From Semiconductors to AI Applications: Mainline Switching and Rhythm Response

From Semiconductors to AI Applications: Mainline Switching and Rhythm Response

Yesterday’s decline caused many people to lose their composure. In fact, for the vast majority of small and mid-cap stocks, yesterday’s signal was rather favorable, as it officially announced the end of the first half of the bull market.Some say that the bull market is halfway through, and I haven’t made any money yet. Don’t … Read more

Only Chips Are Popular

Only Chips Are Popular

This round of the bull market has been quite twisted. Aside from technology, almost everything else has not risen, and some have even fallen. As of today, there are still 3,000 stocks that are down this month, making the experience of this bull market quite poor. The higher-ups have made it clear: a slow bull … Read more

The Chip War Resurfaces, Fearless of Adjustments Tomorrow!

The Chip War Resurfaces, Fearless of Adjustments Tomorrow!

Tomorrow the market opens. Ever since entering a bull market, I have increasingly disliked weekends, always looking forward to Monday arriving sooner.This weekend, there was some good news related to our holdings, and the chip war has begun again.Do you remember the last semiconductor chip war? It caused the semiconductor sector index to soar fivefold, … Read more