叫我發先生
11-04 23:29

# Winning Trades

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（2）

  • Top
  • Latest
  • Bunifa Latif
    ·00:03
    If AI stocks remain under pressure post-election, I would focus on company guidance first, as it reflects management’s real-time outlook. Profit margins come next, since sustained compression signals deeper structural issues. Project approvals are useful but lagging; they indicate future potential rather than current performance.






    Greater policy uncertainty alone would warrant a cautious stance, potentially justifying a lower valuation even before analysts revise earnings forecasts. However, I would avoid drastic moves until there’s tangible evidence of changing fundamentals through guidance or margins.






    In short, I’d balance sentiment with signals from within the companies before adjusting my position.
    Reply
    Report
  • YTigger
    ·14:15
    [Smile]
    Reply
    Report