What 老李玩钱 said in this video:
- GOOGLbullishlong-termAlphabet's new AI model is only announced and in testing, so the near-term boost is limited, but the company has long-term infrastructure exposure via space-based AI compute projects, reasonable valuation, and continued buying by Berkshire; around 335 is a small entry, 317 is support to add, and over the long term the stock should return to the prior high around 400.Source
- OtherneutralThe semiconductor and storage sectors are currently hot sectors in US stocks because AI development mainly relies on chips and storage.Source
- MUbullishlong-termMicron benefits from both semiconductor and storage tailwinds, and as the only US producer of high-bandwidth memory with strong earnings, its stock should return to prior highs and make new highs long term; around 1010 is a decisive entry, and 900 is support to add.Source
- AI CapexneutralWall Street worries whether Amazon's massive AI capital expenditures will generate returns, but this is just speculation; the concern is used as a convenient tool to pressure the stock, while actual returns remain unknown.Source
- AMZNbullishlong-termAmazon has pulled back due to worries over AI capex returns and negative free cash flow, making it the worst-performing Mag 7 stock recently, but its valuation is not high; the pullback is a good long-term entry opportunity, with around 248 as an opening level and 239 at the lower edge of the gap as support to add.Source
- PLTRbullishlong-termThe host discloses a long-term holding of PLTR in another account, held alongside Meta and Amazon as long-term positions, disclosing a long stance.Source
- METAbullishlong-termThe host discloses a long-term holding of Meta in another account, held alongside PLTR and Amazon as long-term positions; no specific price levels are given, but the position discloses a long stance.Source