- TSLAneutralThe host describes Tesla as a pure faith stock with weak fundamentals and stretched valuation, without giving a directional call.Source
- NVDAbullishlong-termThe host holds 180 NVDA shares and argues the company has a solid foundation and moat, so he plans to keep holding long term and suggests like-minded investors build positions in small batches.Source
- NVDAbearishshort-termThe host believes NVDA may stay under short-term pressure with management uncertainty and earnings pending; the 149-150 area is a possible near-term bottom.Source
老李玩钱
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- NVDAbullishlong-termThe host discloses holding 180 shares at his target position for the long term, sees fundamentals intact, and expects a return to the prior high of 243 in 2–3 years and possibly new highs in 3–5 years.Source
- NVDAbullishmid-termFor new buyers he suggests gradual left-side batch accumulation is appropriate, though the bottom is not guaranteed; those wanting to add more should wait for next Tuesday's earnings.Source
- NVDAbearishshort-termThe host believes the scandal will keep fermenting and the market needs time to digest it, so NVIDIA has not bottomed and will stay under pressure near-term; no rush to add.Source
- Othernegative for stocksshort-termThe host sees NVIDIA's scandal dragging down the whole semiconductor supply chain while direct competitors benefit.Source
- TSMbearishshort-termSince NVIDIA's chips are fabricated by TSMC, the host expects TSMC's stock to struggle near-term if NVIDIA keeps falling.Source
- ASMLbearishshort-termAs the lithography supplier to TSMC further down the chain, ASML should also be dragged down by the NVIDIA fallout, in the host's view.Source
- AMDbullishshort-termThe host calls AMD, NVIDIA's direct competitor, the biggest beneficiary of the scandal, and discloses his AMD gains have exceeded his NVIDIA losses as the stock rallies without company-specific news.Source
- AVGObullishshort-termThe host argues Broadcom competes with NVIDIA in custom ASIC AI chips, so it also benefits from NVIDIA's troubles.Source
- Market Breadthneutralshort-termThe host notes the broad US market was fine on the day, with all three major indexes up; only NVIDIA had the blowup, and his account gained over $6,700.Source
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- QQQneutralshort-termThe host views today's surge as a technical oversold bounce, not a reversal; he expects possible retests of support or sideways consolidation and urges caution.Source
- NVDAbullishlong-termThe host says the Huang scandal does not change NVIDIA's fundamentals; he added 4 shares at $176.53 below his $177 add line to reach his 180-share target, and stays bullish long-term.Source
- NVDAbearishshort-termNear-term, the host expects NVDA to stay under pressure as the market digests the news, with possible consolidation or further drift lower, so he advises patience before buying.Source
- MSFTbullishlong-termCiting Microsoft after the Gates scandal, the host notes such events only pressure the stock short-term while long-term prices keep making new highs; Microsoft is one of his holdings.Source
- AMZNbullishlong-termUsing Amazon's Bezos episode as an example, the host says such scandals hit the stock short-term but leave the long-term trajectory intact.Source
- AAPLbullishlong-termApple is cited as proof that even losing a figure like Jobs only dents the stock short-term; after digestion the price kept rising long-term.Source
- NVDAneutralshort-termInto next Tuesday's earnings, options price a ±10% move and the market will be extra demanding after the scandal; a post-earnings drop is likely, so add cautiously in small batches.Source
- AMDneutralmid-termAfter AMD's 13% pop, the host advises against chasing above $500 given its richer valuation and weaker growth versus NVIDIA; he would only consider buying below $460.Source
- AVGObullishmid-termThe host recently opened a Broadcom position that benefits from NVIDIA's stumble and ASIC demand; he added at $296 last week and plans further adds near $287–288, with $315 as a reference add line.Source
- MUbullishlong-termWith the long-term compute-and-storage thesis intact, the host says Micron is a buy at current $700-plus levels, with $660 as the next add support.Source
- TSMbullishmid-termThe host updates TSMC levels, pointing to $383 as a spot to add in small increments and expand the position.Source
- ORCLbullishmid-termAfter adding Oracle at $113 last week, the host suggests adds below $115, with his own next add below $100; his target is 80 shares versus 65 held.Source
- GOOGLbullishmid-termThe host says Alphabet is a buy below $300, undercutting Berkshire's ~$305 cost basis; his own add level is below $272.Source
- TSLAneutrallong-termWith his 100-share Tesla target reached, the host will simply hold long-term; he lists $368, $337, and $297 as staged add levels, reiterating Tesla trades on Musk rather than fundamentals.Source
- SPCXbullishlong-termThe host restates SpaceX add levels at $135, $120, and $105, advising viewers to add or open positions per their own cash situation, sized jointly with Tesla.Source
