To The Moon

Big-Tech’s PerformanceThe rotation of U.S. stocks continues, and led by technology stocks, a vote for this year's large gains in the company's pullback, so that the Nasdaq index recently fell consecutively.Despite the increased likelihood of a rate cut on the macro front, the market's "bullish sentiment" has clearly been broken, and the increased divergence among investors has led to increased volatility.With the approach of the earnings season, the expectations of the full of the company may be subject to a greater test. Netflix this week's earnings report is relatively good, but a number of misunderstandings, still to the market scared out of a cold sweat.By the close of trading on July 18, the best performer over the past week was $Tesla Motors(TSL

$ASML Holding NV(ASML)$ With 50% of revenue from China and the credible gov't threat of a ban on selling into China, why would anyone be buying this stock right now? [Angry][Angry][Angry][Drowsy]Too many other ways to play AI w/o the overhang