芯片出口管制有松动迹象，是时候逐步买回 $NVDA 了
$NVDA 虽然被低估，但近期被谷歌TPU和其他ASIC芯片压制；
但长期来看，GPU和ASIC芯片将长期共存，主导的还是GPU。
周三Jeson会见了特朗普，两人讨论了芯片出口限制问题。
美股的牛市，离不开英伟达的再次雄起。
现价180到160可以分批买入 $NVDA
There are signs that GPU export controls are easing, so it’s time to gradually buy back $NVDA.
Although $NVDA is undervalued, it’s recently been overshadowed by Google’s TPUs and other ASIC chips.
In the long run, though, GPUs and ASICs will coexist for a long time, with GPUs remaining the dominant force.
On Wednesday, Jensen met with Trump, and the two discussed chip export restrictions.
A U.S. bull market can’t really take off wit

The reasonable price for Nvidia is 220, buy in batches during Black Friday sales!
180.5 was added to the position $NVDA
Based on yesterday's Nvidia earnings report's EPS and growth rate, I updated the reasonable price calculation. 220 is the reasonable price for $NVDA , don't miss the Black Friday discounts.
The Put/call ratio and VIX in the image below indicate that the bottom of the US stock market $SPX is just around the corner.
Manage your position well and buy quality targets in batches.
The fair value for NVIDIA is 220 — Buy the Black Friday discount sale!
Just bought more $

224 bought $AMZN, 488 bought $MSFT
Four monitoring signals indicate that this week is the time to buy the dip in U.S. stocks.
Waiting for NVIDIA's earnings report tomorrow night;
Highly likely to beat, but it depends on whether institutions sell the news.
If there is a rise, and the short position fuel is sufficient, the Thanksgiving market is about to begin.
Bought $AMZN at 224 and $MSFT at 488.
4 signals suggest that this week is a good time to bottom-fish U.S. stocks.
We’re waiting for NVIDIA’s earnings tomorrow night.
It will most likely beat expectations, but we need to see whether

Bought some $KWEB 39.9
Several leading Chinese concept companies have reported good earnings.
Hong Kong stocks are also strengthening following the A-shares.
$Tcehy $BABA $PDD $JD
Bought some $KWEB at 39.9
Several leading Chinese companies have reported solid earnings;
HSI are also strengthening along with China stock market.

The fear of an AI bubble has led to a decent pullback in the US stock market; the funds exiting the crypto world are already ravenous.
425 bought $TSLA
182 bought $NVDA
The SPX is currently at 6675, within the 6650 range, and plans to buy quality targets in batches.
Several favorable factors are on the way in November and December.
Fears of an AI bubble have triggered correction in $SPX, while sidelined fund from my crypto is now hungry to re-enter.
Bought $TSLA at 425 and $NVDA at 182.
With the $SPX now at 6666, planning to accumulate quality tickers gradually to the 6650 range.
Several bu

Short-term swing trading: current price 102.5K-99K buy in batches $BTC
Effective stop loss below 98K;
Plan to take profit at 107-110K
Short-term swing trade: buy $BTC between 102.5K–99K.
Set SL at 98K.
TP in the 107K–110K range.

$SOL ETF has been launched, the current price is 202.7, and part of the Spot has been taken profit.
Although the increase is not significant, according to trading discipline, I took profit on part of $SOL Spot and adjusted the stop loss upwards.
$SOL ETF has been approved. Took partial take profit on SOL Spot holdings at the current price of 202.7
Although the gain isn’t huge, I followed my trading discipline — TP some and moved up the stop loss.

The freshly released AAII index shows that retail investors are extremely pessimistic, and the US stock market will fluctuate upward amid the China-US trade conflict.
This week, the AAII index shows that the proportion of retail investors who are bearish has soared to 46.1%, while the net bullish ratio has quickly dropped to -12.4%;
At the same time, the VIX index is at a high level, showing a demand for a pullback; market participation is at a median level;
This will drive the US stock market $SPY $Q , easier to rise than to fall;
At the APEC meeting on October 31, the leaders of China and th

Bought some $LTC 121, $DOGE 0.258, $SOL 231
It is expected that after the U.S. government reopens, the SEC will approve the spot ETFs for several of the above cryptocurrencies within one month.
There should be a wave of speculation.
Bought some $LTC at 121, $DOGE at 0.258, and $SOL at 231.
I expect that after the U.S. government reopens, the SEC will approve spot ETFs for these cryptocurrencies within a month, which should trigger a wave of speculation.