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- Otherneutralshort-termHe cites historical post-midterm-election and holiday-season performance as generally favorable but only a reference, noting that reality may not repeat the pattern; for November positioning he emphasizes stability rather than making an aggressive directional call.Source
- NVDAneutralHe says NVIDIA's nearly five-trillion market size makes another tenfold rise unrealistic, but the point mainly counters the search for extreme profits and does not provide a clear price direction; he also discloses a personal position in the stock.Source
- OtherneutralHe argues that retail investors chasing outsized profits on a single stock are taking excessive risk, and that high returns imply high risk; this is a risk-preference judgment without a specific market direction.Source
- NVDAbullishlong-termHe views NVIDIA as the leader in semiconductors and artificial intelligence, with strong fundamentals, growth, financials, and a reasonable valuation, while its large size makes it more stable; he recommends opening near 203 and adding below 199, and discloses holding 173 shares with a 180-share target position.Source
- OtherneutralHe explains that he allocates his portfolio like a football team, with different roles such as forwards, midfielders, defenders, and a goalkeeper; he uses this framework to motivate defensive holdings but does not state a clear market direction.Source
- COSTneutralHe discloses that his account includes defensive holdings and describes Costco as one of the main defenders; he says these defenders helped reduce losses during volatility, but he gives no clear price direction.Source
- DISneutralHe discloses that his account includes defensive holdings and lists Disney among the defenders that played a key role during the recent pullback and reduced account losses; he gives no clear price direction.Source
- VneutralHe discloses that his account includes defensive holdings and lists Visa among the defenders that played a key role during the recent pullback and reduced account losses; he gives no clear price direction.Source
- OtherneutralHe compares cash to the goalkeeper of a portfolio, arguing that cash cannot score goals but a larger cash reserve can reduce losses and strengthen defense; this is a portfolio-construction view without a stated market direction.Source
- GOOGLneutralHe characterizes Alphabet as a major Berkshire Hathaway holding and explains that its combined share classes exceed Bank of America in the portfolio; this is a holdings-structure judgment without a stated price direction.Source
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- Otherneutrallong-termUsing Costco, Disney, Berkshire and Visa as examples, the host argues defensive holdings cushion losses and balance portfolio risk during selloffs.Source
- INTCbearishshort-termThe host says Intel's earnings blowup extended losses to 30% intraday and it may not have bottomed, with further grinding declines likely.Source
- Market Breadthneutralshort-termThe fear/greed gauge just entered extreme fear; the host believes this sentiment will not reverse immediately and typically lasts one week to over a month.Source
- QQQbearishshort-termThe host says the Nasdaq has clearly broken the 26000 support, cannot recover it today, and will next probe 25000.Source
- SPYbearishshort-termThe host says the S&P 500 has broken the 7600 support, confirms the breakdown, and will probe 7500 next.Source
- Otherpositive for stocksmid-termThe host argues that once midterm-election uncertainty clears, history shows the following 12 months are usually strong, and the holiday season adds further support.Source
- Otherpositive for stockslong-termThe host urges viewers not to panic sell, arguing US stocks remain short-bear/long-bull and quality names will recover over the long run.Source
- AVGObullishlong-termThe host discloses a Broadcom position added at 324 last week, plans to add more near 315, toward a 50-share target.Source
- SPCXbullishlong-termThe host views SpaceX as a Musk faith stock priced on future business; below its 135 IPO price is a zone to consider opening a position.Source
- MUbullishlong-termThe host sees memory as a core AI pillar and ranks Micron as the top-priority individual memory stock.Source
- SNDKbullishlong-termThe host says SanDisk's memory thesis is intact but more volatile; below the 1060 annual line one can open gradually with strict position sizing.Source
- NVDAbullishlong-termThe host discloses a 173-share NVIDIA position, says the company is unchanged and dragged down by the market, calls the current price a buy, and plans to add below 199 toward 180 shares.Source
- RKLBneutrallong-termThe host views Rocket Lab's size and fundamentals as inferior to SpaceX, giving it lower priority for space-sector exposure.Source
- METAbullishlong-termThe host says Meta's fundamentals are fine; below 625 one can open a small position and add below 600, expecting long-term recovery.Source
