$Tesla(TSLA.US) $XL2CSOPHYNIX(07709.HK) Good morning *****,Please review the following updates on market views:• Firs…
$Tesla(TSLA.US) $XL2CSOPHYNIX(07709.HK)
Good morning *****,
Please review the following updates on market views:
• First, US stock earnings and the US economy are indeed strong, with fundamentals unchanged.
• Secondly, demand for AI remains robust. As a market economy, the US sees demand driving supply.
• Finally, the Democratic Party's policies aimed at suppressing the stock market, driven by their midterm election victory, will make it difficult to win the general election in two years. Consequently, early this morning we saw news that the newly elected Texas Governor issued a statement confirming that data centers already permitted will be allowed to continue construction. This effectively covers all projects through 2027 and most through 2028. Additionally, the Democrats have indicated that if Elon Musk is willing to cooperate with them, they can establish a solid relationship with his company.
Early this morning, my account manager sent a message of concern.....
Well, you make your bets and you take your losses. Ahem, some people shouldn't ask me out for dinner for the next half month.....
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