To The Moon

Chip, storage shares slid on Tuesday. SOXL down 6%; Wolfspeed down 5%; Qualcomm down 4%; Navitas, Marvell, Credo, Astera Labs, Intel, ARM down over 3%.

Hong Kong stocks dropped for a seventh consecutive day, putting the benchmark on course for its longest losing stretch since January 2024, as investors weighed the geopolitical risk after China and...

$Tesla Motors(TSLA)$ Tesla's China-made EV sales fell 15% YoY in May, and the stock dropped ~4% on the news. That’s not nothing — but let’s not forget what’s coming: Robotaxi launch, June 12. Seven trading days left. Pressure’s on. 📉 Short term, weak EV numbers from China are concerning — especially with BYD and others gaining ground. But big picture? I think Tesla’s value driver is shifting from vehicles to autonomy, AI, and infrastructure. 🧠 Personally, I trimmed a bit at ~$330 but kept a core position. If Robotaxi headlines underwhelm, we might get a better re-entry. But if they hit even part of the hype? It could spark the next leg up. 🔮 My base case: Range-bound near-term ($310–340), but upside if Robotax

$SoundHound AI Inc(SOUN)$ why get so upset??Nvidia news is what Sound has been piggybacking off of.Tell me the detail, such as the companies they have contracts with, the revenue from said contracts, what type of service is provided with said contracts? Have any contracts been lost? How many new contracts have been signed? Have they made any profit yet? If not when is the estimation for profit?Truth is, sound holders are hoping nvidia buys out sound.It is also Very shady when sound insiders dump shares on the nvidia bump and that did occur.Additionally, McDonald’s dumping their Ai, was not good news at this time, for voice enabled Ai.Why did McDonald’s dump their Ai assisted ordering? There are so many players in the Ai v

Goldman says dealers in ‘short gamma’ for first time this yearThe dynamic ‘leaves market free to move,’ Morgan Stanley saysDeep within the underbelly of the options world lies a threat to the stock-ma

今日（10日）大盤全天低開後震盪探底回升，三大指數均小幅下跌。本週週報和大家從以下方面做總結：資金流動板塊走向下週前瞻一、資金流動1、今日（3日）資金動向盤面上，數字經濟概念股全線走強，同爲股份6連板，太極股份漲停，中國軟件一度衝擊漲停。ChatGPT概念股繼續強勢，福石控股、雲從科技均20CM，漢王科技5連板。數字鄉村概念股盤中走強，中農聯合、達華智能、廣西廣電漲停。消費電子概念股午後異動，歌爾股份、捷榮技術、恆銘達漲停。下跌方面，光伏、風電等賽道股陷入調整，東方電纜、祥鑫科技等跌超5%。總體上個股跌多漲少，兩市超2900只個股下跌。滬深兩市今日成交額9146億，較上個交易日縮量1097億。板塊方面，ChatGPT、web3.0、數據要素、中船系等板塊漲幅居前，貴金屬、乳業、房地產、汽車整車等板塊跌幅居前。今日主力資金淨流入前10只股：今日主力資金淨流出排名前10只股：2、本週資金動向新能源，雲計算等漲幅較大。一週流入資金排名前10只股：本週流出資金來看，白酒、金融等流出較多。一週主力資金淨流出排名前10只股：北向資金本週各交易日成交概況：2月3日，北向資金尾盤流出額收窄，全天淨賣出42.46億元，停止連續17日加倉步伐；其中滬股通淨賣出43.32億元，深股通淨買入0.86億元；本週北向資金累計淨買入逾340億元。二、板塊走向流入流出分析：今天市場最大的特點就是藍籌股砸盤，科技股上漲，但在大盤下跌時，我們一直在提示，大盤迴調是大家加倉的機會，因爲牛市特徵就是急跌慢漲。板塊上，市場熱點依然在科技成長股，ChatGPT的升級意味着語言AI和AI整體的顯著進步；應用上，ChatGPT的升級推動AIGC的發展，有望迎來萬億市場規模。引發了ChatGPT概念和人工智能板塊繼續大漲，上面對國產替代的表述引發今天信創、國產軟件走強，總的操作還是建議大家輕大盤，重個股，以科技成長股爲主。