- JPMbullishlong-termThe host says JPMorgan, America's largest bank, has sound fundamentals and after the recent pullback can be bought gradually at current prices.Source
- TSMbullishlong-termThe host says TSMC's fundamentals and moat are strong and today's drop is collateral from Intel; 405 is an entry and 383 an add level, with geopolitics the only real risk.Source
- VOObullishlong-termThe host says broad index ETFs can be opened now in small size and then built via dollar-cost averaging, which beats most self-picked portfolios long-term.Source
- GOOGLbullishlong-termThe host discloses holding 63 Google shares and plans to add below 272 toward an 80-share target.Source
- ORCLbullishlong-termThe host discloses a recent Oracle add near 130, with the next add at 115 toward 80 shares, while stressing position control due to its tight OpenAI linkage.Source
- ASMLneutrallong-termThe host says ASML, the lithography leader, has a solid long-term moat but is not cheap; he has not charted it recently and suggests simply choosing among Broadcom, NVIDIA and TSMC.Source
- Fed Policyneutralmid-termThe host notes the Fed paused hikes this week, giving two months of breathing room, but whether December brings another hike is unknown.Source
- SOFIneutralmid-termThe host discloses holding 520 of a 600-share target in SoFi, says the rate-hike cycle is a headwind, does not recommend buying at current prices, and would only buy below 14.8.Source
- GSbullishlong-termThe host says big Wall Street banks like Goldman are fine to buy gradually and hold long-term, though their public market calls are often contrary indicators.Source
- BACbullishlong-termThe host treats Bank of America like the other big banks: the sector's pullback is not a fundamentals problem and suits long-term accumulation.Source
- Otherpositive for stockslong-termThe host says SK Hynix, one of the three memory giants, can be bought but is more volatile as a Korean listing; his reference entry is 130. No US listing, so tracked as a theme.Source
- SOXXbullishlong-termThe host says semiconductor ETFs SOXX and SMH follow the same logic as broad index funds: open now, then build long-term via dollar-cost averaging with flexible sizing.Source
- Otherneutralshort-termThe host warns leveraged ETFs are only for quick short-term trades; long-term investors should stick to plain ETFs and avoid heavy leverage.Source
- AMDneutralshort-termAMD has reached his entry zone but carries the highest valuation among the five big semis and faces earnings next week with valuation-reset risk; he prefers NVIDIA now and will reassess after earnings.Source
- PLTRbearishshort-termThe host says Palantir is still elevated and advises against chasing it ahead of Monday's post-market earnings; he will reassess after the report.Source
- AAPLneutralshort-termThe host notes Apple has been strong with barely any pullback and advises against chasing it at current levels.Source
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- Fed Policynegative for stocksmid-termHot PCE inflation plus a strong GDP print give the Fed more room to keep hiking, which pressures equities.Source
- QQQbearishshort-termAmazon and Intel blowups will weigh on tech tomorrow; a drop over 1% breaks the 26000 support, with 25000 at the 200-day line as the next level.Source
- DIAneutralshort-termThe Dow, dominated by traditional value names, has held up recently and is falling far less than the tech-heavy Nasdaq.Source
- SPYneutralshort-termThe S&P's mix of value and tech makes it relatively resilient; he expects it to hold 7610 tomorrow and not break down within October.Source
- Othernegative for stocksshort-termOctober sits after the Fed's hike cycle began and just before midterm elections; historically this window is volatile with high correction odds.Source
- Otherpositive for stockslong-termUS stocks have historically risen in the 12 months after midterm elections, and bear markets are always eventually recovered; he repeatedly urges a long horizon and staying invested.Source
- Otherpositive for stockslong-termHe argues every portfolio needs defensive stocks: unremarkable in bull markets but protective in drawdowns, and his own account always holds them.Source
- COSTbullishlong-termCostco is a core defensive holding in his account, rising against the recent market turmoil — proof of the value of defensive allocation; he discloses holding it.Source
- Vneutrallong-termVisa is named as one of the defensive back-line holdings in his account, with no further elaboration.Source
- DISneutrallong-termDisney remains a defensive back-line holding in his account, though he has not updated on it for a while.Source
- AAPLbullishlong-termApple is the core midfielder in his account — able to attack and defend with consistently good performance; he discloses holding it.Source
- GOOGLbearishshort-termGoogle missed on both EPS and revenue, broke the 297 support and fell over 12%; he expects further drift or sideways action near term.Source
- MSFTbullishmid-termMicrosoft is the only one of the four big capex spenders whose free cash flow remains positive, which is why its stock did not sell off after earnings.Source
