The last few weeks have been hard. My portfolio was riding high then last Friday struck
Not sure I can cope with more volatility. I’m going concentrate on buying good sold companies rather than making the trade.
Nvidia at a discount sounds great. As TSMC was beyond expectations, I’m sure many of their customers will be the same.
If I buy well when it all settles down I should be in a good place.
Interesting that the TSMC price fell post high earnings so all of that had been priced in.
Earnings PK: Nvidia Plays, Rocket, Chips, SaaS, or China Stocks — Who Will Win?
Earnings season is heating up, and investors are watching closely as AI chip giants, SaaS leaders, and China tech stocks take the stage.
After months of rotation across sectors, the market is searching for the next breakout theme — will it be Nvidia-related plays riding the AI boom, semiconductors powering the hardware cycle, software-as-a-service names regaining momentum, or a surprise comeback from Chinese tech?
💬 Which sector do you think will deliver the biggest upside this earnings season?
📈 Are you betting on AI, SaaS, or a China rebound? Let’s discuss!
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