Code Man

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$Oracle(ORCL.US) Can't buy Oracle while Meta buys TPUs?

$PDD(PDD.US)I'll support the stock.

The opportunity to monetize physics knowledge has arrived. The entire internet is questioning whether the collision truck video released by Li Auto is fake, as it doesn't comply with the laws of physics. However, at first glance, it still adheres to the conservation of momentum and kinetic energy theorems. If the second live broadcast reproduces the collision effect, the promotional impact should be good. Li Auto will continue to fall next week, with poor July data and dismal store performance, comparable to the crisis during the Mega launch. If the price drops extremely low, betting on a live broadcast reversal is still viable $Li Auto(LI.US)

$Direxion FTSE China Bull 3X(YINN.US) Last Friday's 43 naked call was exercised, now holding a short position in YINN, already have 3000 shares of TQQQ short, plus 4000 shares of YINN short, feeling extremely nervous.

$Circle(CRCL.US) Sold too early, first time participating in momentum stocks, feels good.

$PDD(PDD.US) placed an order for an iPad using Pinduoduo's national subsidy. The ordering process was very smooth, but the variety of products under the national subsidy on Pinduoduo is much less compared to JD.com. The delivery person had to take photos of unpacking and activation, which took about twenty minutes, which is quite unfair to the delivery person. Pinduoduo has marginal improvements in national subsidies but is still at a complete disadvantage. Fortunately, some provinces are gradually controlling and phasing out the subsidies.

$Direxion FTSE China Bear 3X(YANG.US) Last week, the sell call of YANG was exercised. This week, holding the short position of the underlying stock as a hedge, and also sold the call of YINN, and sold the put of YANG. In terms of quantity, if there is a big rise, YANG will be closed out, and the short position of YINN will be held. But considering there are also Chinese concept stocks, and the short position of YINN itself has time decay, plus the money made from YANG can be used as margin, the risk can be controlled in case of a big rise.

The A-share and U.S. stock markets are somewhat segregated in terms of capital flow. China lacks domestic wealth management channels, and the A-share market lacks derivative tools. Trading U.S. stocks domestically may be subject to taxation. Selling calls on TQQQ in the U.S. market to profit from time decay, including the decay of calls and the decay of triple-leveraged long positions. To prevent a sharp rise in TQQQ, buying the Nasdaq ETF 159941 in the A-share market. In the event of a significant rise in QQQ, the A-share ETF may have a 10%-20% premium. To prevent a sharp drop in TQQQ, short positions in TQQQ cannot cover the losses...

People struggle with emotions throughout their lives. Even certain investment gurus, who can reduce the impact of emotions through their developed prefrontal cortex, are inevitably swayed by emotions just like ordinary people. I hope those who are frustrated can soon emerge from the gloom, whether in the casino or the battlefield of love.

$thredUP(TDUP.US) @PortAI What is the impact of the China tariff war on the second-hand website thredUP? Please analyze the trend of TDUP.

portAI believes the rebound of the Nasdaq is a dead cat bounce, and the long-term trend is still downward $NASDAQ Composite Index(.IXIC.US)

Trump's actions have severely damaged the credibility of the U.S. and U.S. stocks. It's not just about whether they will fall further, but at least the upside potential is limited now.

$SMIC(00981.HK) The trading volume of SMIC in Hong Kong stocks is twice that of SMIC in A-shares, and the valuation is 50% of that of A-shares. It can no longer be explained by liquidity discounts/premiums. It's simply a supply and demand issue—there's a shortage of high-quality stocks in A-shares and high demand for capital.

$SMIC(00981.HK) The release of new semiconductor equipment by SMIC is a significant positive. The localization of the industrial chain is becoming increasingly mature, and foundries, which are downstream of equipment and upstream of fabless, are entering the most comfortable period.

$Tesla(TSLA.US) The latest AI analysis and trading recommendations are here. Yesterday's portAI interpretation was weak, and it doesn't seem to have improved today.

NVIDIA (NVDA) Technical Analysis and Trading Recommendations

Comprehensive Technical Analysis

Trend and Patterns

Primary/Secondary Trend: Both in a downtrend (70% strength), with bearish patterns like head and shoulders (59.1% strength) and double top (69.5% strength), indicating significant short-term pressure.

Support/Resistance: Current price near the lower Bollinger Band (109.15), with a key support range at 113.01-133.83. Strong resistance lies between 143.44-153.13.

Indicator Signals

Moving Averages: Short-term MAs (5/10/20-day) are all below long-term MAs (60/120-day), confirming a bearish alignment.

MACD: After a death cross, DIF and DEA continue to decline, with expanding negative MACD bars, showing unabated bearish momentum.

RSI and KDJ: RSI6 (36.54) is in a neutral-to-weak zone, and the KDJ death cross suggests limited short-term oversold recovery potential.