What 阳光财经 Sunny said in this video:
- QQQbullishlong-termThe Nasdaq has historically relied on its annual line; buying below it has always been followed by new highs.Source
- SPYbullishlong-termThe S&P 500 has long-term support at its rising annual moving average; buying near it is historically high-probability while shorting there is not.Source
- TSLAneutrallong-termTesla is cited as a company that could fall apart without its key person, Musk, who is seen as irreplaceable.Source
- NVDAbullishshort-termThe scandal's revenue impact is minimal, NVIDIA's compute leadership and 22x valuation are intact, so a big drop may be a buy-the-bounce chance, though compliance risk is hard to price.Source
- AMDneutralshort-termAMD's 13% surge partly reflects spillover from NVIDIA selling, plus its own catalysts: an upgrade and Google Cloud's expanded EPYC adoption.Source
- AI Capexpositive for stocksmid-termData-center construction is delayed, not cancelled; Morgan Stanley's $1.6T/$1.8T capex forecasts suggest the recent bearish catalysts are weaker than feared.Source
- SOXXneutralshort-termThe Philly semi index is counter-attacking from below its annual line; the sector only revives if NVIDIA escapes the scandal shadow and rebounds with peers.Source
- GOOGLneutralshort-termGoogle's post-earnings crash left a big gap; the next watch item is Berkshire's 13F filing in a week, while TPU demand stays strong.Source