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Smart money reducing from 85% to 30% from the last 10 consecutive days. Resistant at 4.30, not much meat. 如果我说公司並没有拿到EV的project,你们一定会喷我。EV只不过是smart money goreng的topic吧了。
Fan-留多点cash, 明天NVDA 财报出。如果不盡理想，NVDA将大跌，这将帶动AMD, MU(已经大跌），TSM, 其它semicon 大跌。那么全球semicon 将大跌，殺high PE stock.现在是’忍‘的时候。再加上中國的经济成长放缓，look see look see and wait….
Fan-QR tomorrow. If you ‘think’ good QR, then hold. If you ‘think’ QR not so good, then time to let go and collect back at the lower price. 记得是捡飛刀，不是接飞刀。