🎢One word to describe your trades this week?

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04-24
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💰Stocks to watch today?(27 Apr)
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Comments

  • 71nk4
    04-26 12:04
    71nk4
    paitence.
    taking a break from trading so i can watch for the absolute crash through the floor i belive the iran conflict will cause soon.
    week before i sold alot of positions in preperation for the ripples of the oil shock to become the tidal wave that pushes the usa markets over a cliff. probably wont buy back in untill more information in november or i see that crash im predicting
  • 這是甚麼東西
    04-24
    這是甚麼東西
    The best move for today is "Long Intel" (INTC). Following its 19% surge in after-hours trading and a massive earnings beat, it is the clear momentum leader. The semiconductor sector is on a record-breaking winning streak, and I expect "follow-through buying" as institutional investors chase the breakout.
  • WanEH
    04-24
    WanEH
    看好Nvidia。英伟达进一步渗透至物理制造和工业仿真领域。通过数字孪生和AI物理引擎,英伟达正在打开除互联网巨头之外的工业制造市场,这成为其新的增长极。
  • 北极篂
    04-24
    北极篂
    交易上,我今天不会开太激进的仓位,更偏向等半导体回调再接,同时保留现金。行情越热,越要慢一点。
  • 北极篂
    04-24
    北极篂
    这让我更坚定一个想法:短期别追最热的,而是找“预期差”。如果大家都在讲AI算力,那我会更留意边缘受益但还没 fully re-rate 的公司。
  • 北极篂
    04-24
    北极篂
    我自己更关注的是“钱往哪里去”。像Intel 财报后大涨,本质不是它突然变强,而是市场在重新定价“被低估的AI链条”。反而像SAP 虽然业绩不错,但股价弹性已经不如硬件。
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