What Zac美股笔记 said in this video:
- AMZNbullishAfter Amazon's earnings the shares plunged, but the heavy volume that day signals institutional accumulation; the host therefore sees a relatively high probability that this level is a bottom and that the stock may reverse higher.Source
- INTCneutralThe host cites Intel's 30% post-earnings drop on huge volume as a case where institutional forced liquidation, rather than accumulation, likely drove the volume, contrasting with Amazon; it is a retrospective explanation with no forward directional call.Source
- MSFTbearishshort-termMicrosoft's recent price decline on expanding volume is a high-level volume-price divergence suggesting institutions may be distributing, so the host sees a reasonable chance of further downside; he already took profit twice on the earlier top divergence and has been waiting for a drop to buy back, so he welcomes the pullback.Source
- Otherpositive for stocksDBS is Singapore's largest bank and has been a strong performer, but its turnover is thin compared with US stocks; after an unusually sharp recent drop the host added to his position and is considering adding more if it falls further, showing a buy-the-dip stance, while noting the poor liquidity and slow order fills.Source