- AI Capexnegative for stocksmid-termMega-caps are spending massively on AI capex despite cash-flow strain; Amazon's free cash flow swung sharply negative and Wall Street is not rewarding it.Source
- AMZNbullishlong-termAmazon's fundamentals and growth remain sound and valuation reasonable; if 226 holds tomorrow, he suggests small staged long-term entries near that support.Source
- AMZNbearishshort-termAmazon missed on both EPS and revenue — a failing report — and fell 6% after hours; he expects further drift or sideways consolidation before any recovery.Source
- TSMbullishlong-termTSM's valuation is relatively low among the five major chip stocks with solid growth, and he lists it among preferred long-term semiconductor plays.Source
- INTCbearishmid-termIntel trades at a high valuation with single-digit growth and net losses; weak guidance was an excuse to compress the multiple. He ranks it last among the five major chip names and expects drift or consolidation, not a quick rebound.Source
- SOXXbearishshort-termA mega-cap chip stock crashing forces ETF rebalancing selling, so semiconductor ETFs should follow lower tomorrow.Source
- AMDbullishlong-termAMD grows well but carries the highest valuation among the five major chip stocks, so it gets hit harder; he discloses holding it, with 505 as the entry line and 450 for adding.Source
- NVDAbullishlong-termNVIDIA's valuation has little froth, so it holds up best when chip multiples compress; he suggests opening below 208 and adding below 199.Source
- MUbullishlong-termHis Micron view is unchanged: the 820-900 zone is suitable for staged entries, with position sizing emphasized given the high share price.Source
- SOXXbullishlong-termFor long-term semiconductor exposure without stock picking, he recommends plain unleveraged semiconductor ETFs.Source
- SOXLbearishlong-termTriple-leveraged semiconductor ETFs are only for short-term swing trades with stops — never for long-term holding.Source
- PLTRneutralshort-termHe advises against chasing PLTR near 200; wait for a pullback, after which he will update entry levels.Source
- MRVLneutrallong-termMRVL is under a tenth of Broadcom's size with weaker fundamentals — high risk, high reward, suitable only for a small position; conservative investors should just buy Broadcom.Source
- AVGObullishlong-termBroadcom is the ASIC leader with solid fundamentals and the steady choice; he discloses he has been buying the dip and continuously building the position.Source
- Otherpositive for stockslong-termThe long-term investment logic for memory storage is intact; for single-stock exposure he prefers the larger, steadier Micron over the more volatile SanDisk.Source
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- Fed Policyneutralmid-termThe Fed held rates steady as expected; Powell gave no signal on December, where market-implied odds of action remain high. The host sees room to breathe for now.Source
- ORCLneutrallong-termThe host cautions that Oracle's plan is unproven and somewhat promotional; its deep binding to OpenAI means the stock stays under pressure if OpenAI falters.Source
- ORCLbullishlong-termThe host holds Oracle at a loss and plans to add near $115. The new plan addresses capex, FCF, and debt concerns, but heavy dependence on OpenAI warrants strict position sizing.Source
- MSFTbullishshort-termMicrosoft beat on EPS and revenue with Azure up 48%, the only mega-cap still holding positive free cash flow; after-hours price above 540 may head straight for the prior high of 551.Source
- MSFTneutralshort-termThe host advises against chasing or adding Microsoft here, as its valuation is already elevated versus other mega-caps, making the risk-reward unattractive.Source
- AI Capexneutralmid-termWith Google's free cash flow deteriorating and already negative, the host views its below-consensus capex as positive, arguing Google should rein in AI spending to protect cash flow.Source
- GOOGLbullishlong-termThe host holds 63 Google shares against an 80-share target and plans to add near $272; he sees the 272–297 zone as a long-term buying area, below Berkshire's estimated 304–307 cost basis.Source
- GOOGLbearishshort-termGoogle missed on both EPS and revenue with FCF worsening to negative $9.07B; the stock fell over 11% after hours and may drift lower, so the host recommends staged left-side buying.Source
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- Fed Policynegative for stocksshort-termThe host expects the Fed to hold rates this week, but if it unexpectedly hikes 25bps, the result would deviate from expectations and US stocks could crash.Source
- Fed Policynegative for stocksshort-termThe host warns that if Fed Chair Warsh's post-meeting remarks are hawkish—saying inflation pressure remains high and the tightening cycle is not over—it could put considerable pressure on the stock market.Source
