The only stock I can buy with confidence is NVDA

It's forward PE is lower than most Mag7 but growth rate is over 50% YOY. China revenue was not included in its forecast, so any revenue from China is a bonus. This stock can easily reach $250 next year.

所有跟帖: 

AVGO just hit the entire sector so hard -越王劍- 給 越王劍 發送悄悄話 越王劍 的博客首頁 (89 bytes) () 12/12/2025 postreply 08:57:15

It's what MM wanted Bubble... -NewLeaf2021- 給 NewLeaf2021 發送悄悄話 NewLeaf2021 的博客首頁 (0 bytes) () 12/12/2025 postreply 08:58:52

Semi漲得太多,AVGO 隻不過是個回調的借口 -Outlook2024beyond- 給 Outlook2024beyond 發送悄悄話 Outlook2024beyond 的博客首頁 (85 bytes) () 12/12/2025 postreply 09:01:04

Yeap, natural pullback. -三心三意- 給 三心三意 發送悄悄話 三心三意 的博客首頁 (0 bytes) () 12/12/2025 postreply 09:03:33

qqq 跌的狠, 三心大師怎麽看 qqq -snowwhite76- 給 snowwhite76 發送悄悄話 (0 bytes) () 12/12/2025 postreply 09:38:21

Normal dip, i said many times once gap filled, it could fall -三心三意- 給 三心三意 發送悄悄話 三心三意 的博客首頁 (186 bytes) () 12/12/2025 postreply 09:46:07

when it was 625-629, no one wanted to sell or hedge, lol -三心三意- 給 三心三意 發送悄悄話 三心三意 的博客首頁 (0 bytes) () 12/12/2025 postreply 09:46:58

三心, 你覺的Soxl 走向如何?謝謝! -山裏老翁- 給 山裏老翁 發送悄悄話 (0 bytes) () 12/12/2025 postreply 09:48:45

semi and QQQ will be similar, but with bigger swing -三心三意- 給 三心三意 發送悄悄話 三心三意 的博客首頁 (0 bytes) () 12/12/2025 postreply 10:15:41

謝謝! -山裏老翁- 給 山裏老翁 發送悄悄話 (0 bytes) () 12/12/2025 postreply 10:39:10

If Google peak here, how many Mega 7 left? AAPL? -越王劍- 給 越王劍 發送悄悄話 越王劍 的博客首頁 (43 bytes) () 12/12/2025 postreply 09:11:49

Meta when it drops to 620 could also be a good one -三心三意- 給 三心三意 發送悄悄話 三心三意 的博客首頁 (0 bytes) () 12/12/2025 postreply 08:59:20

AVGO is also getting attractive after some additional drop -三心三意- 給 三心三意 發送悄悄話 三心三意 的博客首頁 (0 bytes) () 12/12/2025 postreply 08:59:53

Buy and hold great technology stocks long term -Outlook2024beyond- 給 Outlook2024beyond 發送悄悄話 Outlook2024beyond 的博客首頁 (42 bytes) () 12/12/2025 postreply 09:04:45

Yes, absolutely -bogbog- 給 bogbog 發送悄悄話 bogbog 的博客首頁 (0 bytes) () 12/12/2025 postreply 12:28:43

617, go go go. Just kidding -bogbog- 給 bogbog 發送悄悄話 bogbog 的博客首頁 (0 bytes) () 12/12/2025 postreply 12:30:21

AVGO @362 賣了不少put,今天權利金真是豐厚 -Harp- 給 Harp 發送悄悄話 (0 bytes) () 12/12/2025 postreply 09:39:34

期待下周到340 level 就賣 atm put -aw205- 給 aw205 發送悄悄話 (0 bytes) () 12/12/2025 postreply 10:49:03

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