What 老李玩钱 said in this video:
- 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