$SUPER MICRO COMPUTER INC(SMCI)$ Terrible boss, terrible company. Look at Luckin Coffee as a reference. So, with no intention of risking a complete loss, I’d suggest not buying.

$Tesla Motors(TSLA)$ The daily, weekly, and monthly K-line trends are all signaling the start of a major rally. Meanwhile, the shorts are still hoping for it to drop to 250, but rest assured, in a few days, we won’t see Tesla with a 2-handle anymore.

$NVIDIA Corp(NVDA)$ Do you dare to impose sanctions?

$Advanced Micro Devices(AMD)$ Today, the price of this wave of price is included in Trump's coming to power, which is good. In addition, it is customary to kill options on Friday. I don't know what will happen when the market opens next Tuesday, but any big drop is a buying opportunity![Smile]

$SUPER MICRO COMPUTER INC(SMCI)$ Bridgewater's increased stake in SMCI isn't easy to understand – are they trying to bet on a rebound? Anyway, I’m not optimistic about this move.

$SUPER MICRO COMPUTER INC(SMCI)$ There's no need to overthink it. After such a big drop, does it really need a reason to go up a bit? I didn't buy it, but why should I have to question whether its rise is justified? Can’t it just be an oversold rebound? Can’t it be that it fell too much? Can’t it be that things aren’t as bad as we thought? Or that capital got some good news ahead of time that hasn't been announced yet? Does a stock have to only go up and never fall? Or, if it's going to fall, should it just keep falling?

$Micron Technology(MU)$ The collaboration between FuboTV and Disney is undoubtedly explosive news. According to the agreement, Disney will merge its Hulu+Live TV business with FuboTV and hold approximately 70% of the shares in the merged Fubo. In addition, FuboTV will also receive $220 million in cash from Disney, Fox, and Warner Bros. Exploration, which undoubtedly provides strong support for FuboTV's future development.

$NVIDIA(NVDA)$ In the increasingly competitive global semiconductor industry, as one of the world's most valuable semiconductor companies, Nvidia is actively engaged in the field of robotics technology, striving to break through the competitive bottleneck of its core AI chip business and explore new growth paths.Layout characteristics1. Launching a dedicated computing platform: Nvidia plans to launch the Jetson Thor next-generation compact computer for AI training of humanoid robots in the first half of 2025. This computer adopts a modular architecture and has been optimized in terms of performance, power consumption, and size. It is equipped with Nvidia Blackwell architecture GPU and has 8-bit floating-po

$NVIDIA(NVDA)$ $Apple(AAPL)$ $Alphabet(GOOGL)$ New trades from our lady and leader $GOOGL $AMZN $NVDA $PANW $TEM $VST. Sold $APPL. What does this mean?

$SUPER MICRO COMPUTER INC(SMCI)$ A company without integrity— Do they take investors for fools? Terrible.

$NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ NVIDIA, with its outstanding leadership and continuous innovation in the AI field, consistently captures the intense attention of investors. Although growth deceleration and market uncertainties persist, its immense long-term potential remains highly regarded by the market. Meanwhile, the market dynamics of TSMC and AMD are full of twists and turns, while Intel's strategic planning advances steadily under policy support. Together, these developments vividly depict the intense competition and deep coll

$Advanced Micro Devices(AMD)$ rumored to enter the smartphone market with apu-like "ryzen ai" socs

$Advanced Micro Devices(AMD)$ If prices move downward toward 125–130, the put-call ratio may continue to reach 0.7, with a possible low around 110. A return to around 145 may have to wait until new policies are introduced after Trump takes office.

$Advanced Micro Devices(AMD)$ Cathie Wood has once again added AMD to her portfolio. So, should we follow her lead or not? This year, AMD has performed quite well, but this aligns with last year’s expectations. From last year through March this year, AMD experienced a strong rally. However, since April, the stock has undergone a nine-month-long correction and is now approaching its yearly lows. Regarding Cathie Wood’s entry, the current price level is significantly low, with a forward price-to-earnings ratio of under 25. Without requiring exceptional growth, AMD has 30-40% upside potential, and given the AI boom's pace, its prospects for next year look even brighter, with up to 50% growth potential. With a

$Micron Technology(MU)$ The CEO cooperated with Flower Street to intentionally lower the guidance and smash the market, allowing the main players to enter the market to buy the bottom. The cooperation with NVDA has already been confirmed?[Spurting][Facepalm][Facepalm][Smug]

$NVIDIA Corp(NVDA)$ Amazon is deploying 100,000 second-generation self-developed chips, challenging the industry's monopoly.Something AMD couldn't achieve, Amazon can do it so easily?

$Advanced Micro Devices(AMD)$ Everything going according to plan.AMD is next Nvidia $NVDA And buys。

$Advanced Micro Devices(AMD)$ The current market value is only a few hundred billion, so there’s still room for growth.

$Advanced Micro Devices(AMD)$ The daily and weekly charts show a pattern similar to the "Doji Star," with bad news gradually running out and good news gradually emerging.

$NVIDIA Corp(NVDA)$ Nvidia, as a growth stock, fundamentally hinges on the earnings per share (EPS) growth rate. An increase in EPS growth rate is the driving force that pulls valuation ahead of stock prices. Conversely, if the expected growth rate slows down in the future, even if it remains high growth, the valuation may also struggle to rise further and may even experience a valuation kill. After all, stock price changes ultimately equal the sum of "valuation" changes and "earnings per share" changes.For growth stocks, the most profitable phase occurs during the Davis Double Play period, when both valuation and EPS grow significantly. Financial reports indicate that Nvidia bottomed out in January 2023