陈河马
陈河马
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$SUPER MICRO COMPUTER INC(SMCI)$  Super Micro Computer (SMCI) is riding strong momentum ahead of its 10-K filing, and I believe the stock is primed for a breakout past $80 rather than a pullback to $50. Here's why:   1️⃣ Strong Fundamentals & AI Tailwinds – SMCI has been a key player in AI-driven server demand, benefiting from the explosive growth in high-performance computing. The company’s partnerships with Nvidia and AMD position it well to capitalize on the AI boom, driving strong revenue growth.   2️⃣ No Major Red Flags Expected in 10-K – Investors are watching closely for any surprises in the 10-K filing. If there are no material downward revisions or accounting concerns, confi
avatar陈河马
2024-03-28
In crafting my investment approach, I've recognized the importance of balancing my inherent conservative tendencies with occasional bursts of impulsiveness, all while maintaining a steadfast commitment to risk management. This means carefully assessing the potential risks and rewards associated with each investment opportunity. To achieve this balance, I've adopted a strategy that involves taking calculated risks by allocating a small portion of my portfolio to high-risk stocks. These investments offer the potential for significant returns, but I remain vigilant in protecting my capital by closely monitoring these positions and being prepared to exit if necessary. On the other hand, I prioritize stability and long-term growth by apportioning a larger portion of my capital to large-cap stoc
avatar陈河马
2024-02-20
$NVIDIA Corp(NVDA)$  Nvidia may report with record earnings. However, expectations are skyhigh and valuation very stretched. Therefore, the stock may plunge after earnings report.
avatar陈河马
2024-02-14
wow
avatar陈河马
2024-02-12
Look out for $EXPE to rebound 
avatar陈河马
2024-02-12
I choose Mushu the dragan from the cartoon Mulan because he is always there to cheer up Mulan and hold her hand. In one tear-jerking moment, he rallies to tell Mulan how wonderful she is, even after they both think they've lost nearly everything. Even that kind of defeat and humiliation isn't enough to stop Mushu from trying to help Mulan back onto her feet. Trading is a battle and we need someone like Mushu to help us get back on our feet if we make losing trades. @TigerStars @惠星的财报解读 @百度官方
avatar陈河马
2024-02-11
I want to continue to stick to the basics of investing and not be distracted by the noise of those "experts" in CNBC. 2023 was a good years for stocks and the easy money has been made. 2024 requires even more effort to stay the course.
avatar陈河马
2024-02-09
happy new year to all! @拼多多 @特斯拉TESLA
avatar陈河马
2024-02-08
happy new year to all!
avatar陈河马
2024-01-15
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2024-01-06
$Entegris(ENTG)$ to ride the rebound in semiconductor
avatar陈河马
2023-12-29
Wishing all a happy new year 
avatar陈河马
2023-12-14
avatar陈河马
2023-12-14
$Jabil Circuit(JBL)$ Not too bad for a few days effort

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