恶灵骑士226
2025.11.05 00:00

Many people always look for reasons for the decline, trying to avoid it next time. For example, this time, risks like the US government's long-term shutdown, no rate cut in December, and big short sellers starting to short $Palantir Tech(PLTR.US) $NVIDIA(NVDA.US). Little do they know, sometimes the decline is simply because the market has risen too much. Several giants have seen significant gains before or after the impressive earnings reports at the end of October, and the market sentiment has been a bit overheated recently. There will always be profit-taking and money worried about an AI bubble to cool the market. Personally, I believe AI is already genuinely boosting productivity, and it's not yet a bubble—just overheated. Don't touch the underlying stocks; buy the dips if you haven't accumulated enough. For $Tesla(TSLA.US), the cooling-off just ahead of the shareholder meeting is timely, and a new high is highly likely after the meeting. If you're thinking of buying calls on the cheap to gamble recently, estimate the corresponding option stop-loss price based on delta and set your stop-loss properly.

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