Total Assets
SpaceX Commentator$Taiwan Semiconductor(TSM.US)$Micron Tech(MU.US)$Invesco QQQ Trust(QQQ.US)
The capital market is always full of unknowns and variables. We should always maintain a sense of reverence, consistently implement risk hedging and risk control planning, and rigorously execute position and sub-account management. This is particularly important in the current environment of volatility and divergence.
$SpaceX(SPCX.US)$NVIDIA(NVDA.US)$SK Hynix(SKHY.US)
Do you still remember my initial judgment on SPCX when it went public? At its IPO, the stock was severely overvalued, with prominent risks in its own technology implementation. Coupled with the current market's consensus expectation of a prolonged Middle East geopolitical conflict, rising inflationary pressures further reinforce the logic of interest rate hike trades. Undoubtedly, SPCX will bear the brunt of the pressure first.
However, this sector possesses scarce barriers, and the long-term growth logic still holds. It is suitable for me to make a small, light-position trial-and-error layout.
The above is only a personal opinion and does not constitute any investment advice!
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