With the interest rate cut implemented, after the market shakes and digests, the Q4 market performance is worth looking forward to.
Coin:
237 increased their position in $SOL, 4500 increased their position in $ETH,
U.S. stocks:
131 bought $CRCL, 120.5 bought $CRWV
Currently, market participation is low, sentiment is bearish, after the fluctuations in September, Q4 market performance is worth looking forward to!
Rate cuts came, the Q4 rally is worth looking forward to.
Crypto:
Added $SOL at 237, added $ETH at 4500.
Stocks:
Bought $CRCL at 131, bought $CRWV at 120.5.
Market breadth is not high a

Current price 323 bought some $COIN
If there is a pullback in CPI tomorrow, I'll add some more.
Bought a little Coinbase.

Bought some Nvidia $NVDA for 164.5
The threat of $AVGO to NVIDIA's business has been exaggerated;
If it continues to drop, I will buy in batches in the 164-153 range;
Bought some $NVDA at 164.5.
The threat from $AVGO to Nvidia’s GPU is overstated.
If it continues to decline, I’ll buy in batches in the 164–153 range.

55.9 bought some Xiaomi Group
Breakthrough with increased volume against the trend;
Main capital inflow;
New phone or robot hype;
Hong Kong stocks are stirring.
54 stop loss.
Bought some Xiaomi Group at 55.9.
Counter-trend breakout with big volume;
Inflow of institutional funds;
Hype around new smartphone or robot products;
Hong Kong stocks showing signs of upward momentum.
Stop loss at 54.

Important trading opportunities in the fourth quarter - $SOL
The exchange rates of SOL/ETH and SOL/BTC have both exceeded ( as shown in the figure );
The on-chain market has been sluggish for 6 months, and with the high probability of the Q4 $SOL ETF passing, there should be a big opportunity coming next.
Swapped some $ETH $BTC to $SOL;
Current price 211-185, you can also buy $SOL in batches.
Important Q4 Trading Opportunity — $SOL
Both the SOL/ETH and SOL/BTC pairs have broken out ( as shown in the chart below ).
On-chain activity has been sluggish for the past six months, but with the high p

Plan to buy Intel $INTC around 19.97 during the night session.
On Monday, the probability of Chen Liwu meeting Trump and shaking hands to reconcile is slightly higher;
Stop loss price 19;
Plan to buy Intel $INTC this night at around 19.97.
There’s a high probability that Intel CEO and Trump will reconcile on Monday.
SL at 19.

The big non-farm employment report is cooling, with the job growth for May and June significantly revised down, and the probability of a rate cut in September has increased from 45% to 75%.
The US dollar has plummeted, and the market still needs to be tossed around, $SPX $BTC
The Nonfarm Payrolls report is cooling down, with job growth for May and June significantly revised downward.
The probability of a September rate cut has risen from 45% to 75%.
$DXY has plunged — expect more market turbulence ahead. $SPX $BTC

Tonight's Figma IPO is not to be missed.
Based on the current market popularity, the market value should rise to over 40 billion US dollars.
Figma has excellent fundamentals, and most of the companies I invest in are using it.
In the AI sector, there should be quite a bit of hot money chasing after it.
Plan to buy $FIG in batches today in the range of 35-60.
Figma IPOs tonight — not to be missed.
Given the current market enthusiasm, its valuation could exceed $40 billion.
#FigmaIPO has strong fundamentals — nearly all the companies I invest in are using it.
It's also in the AI sector, which s

The current price is 3763, increased the position of $ETH a bit, and increased the position of $SOL by 187.
The crazy accumulation of Ethereum whales (as shown in the picture below), along with the continuous large inflow of ETFs, has resulted in a shallow pullback this time.
I have increased the position at the current price and placed limit buy orders for $ETH in batches at 3000-3700.
The ETF for $SOL is expected to be launched around October, let's see if there will be some speculation beforehand, placing limit buy orders in batches at 170-185.
Added some $ETH at the current price of 3763 a