王不爱|6月 08, 2026 11:34
Nvidia has risen before the market, Northbound and Northbound. The US stock market is starting to pick up goods tonight!!!! Can you share your personal opinion and list of positions to be added
Last Friday, US non farm payroll data hit the charts, reversing expectations of interest rate cuts and pushing up US bond rates. US tech stocks plummeted, Korean stocks experienced circuit breakers, and the Asia Pacific market suffered heavy losses. Korean stock index 3-fold long ETF, plummeting in a single day to an astonishing -40%, with a turnover rate as high as 72%
The overvalued AI and semiconductor sectors took the lead in diving, with newly appointed Federal Reserve Chairman Walsh about to release the latest dot matrix chart, SpaceX's epic giant IPO this week, and the opening of the World Cup on June 12th!
I have been trapped in the 'June Curse' since June 1st
The strong fund "siphon" diversion effect, coupled with multiple negative factors, ultimately triggered last week's panic exodus and stock fund stampede. List of added warehouses:
1. Micron MU
The three major storage giants in the world, two are South Korean companies (Samsung and SK Hynix), while the United States has only one Micron. In terms of uniqueness, Micron is good because it is the only company on NASDAQ that can produce HBM chips, and storage is still alive! Still able to charge!!
2. Maxwell MRVL
This is Lao Huang (Huang Renxun) publicly calling it the "next trillion dollar company". NVDA has invested approximately $2 billion in Marvel. What does this company do? Simply put, Nvidia's chips are responsible for computing power, while Marvel's high-speed communication is responsible for connectivity.
3. Triple long semiconductor SOXL
Covering Nvidia, Broadcom, AMD, Qualcomm, Intel, and more, mostly in the upstream of AI! One click ordering, convenient and hassle free! (Attention) ⚠️ High risk leverage
If you have spare money, you can also take a look at these. I can't write down an analysis for another day:
CRWV NOW ORCL VRT IBM NOK RDW RKLB
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