有跡象顯示GPU出口管制正在放寬，所以現在是時候逐步買回$NVDA。
雖然$NVDA 被低估，但近期被Google的TPU和其他ASIC晶片壓制。
不過從長遠來看，GPU和ASIC晶片將會長期共存，主導地位還是GPU。
週三Jensen與川普會面，雙方討論了晶片出口限制問題。
美股牛市的再次啟動，少不了Nvidia的強勢回歸。
可以計劃在180到160之間分批買入$NVDA 。

英偉達合理價格爲220，黑五打折分批買！
180.5加倉了 $NVDA
根據昨天英偉達財報的EPS和增速，更新測算了合理價，220是$NVDA 合理價，黑色星期五的打折不要錯過。
下圖的Put/call ratio和VIX都顯示，美股 $SPX 的底部就在眼前。
做好倉位管理，分批買入優質標的。
The fair value for NVIDIA is 220 — Buy the Black Friday discount sale!
Just bought more $NVDA at 180.5.
Based on yesterday’s NVIDIA earnings (EPS and growth rate), I recalculated the fair value. 220 is the fair price for $NVDA, so don’t miss the Black Friday discount.
The Put/Call Ratio and VIX in the chart both indicate that the bottom of $SPX is near.
Manage your positions well and buy quality tickers in batches.

224買入了 $AMZN, 488買入了 $MSFT
4個監控信號顯示，本週是抄底美股的時機；
等待明晚英偉達財報；
大概率beat，但需要看機構是否sell the news；
若是拉升，空頭燃料足夠，感恩節行情就要開啓了。
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 Wall street will sell the news.
If the stock rallies, the Thanksgiving rally is about to begin.

買了點 $KWEB 39.9
幾個中概頭部公司財報都不錯；
港股也在跟隨A股走強。
$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.

AI泡沫的恐懼，讓美股迎來像樣的回調；幣圈退場的資金已經如飢似渴；
425買入了 $TSLA
182買入了 $NVDA
SPX目前6675，到6650區間，計劃分批買入優質標的。
11-12月幾個利好，在路上。
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 bullish news are on the way in November and December.

短線波段：現價102.5K-99K分批買入 $BTC
有效跌破98K止損；
計劃107-110K止盈
Short-term swing trade: buy $BTC between 102.5K–99K.
Set SL at 98K.
TP in the 107K–110K range.

$SOL ETF落地，現價202.7止盈了部分現貨
雖然漲幅不多，但按交易紀律，止盈了部分 $SOL 現貨，並上推了止損。
$SOL ETF has been approved. Took partial 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.

剛出爐的AAII指數散戶投資者極度悲觀，美股將在中美貿易衝突中震蕩上行
本週AAII指數，散戶投資者看空比例暴升到46.1%，淨看多比例快降爲-12.4%；
同時，VIX指數在高位，有回落需求；市場參與度在中位；
這將驅動美股 $SPY $Q ，易漲難跌；
10月31日APEC會議，中美元首將會面，屆時就是利空落地；
結合10月29日的降息，和12月10日的大概率降息，11月行情值得期待！
所以APEC前這一兩周內，逢低買入優質或熱門標的將在11月帶來不錯的收益；
美股熱門板塊，稀土、量子、核能，大跌時分批買， $MP $RGTI $OKLO
加密幣， $BTC $ETH $SOL 將被美股帶動，在11月走完最後一波行情。
耐心布局。
The AAII Index shows retail investors are extremely pessimistic, suggesting $SPX will continue a choppy upward trend amid U.S.-China tensions.
The latest AAII survey shows the bearish sentiment among retail investors has surged to 46.1%, with the net bullish sentiment dropping

買了些 $LTC 121, $DOGE 0.258, $SOL 231
預計美國政府開門後，SEC會在1個月內通過上面幾個加密幣的現貨ETF；
應該會有一波炒作。
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.

降息落地，市場震蕩消化後，Q4行情值得期待
幣：
237加倉了 $SOL ,4500加倉了 $ETH ,
美股：
131買入了 $CRCL, 120.5買入了 $CRWV
目前市場參與度不高，情緒偏低，9月震蕩後，Q4行情值得期待！
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 and sentiment remains weak, after the September consolidation, Q4 looks promising!

現價323 買了點 $COIN
明天CPI若有回測，再補點；
Bought a little Coinbase.

164.5買了點英偉達 $NVDA
$AVGO 對英偉達業務的威脅被誇大了；
若繼續下跌，164-153區間，會分批買入；
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 買了點小米集團
逆勢放量突破；
主力資金流入；
新手機或機器人炒作；
港股蠢蠢欲動。
54止損。
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.

第四季度重要的交易機會—— $SOL
SOL/ETH, SOL/BTC匯率均突破了(如下圖)；
鏈上行情已經低迷了6個月了，結合Q4 $SOL ETF的大概率通過，接下裏應該有一波大機會；
置換了點 $ETH $BTC 到 $SOL;
現價211-185，分批買 $SOL 也可以。
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 probability of a $SOL ETF approval in Q4, a major opportunity could be ahead.
I’ve swapped some $ETH and $BTC into $SOL.
Buy $SOL from 211 to 185 in batches is also a good strategy.

計劃等下夜盤19.97左右買入英特爾 $INTC
周一陳立武和Trump會面握手言和概率稍大；
止損價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.

大非農趨冷，5-6月就業崗位增幅均大幅下調，9月降息概率從45%升至75%
美元大跌，行情還要折騰折騰， $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

今晚Figma IPO，不容錯過
按目前市場熱度，市值應該能漲到400億美金以上；
Figma基本面優秀，我投資的公司基本都在用；
其又在AI賽道，應該會有不少熱錢追逐；
計劃今天在35-60區間，分批買入 $FIG 。
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 should attract plenty of hot money.
I plan to buy $FIG in batches within the $35–$60 range today.

現價3763加倉了點 $ETH, 187加倉了點 $SOL
以太萬幣鯨魚的瘋狂吸籌（下圖），加上ETF的持續大額流入，讓這波回調很淺；
現價加倉了點，並在3000-3700分批掛了 $ETH 限價買單；
$SOL 的ETF 10月左右應該能落地，看是否會提前炒作一波，170-185分批掛了限價買單。
Added some $ETH at the current price of 3763 and some $SOL at 187.
The aggressive accumulation by ETH 10K whales as chart below, along with continued large inflows into ETFs, has kept this pullback relatively shallow.
Added a bit more at current levels and placed staggered limit buy orders for $ETH between 3000–3700.
As for $SOL, its ETF is expected to launch around October — let’s see if there’s a wave of speculative buying beforehand. I’ve set