Keep adding.
Mag 7 rotation is real.
Prior, MSFT was down and spat on. Then it recovered from 300 level to 500 level. As if nothing happened. When this was happening, we see Google and nvda going up every other day.
Phase 1 of Al is ending.
Phase 1 main gainers are storage and chips. Phase 2 should start soon. Who is in Phase 2?
Hyperscalers. And who are the cheaper and most reliable hyperscaler at the moment? All except MSFT
Note: Probability of TSLA being a hyperscaler by turning itself with vertical integration is highly probable.
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- LoganKillian·11-04美股未来1—2周可能反弹或整理，但未来1—2个月仍面临更大级别回落。主要依据是纳指月线出现看跌吞噬组合，10月创新高可能构成多头陷阱；另一方面，连续三周下跌后，指数已完成28500的初步下跌目标，27200附近亦有技术支撑，因此不宜激进追空。LikeReport