US stocks are jumping up and down faster than monkeys! Have they stopped falling? Institutional views! My position changes, CTA update! NVDA, AMD, TSM, SPY, QQQ! Tomorrow's CRWV earnings test confidence!

What 视野环球财经 said in this video:

• MSFT●neutralshort-termMega-caps were steady today, but the host adds nothing new and refers viewers to last week's episodes, with actions depending on individual positioning.Source
• GOOGL●neutralshort-termMega-caps were steady today, but the host adds nothing new and refers viewers to last week's episodes, with actions depending on individual positioning.Source
• AMZN●neutralshort-termMega-caps were steady today, but the host adds nothing new and refers viewers to last week's episodes, with actions depending on individual positioning.Source
• META●neutralshort-termMega-caps were steady today, but the host adds nothing new and refers viewers to last week's episodes, with actions depending on individual positioning.Source
• Market Breadth●neutralshort-termCTAs are sellers all this week: mild selling above 7549, accelerating liquidation below 7084, and a flip to aggressive buying only above 7676.Source
• Market Breadth●neutralshort-termHedge funds cut gross leverage 8.7 points in a week, the most since March 2020, with net exposure at a five-year low; recent gains partly reflect short covering, which can stop at any time and differs fundamentally from genuine buying.Source
• NVDA●neutralshort-termThe host discloses NVDA as his second-largest holding and cut half at 174.2 after it broke 174. He plans to buy back at 132–150 on stabilization, or only 3% on a breakout above 194 with no further adds. He is not fundamentally bearish; a Jensen Huang departure would trigger a full exit.Source