What 老李玩钱 said in this video:
- 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
- AMDbullishThe host views AMD as another beneficiary of NVIDIA's troubles and notes he has held and defended AMD as part of diversification.Source
- AVGObullishThe host sees Broadcom as a beneficiary of NVIDIA's management turmoil and says he has added Broadcom to his portfolio this year.Source