The concept of "Trump Stargate

The concept of "Trump Stargate" appears intriguing, though it's not entirely clear what it specifically refers to. If it's a policy or initiative aimed at fostering AI and crypto development, it could certainly draw interest from silent or international investors, given the significant opportunities in these fields.

AI and blockchain (crypto's backbone) are transformative technologies reshaping industries globally. With the U.S. historically leading innovation, a strategic focus on these areas could reinforce its dominance in tech and finance. Encouraging innovation, establishing clear regulations, and fostering collaboration between the private and public sectors could indeed attract investment and solidify the U.S.'s leadership in these spaces.

Add Nvidia at $90 or Time to Liquidate Position Now?

The semiconductor cycle typically lasts 3-5 years, and since 2008, the global semiconductor market has gone through four complete cycles. The current cycle bottomed in Q1 2023. Some argue that this semiconductor cycle has already ended. While NVIDIA’s PE ratio is relatively low, the impact of Blackwell may lead to lower gross margins, potentially causing its PE to rise next year. ------- How do you view this semiconductor cycle? If NVIDIA drops below $100, would you add to your position? Or would you wait for the next semiconductor cycle to restart before investing?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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