明天盘后见分晓

现在就是横盘

应该会不错，我自己看到的几乎所有软件公司都在开发AI，搞AI没法避免需要GPU，除非个别大厂可以自己做ASIC。

全天下都知道女大会盈利超预期，就看财报有没有“但是”

整个高科技和AI可能都已经在完美价位（priced to perfection）。 没有“但是”就继续涨，反之一个“但是”就是地震。

一般的超预期还不行，必须要更超过才行。股价上必须冲过140，任何其它情况都是偏熊

我的期望值比较低，只要不大跌就可以了。

这个不行，逆水行舟 不进则退。期望值已经起来了，稍弱就会砸

米兔

Option of NVDA

Pricing in -9% implied move

Pricing a 50% chance to stay within a +/- 10% move

Pricing in 8% chance of -19% move

Pricing in 11% chance of +19% move

Overall, investors are nervous. Since every one is so nervous, I guess that we shall see an uptick after it reports.

Figure crossed. 

 

 

loaded with NVDA and QQQ with conviction. bought put just in cas

Excellent NVDA report = Nasdaq ATH in September

In that case, sky is the limit!