@Guavaxf3006:$Micron Technology(MU)$ Maybe too early to call but the response to earnings and projevtions seem to suggest a sell-on-news mode is very much still in play. Same as was for NVDA and others like MRVL, CRWV, etc.
@2M40:$Broadcom(AVGO)$ $Broadcom(AVGO)$ 1️⃣Why am I making this trade now? AVGO has fallen from its $495 all-time high to around $345. (-30% from all time high). Waited for so long, very glad that I didn't fomo when it was all time high, and now finally drop so can own this high quality company. 2️⃣What's my plan from here? I not planning to sell so soon. Now is the accumulation phase. Hope it can drop more so I can use my monthly salary to own more share of Broadcom. As long as Broadcom still earning tons of money, drop to $0.01 also no issue.
@Terra_Incognita:$BA 20261120 200.0 PUT$ BA: take profit at 50% over premium paid for this long put. Was taking a long term look and contrarian play that BA will also drop on higher and longer oil prices. Set for 2 months expiry on 20th Nov but then only after 1 week of holding this long put, the target profit is achieved. So decided to lock in and move on to other trades.
@ARKK Investment Tracker:ARKK Investment Tracker position change: Decreased position in Taiwan Semiconductor Manufacturing by 2,079 shares, the number of shares held decreased 1.08% compared to the previous period and now represents 1.06% of the total position.
@ARKK Investment Tracker:ARKK Investment Tracker position change: Decreased position in Taiwan Semiconductor Manufacturing by 2,079 shares, the number of shares held decreased 1.08% compared to the previous period and now represents 1.06% of the total position.
@MaDLabbit:$BABA-W(09988)$ $Alibaba(BABA)$ last week Baba bounced, what about this week? I expect it continues to move higher for this week. It should not close lower than last Friday closing price. now we know interest rate expectations is trending higher and companies like Alibaba will be in a better position compared to to other AI companies in China that are not profitable yet.