But the bar is pretty high. It is hard to predict the reaction. Option market doesn't really tell anything this time. Neutral to bearish. Pricing in a -9% drop. But I don't think it will be a big deal for such move,
Big funds just bought recent dip around $100. They are not likely to be sellers.
Hedge funds sold tech stocks 4 weeks in a row now. The sentiment isn't really overwhelmingly bullish which is good overall.
若持平或低于预期，可能会跳空向下，但这种可能性不大。因为各大公司都在搞AI，都需要吕某家的独门芯片。订单多到忙不过来。一次承包商TSM也是最大受益者之一。
AMD, AVGO, QCOM all reported good ER.
Meta, MSFT still spending big on data centers.
But the bar is pretty high. It is hard to predict the reaction. Option market doesn't really tell anything this time. Neutral to bearish. Pricing in a -9% drop. But I don't think it will be a big deal for such move,
Big funds just bought recent dip around $100. They are not likely to be sellers.
Hedge funds sold tech stocks 4 weeks in a row now. The sentiment isn't really overwhelmingly bullish which is good overall.
Hold no matter what happens tomorrow.