- MSFTneutralAfter Microsoft rallied above 530, its forward P/E is still below the host's 30x baseline for tech giants, but relative to peers like Alphabet, Amazon, NVIDIA and Meta it is already on the high side. He does not recommend chasing or adding; investors who bought low with oversized positions may trim, while new entries should wait for a drop below 500 toward the 490 support.Source
- MSFTbearishshort-termAmong Microsoft, Alphabet, Amazon and Meta, which keep raising AI capex, only Microsoft still has positive free cash flow. If Microsoft's FCF turns negative after this report, the stock will suffer a major hit; thus the report should be judged mainly on AI capex and free cash flow.Source
- AI CapexneutralMicrosoft, Alphabet, Amazon and Meta continue to raise AI capex (ai_capex); Meta's FCF has already turned negative and was punished by Wall Street, while only Microsoft's FCF remains positive. The host believes other financial results are unimportant and the focus should be solely on AI capex and free cash flow.Source
- GOOGLbearishshort-termAlphabet has broken below its triangle consolidation and the 317 support, forming a triple top, which is a short-term bearish reversal pattern; therefore its current technical setup is unfavorable.Source
- GOOGLbullishlong-termThe host's long-term view on Alphabet is unchanged; existing holders can stay put, and if post-earnings fundamentals are fine, smaller positions can add on dips. Berkshire Hathaway's average cost of about 307 can serve as a reference for buying the dip.Source
- AMZNbullishlong-termAmazon's valuation is not high, with forward P/E at 22.99, making it a stock retail investors can buy on dips and hold long term. If post-earnings results are fine and the price stays in the 239-250 range, one can start a position. The host holds Amazon in another account, has no plan to sell near term, and will continue holding long term.Source
- AAPLneutralApple has been the best-performing mega-cap tech this year because it avoided the AI capex race, but its forward P/E has risen to 36.23, above the host's 30x threshold. Therefore, those wanting to buy should wait for a pullback, ideally back to the 315 support area after earnings.Source
- SOFIbullishlong-termSOFI is a typical rate-cut beneficiary with solid fundamentals, strong revenue growth and reasonable valuation. Under the Fed's rate-hike environment it may stay under pressure near term, but the host holds 520 shares with a 600-share target, plans to add below his 13.7 cost, and expects the stock to improve after the hiking cycle ends.Source
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- DIAneutralHe notes the Dow, dominated by traditional stocks, has been relatively resilient recently and has not fallen much.Source
- Fed Policyneutralshort-termHe analyzes that the main reason for today's tech selloff is market worry that escalating Middle East conflict will push oil and inflation higher, leading to expectations of another Fed hike next week.Source
- AVGObullishlong-termHe discloses holding 20 Broadcom shares and continuing to add per plan, with a 50-share target and next add near 315; long term he believes it will recover and be profitable.Source
- QQQneutralshort-termHe believes the Nasdaq is testing the 26000 support; if it holds at close the trend is not broken, but a break below could lead to a further drop toward 25000 support.Source
- SPYneutralshort-termHe expects the S&P 500 will not break the first support at 7610 today, with the technical picture still acceptable and next support near 7500.Source
- NVDAbullishmid-termHe believes NVIDIA's 208 dollar entry point is reasonable and reachable with patience, recommending planned分批逢低买入.Source
- Otherpositive for stocksmid-termHe expects October to be turbulent, but after the November 4 midterms remove uncertainty, history shows US stocks tend to perform strongly over the next 12 months, with a holiday rally likely.Source
- METAbullishlong-termHe believes Meta's results were not bad, but artificial intelligence capex pushed free cash flow negative for the first time, triggering Wall Street pressure; long term, he would open near 625 and add near 600, and he has held it in another account.Source
- MUbullishlong-termHe believes Micron can be considered for moderate accumulation in the 820 to 900 range, with a still solid long-term outlook, but advocates left-side分批买入.Source
- MSFTneutralshort-termHe advises not to chase Microsoft now, waiting for next week's earnings and a pullback; if the position is large, trimming above 500 and keeping a core holding is reasonable.Source
- Otherpositive for stockslong-termHe believes GE and GEV, spun off from General Electric, are fine long term with very high-quality fundamentals and solid moats, though he has not followed them closely recently.Source
- RKLBneutralHe notes Rocket Lab's fundamentals are not as good as SpaceX's, so it should not be the preferred space stock.Source
- ORCLbullishlong-termHe discloses holding 60 Oracle shares with an 80-share target and plans to add near 115; the stock is highly tied to OpenAI, and could take off if OpenAI develops well.Source
