🎢One word to describe your trades this week?

Comments

• Lanceljx

  01-23

  Lanceljx
  Trade idea today (defined risk): SPY/QQQ 0–7DTE put spread

  Setup: Market still headline-sensitive (Trump/TACO, earnings whipsaws). After bounces, downside air-pockets can hit fast.

  How:

  Buy 1 ATM/1-step OTM put

  Sell 1 further OTM put (same expiry) to reduce cost
  

  Entry: On a pop into VWAP / morning resistance, not at the low.
  Exit: Take profit on first sharp flush; cut if price reclaims VWAP + holds.
  Why: Captures sudden risk-off without needing perfect timing, max loss capped.

• WanEH

  01-23

  WanEH
  AMD 在数据中心 CPU（EPYC 系列）和 AI 加速器市场的需求增长显著，尤其是在 AI 基础设施扩容背景下（云服务、AI 模型训练）。

  我认为服务器 CPU 供给接近全年售罄，价格有望上调 10–15%。

• Mrzorro

  01-23

  Mrzorro
  $Alibaba(BABA)$ is preparing to launch an IPO of its chipmaking arm, T-Head, Bloomberg News reported Thursday, citing people familiar with the matter.

  The Chinese tech conglomerate plans to restructure the unit as a business with partial employee ownership before moving toward a potential listing, the report said, citing the sources.

  The process is still in preliminary stages, with the valuation of T-Head yet to be determined, the news agency reported.

  Shares of Alibaba were up nearly 3% in Friday's midday trade.

• Phoenix45

  01-23

  Phoenix45
  Lynas (LYC) as AI Play:
  
  
  AI + EV boom craves NdPr magnet rare earths—Lynas, world’s #1 non-China producer, delivers from Mt Weld via US magnet pact & Kalgoor expansion. Surged 200%+ YTD on diversification tailwinds.
  Lynas Rare Earths (ASX: LYC) has surged 31.10% in 2026 YTD
  Secure supply beats volatile AI hype. $LYNAS LTD(LYC.AU)$
  
  
  
  
  What’s you view?
• 北极篂

  01-23

  北极篂
  所以这周我更愿意少做、慢看，把子弹留给确定性更高的时刻。有时候，不交易，本身就是一次不错的交易。
• 北极篂

  01-23

  北极篂
  市场也给了很好的提醒：同样是AI，Micron受益于真实订单，股价稳稳向上；而Celestica却因为供应链传闻被砸。特斯拉的机器人愿景依旧宏大，但兑现时间仍是变量。黄金的强势更像是在告诉大家，风险并没有真正消失。