绿箭牌2.5元

Of course AAAA

Of course AAAA

$Micron Tech(MU.US) careful not to get manipulated. the fact still stands that the products are fully sold out up till next year. It's just noise

$Circle(CRCL.US) is it a trap?🤔

$ASML(ASML.US) The stock price had already started to fall before the earnings report was released. Waiting for the results.

$ASML(ASML.US) Record 2025 sales of €32.7B — is growth priced in?

CoreWeave’s Nvidia backing shows AI infrastructure race, MU memory tightness plays into it.

$Trump Media & Tech(DJT.US) Could it go higher? Sure. Could it go to zero? Also possible😅

Compared to BIDU's AI hype, BABA feels undervalued, anyone thinks so?🤔

$Oracle(ORCL.US) One of the worst performers yesterday, down over 5%. The lawsuit overhang + market panic = brutal combo

$Coinbase(COIN.US) Moves with Bitcoin, not the stock market. A different beast on its own schedule

$Taiwan Semiconductor(TSM.US) talking about power as a bottleneck is a reminder of the immense challenges Intel faces in its foundry build-out

$Coinbase(COIN.US) A high-beta proxy for crypto sentiment. Not a play on today's tech trends.

$Intel.US Up, up, up.

$BitMine Immersion Tech.US Bulls assemble — take out $38, charge straight to $40, and target $45 this week!

$Alibaba(BABA.US) This is ridiculous — it just keeps falling every single day.

Lets go!$AMD(AMD.US)

$Tesla(TSLA.US) What a disaster! The consequence of going all-in on Tesla and $Direxion Daily TSLA Bull 2X Shares(TSLL.US)—losing 1.5 million yuan in just over two months.

Not to mention the 30% drop on March 10th, though these past couple of days might have clawed back some losses.

$Tesla(TSLA.US)JP Morgan: Stock price could drop another 50%!

If it drops another 50%, that would be a 75% plunge, absolutely impossible! These investment banks are insane! Just fueling the volatility.

JP Morgan analyst Ryan Brinkman also slashed Tesla's target price to $120, the lowest on Wall Street. Compared to Tesla's Wednesday closing price near $250, this implies over 50% downside potential.

Additionally, Brinkman significantly lowered Tesla's Q1 delivery and earnings estimates. He reduced Tesla's Q1 delivery forecast from 444,000 vehicles to 355,000, far below the analyst consensus of 430,000.

Brinkman explained that Tesla is facing direct impacts from Musk's "increasingly controversial government role" (referring to his leadership of the "Ministry of Government Efficiency"). Moreover, Musk's frequent political engagements have caused dissatisfaction in Europe, putting much greater sales pressure on Tesla there than in the US.

I think the day before yesterday was the last drop, and the emotional venting is over.

When AI can't keep up with others, they just throw money at AI and even partner with Alibaba to woo the Chinese market;

When sales in China slump, they rush out a cheap iPhone to cash in, but it seems the market isn't biting haha;

Now they're facing piles of regulations in China and Europe, plus feuds with multiple companies, and user trust is dropping;

As for the product itself, there's been no groundbreaking progress or innovation in years—the biggest selling point is just switching to a Type-C port...

OKOK, back to the stock price. Apple's market cap is sky-high, so it's tough to expect much more upside. But given current market feedback, it might keep sliding. Unless they roll out some major new product, or their AI tech crushes ChatGPT and DeepSeek, or they jump into car-making like Huawei and Xiaomi to take on Tesla... No news? Stay away!!$Apple(AAPL.US)

Key Highlights of NVIDIA's Q4 Earnings Report

Demand Resilience Verified

Data center revenue is expected to reach $38.05 billion (up 72% YoY), with growth hitting a seven-quarter low but absolute value remaining high.

Seven tech giants plan to increase capital expenditures by $100 billion in 2025, with Microsoft/Meta explicitly stating they will maintain AI investments.

Key observation: Whether Q1 revenue guidance maintains 60% growth.

DeepSeek Shockwave

The event occurred after the earnings coverage period (1/27), but attention should be paid to Jensen Huang's qualitative response to the impact of low-cost AI models.

Enterprise clients have not adjusted procurement plans yet, but investors worry about long-term pricing power erosion.

Blackwell Mass Production Uncertainty

New chip shipments are increasing, but production costs are surging, potentially shrinking gross margin to 73.5% (down 3% QoQ).

TSMC's advanced packaging capacity bottleneck has not been fully resolved, and GB200 system integration complexity tests yield rates.

Market Expectation Trap

Past nine consecutive quarters of exceeding expectations have created inertia, but the stock price has declined against the trend after the last two earnings reports.

Current implied volatility suggests options market pricing a daily ±8.7% swing, caution is needed against "buy the rumor, sell the news" scenarios.

(Note: With a $3 trillion market cap, NVIDIA's beta to the S&P 500 has dropped to 0.7. This earnings report may become a watershed for the strength of the AI narrative in U.S. stocks.)$NVIDIA(NVDA.US)