Rui|11月 11, 2026 23:58
AMD hit my profit-taking range in two days... I'm selling now.
I don't want to buy Nvidia at the bottom right now either, because Nvidia CEO Jennifer Huang is a totem figure in the semiconductor industry, especially since he can represent the industry in negotiations with the government. His downfall isn't good for the entire industry... Whether Nvidia is a growth stock or a cyclical stock depends on this kind of soft leader premium, so let's wait and see.
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