- TSLAbullishlong-termHe discloses a large Tesla position and believes Tesla and SpaceX, both Musk faith stocks, would benefit if merged in the future.Source
- SPCXbullishmid-termHe believes SpaceX should be the priority space stock; its earnings were good with first quarterly profit, and entry below the 135 dollar IPO price offers high value, likely reachable recently.Source
- AMDneutralmid-termHe notes AMD's valuation is the highest among major semiconductor names, giving 505 and 450 as reference entry levels, but suggests NVDA or AVGO as more conservative choices.Source
- AAPLneutralmid-termHe notes Apple has been strong because it does not spend heavily on artificial intelligence capex, but its valuation is now higher than peers; he advises not chasing and waiting for a pullback to the 315 support.Source
- NFLXbearishlong-termHe believes Netflix's growth has slowed to 12% with rising competition and layoffs/management changes, shaking its fundamentals and making it unsuitable for long-term holding; only a short-term rebound trade in the 65 to 67 range is justified.Source
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- NVDAbullishlong-termNVIDIA has top-tier fundamentals, growth, and financial metrics; among five major chip stocks and the Magnificent Seven it has the lowest valuation and strongest growth, making it the leader in artificial intelligence and US stocks and suitable for retail long-term allocation. The host holds 173 shares with a target position of 180 and plans to open near 208 and add below 200.Source
- AMDbullishlong-termAMD has solid fundamentals and strong momentum, with market cap approaching $1 trillion and likely to join the trillion-dollar club in the future; however, its valuation is the highest among the five major chip stocks and growth is only mediocre (better than Intel but weaker than NVIDIA and Broadcom, similar to TSM). The host still holds 80 shares as his largest position and plans to open small below 505 and add near 450.Source
- TSLAbullishshort-termThe new flying Roadster has negligible impact on Tesla’s fundamentals and finances, with production planned for 2028 and minimal sales contribution; however, the unveiling is strategically meaningful: first, Musk is “painting the pie,” as Tesla’s stock depends on faith in Musk’s future business and rises if the story is told convincingly; second, it hints at a potential merger with SpaceX (SPCX), which would eliminate the diversion of Musk-faith capital and benefit both companies. Price points remain 352 and 340. Tesla reports earnings Wednesday after close; historically 9 of the past 14 earnings releases saw declines, and options imply a ±7% move. The host will update after earnings.Source
- SPCXbullishFor SpaceX (SPCX), the host suggests opening a position below 135 because 135 was the IPO price in June and the price at which institutions and retail investors received shares, making it a meaningful reference; buying below 135 offers better cost-effectiveness. He also notes SpaceX will report earnings tomorrow after market close.Source
- ORCLbullishlong-termOracle’s recent negative cash flow and debt issues from heavy AI capex have some impact but are not a major worry; its future mainly depends on OpenAI, with which it signed a $300 billion five-year contract last year. If OpenAI develops well, Oracle shares should rise, though OpenAI is also the key risk. The host holds 60 shares with a target of 80, already added near 130, and plans to add more near 115, warning to control position size.Source
- AVGObullishlong-termBroadcom is the leader in ASIC customized chips with promising long-term prospects; to complement his AI chip exposure (his existing AMD and NVIDIA are general-purpose GPU AI chips), the host has built a 15-share position with a target of 50, added 5 shares at 333.7 last Friday, and plans to add below 328 and near the lower edge of the gap at 315.Source
- TSMbullishTSMC has pulled back from a prior high of 487 to around 420; last Thursday's earnings were good but the stock did not rise, dragged by last week's broad US selloff especially in semiconductors and storage. Fundamentals and moat are solid, with wafer-foundry technology far ahead and hard to replicate for three to five years; the only potential risk is geopolitics as it is not a US company. The host sees 420 as a small-entry area and plans to add below 405, with the prior high 487 acting as resistance.Source
- Otherneutrallong-termThe long-term investment logic for the semiconductor and storage sectors remains unchanged despite the recent pullback.Source
- MUbullishlong-termMicron has pulled back with the semiconductor and storage sectors, but the long-term investment logic remains unchanged. Among the three storage giants, Samsung and SK Hynix are Korean stocks with much higher volatility, while Micron is the only US-listed company, giving it the highest priority for storage exposure—above SK Hynix, Samsung, SanDisk, and Western Digital. The host sees 900 as a small-entry zone and suggests adding within the 820–900 range for smaller positions.Source
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