and live near the border can still trade on a weekly basis. For those far away, just go a few times a year to buy some index funds. Honestly, everyone, look on the bright side, it might not be a bad thing at all 🤣🤣🤣

$Redwire(RDW.US) still has to be space, it can be hyped all the way until SpaceX's IPO

$NVIDIA(NVDA.US)$Micron Tech(MU.US)$Invesco QQQ Trust(QQQ.US)Alright, firing the welcome cannon for Trump🎉 This is it🤣🤣🤣

Newly created watchlist. Currently, the most noteworthy AI-related semiconductor/material companies are mostly those related to optical interconnects and semiconductor packaging/heat dissipation. The top three are all part of the Da Lian chain, focus on them! However, the stock prices of most companies have already priced in a lot of the sector's hype, pay attention to researching fundamentals and risks 😁😁😁$Corning(GLW.US)$Qnity Electronics(Q.US)$Coherent Corp.(COHR.US)$Amphenol(APH.US)$Element Solutions(ESI.US)$Rogers(ROG.US)$Entegris(ENTG.US)

When sentiment is all about hyping "this time is different," is it really different? The difference from 2000 now is that semiconductor profitability continues to improve, and AI is not just a concept but actually generating profits. Looking back at history is not about being bearish, but about facing risks squarely; there's no market that goes crazy forever. Paying attention to taking profits and securing gains is the scientific way. If you insist on chasing highs, then I have nothing to say. Staying in the market at this stage will definitely bring excess returns. As for when to exit, you decide for your own wallet, just keep an eye on the risks. 👀👀$Invesco QQQ Trust(QQQ.US)$SPDR S&P 500(SPY.US)$NVIDIA(NVDA.US)$Micron Tech(MU.US)$Spdr Select Tech(XLK.US)$iShares Semiconductor ETF(SOXX.US)

$Alphabet - C(GOOG.US)$NVIDIA(NVDA.US)The world is about to have two $5 trillion giant companies. Who will win the ultimate AI championship? 🏆

$NVIDIA(NVDA.US) Will it show some strength today? Lately, it feels like it's been abandoned by capital, so weird 😅

$Alphabet - C(GOOG.US)$NVIDIA(NVDA.US)$Invesco QQQ Trust(QQQ.US)$SPDR S&P 500(SPY.US)

The top spot in AI has changed hands, that's how fickle the market is.

$Amazon(AMZN.US)$Alphabet - C(GOOG.US)$Microsoft(MSFT.US)Just focus on the earnings reports of a few big tech companies this week. If capital expenditures and revenue growth are out of sync, it's going to be another horror story. Otherwise, let the music play and the party continue. Storage is likely to get cheaper as prices rise!!!$Roundhill Memory ETF(DRAM.US)$Sandisk(SNDK.US)$Western Digital(WDC.US)

$Meta Platforms(META.US)$Alphabet - C(GOOG.US)$Microsoft(MSFT.US)These three have been struggling lately, all riding on the earnings report for a jolt. I wonder which one Wall Street will choose to harvest? But they can't harvest all of them, right? 🙈🙈 Let's be a bit more optimistic, at least pay attention to the supply chain? Downstream is bound to rise, but who knows if the big players will go up or down, and capital expenditure is another hot topic for speculation.

$iShares Semiconductor ETF(SOXX.US)$SPDR S&P 500(SPY.US)$Invesco QQQ Trust(QQQ.US)

$Roundhill Memory ETF(DRAM.US)

Why buy individual stocks when ETFs are already this crazy? Steady happiness...

$Invesco QQQ Trust(QQQ.US)$SPDR S&P 500(SPY.US)$NVIDIA(NVDA.US)$Alphabet - C(GOOG.US)$Roundhill Memory ETF(DRAM.US)Judging from the market's recent immunity, the main narrative might not be about war in a while, most likely returning to the Fed's policies and inflation. It won't keep rising forever, but it's hard to see a pullback due to repeated war scares; a pullback is more likely to be triggered by other factors. 🧐🧐🧐

$Tesla(TSLA.US) A familiar yet strange feeling 😳 Is the number one star stock coming back?

$Roundhill Memory ETF(DRAM.US)$Invesco QQQ Trust(QQQ.US)$SPDR S&P 500(SPY.US)$Sandisk(SNDK.US)$Western Digital(WDC.US)

Although it might be a bit of a downer, everyone should still be mindful of risks and consider taking some profits.👀👀👀

$GE Vernova(GEV.US)You're really strong. I'm even more bullish on it than BE, the true leader in the power sector$Bloom Energy(BE.US)$Invesco QQQ Trust(QQQ.US)

$Adobe(ADBE.US) Just took a quick look, how to say a reasonable stock price should be around 400, 500, right? Such a high-margin quality company. But the capital market is just like this, chasing hot topics, picking up scraps, not daring to go heavy, and you'll get slaughtered if you're not careful 🤣🤣🤣$Invesco QQQ Trust(QQQ.US)$SPDR S&P 500(SPY.US)$iShares Expanded Tech Software Sector ETF(IGV.US)

$iShares S&P Asia 50(AIA.US) feels a bit more comfortable than pure Korean stocks$ISHRS MSCI S Korea Capped(EWY.US)🧐