苏36
10-09 20:56
​As shown in my screenshot, my top searches focus on semiconductor stocks (NVDA, MU, SNDK, ADI) alongside SPY, AAPL, and GOLD.

​I remain bullish on the long-term AI infrastructure and memory cycle, but I also monitor GOLD and SPY to manage macro exposure. I currently hold core positions and am holding off on aggressive buying until solid pullback setups appear. My next move: stay disciplined and buy quality dips!

@TigerEvents [龇牙]

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