$Advanced Micro Devices(AMD)$ finally coming through! Held on through the chip rebound and it’s paying off. Short term, AMD’s stock fate rests almost entirely on the Q4 earnings and guidance dropping in a few hours. The recent pullback may have priced in some worries, but this report is a key stress test for its rich valuation and big AI story. Long term, whether it keeps climbing depends on whether its “AI everywhere” strategy actually turns into solid, growing financials. I’m still bullish long-term, especially in AI and data centers—holding steady and waiting for the trend to unfold.
$BitMine Immersion Technologies Inc.(BMNR)$ SWIFT is hopping on Ethereum L2 Linea, and if the prototype testing goes well, more banks are joining! Considering it connects 11,500+ financial institutions globally and handles over $150 trillion in transactions, this is huge for Ethereum. Took a little profit while at it—feeling great!
$TENCENT(00700)$ CLSA's latest report is bullish on Tencent! Projecting solid Q3 with revenue & profit up big. Online ads and biz services both firing on all cylinders, growing over 20%. With gaming, ads, and cloud all resilient, this momentum is set to roll into 2025. As the top beneficiary of AI applications, Tencent's growth story is far from over!
$ProShares Ultra Semiconductors(USD)$ Glad I held onto this USD semiconductor leveraged ETF—it really paid off this time! The AI-driven surge in computing demand has boosted chip stocks across the board, and the 2x leverage made the gains feel extra rewarding. That said, volatility is no joke—like a rollercoaster ride. Managing position size is key. I’ll keep tracking the inventory cycle and won’t get greedy—taking profits when it’s time!
$IBM(IBM)$ Witnessed IBM's powerful rally today,absolutely thrilled! Hoping it keeps breaking new highs and lives up to its role as a Nasdaq heavyweight, lifting the entire index to the moon! This profit isn’t just about gains; it’s a vote of confidence in the future of tech!
$EAST BUY(01797)$ is staging a performance rebound, with both fundamentals and sentiment aligning，this could be the beginning of a potential double-up move! Today is critical: the long-standing 60-day moving average is the key resistance. A decisive breakout with volume would mark a real trend reversal. In this market, it’s all about pricing in surprises. Believe in belief，I expect at least a 3% pop today. Let’s go!
$ProShares Short QQQ(PSQ)$ The U.S. stock market has recently experienced a significant stage adjustment. Choosing to short or use inverse ETFs to hedge the risks of the underlying stocks is undoubtedly a wise move. The rise of inverse ETFs is typically faster than shorting, and leveraged inverse ETFs, due to the "multiplier effect," can offer even more pronounced returns. Moreover, the entry barrier for inverse ETFs is much lower, making them accessible for most investors to take flexible actions. This is the perfect time to use inverse ETFs for short-term arbitrage or effective hedging, capitalizing on the opportunities presented by market fluctuations.