彩子
2025.10.24 10:27

$Ferrari(RACE.US) can still be boarded now, riding on the volatility before next week's earnings report. If you don't board today, don't board after next Tuesday. The volatility might peak by then. This earnings report could really bring surprises, but if you don't act now, it's better to skip it—the risk isn't worth it.

This is something I particularly regret.

Back then, if I had kept some positions after cutting and switched to lower-priced ones, it would've been better, but I swapped everything. Otherwise, I wouldn't have lost a single cent in this big drop. The volatility back then confused me, and now it's picking up again. This was a very failed trade. But I still see this stock at 420~450. It might hit that around earnings—next weekend to November 3rd, the Monday after next. I've emphasized this many, many times.

The stock has been called from 380 to now almost 410.

$Coreweave(CRWV.US) has been emphasizing to ignore these days. Be patient. There are still results to see. The view remains: if you have positions, hold them; if you're heavily invested, don't add more; if you don't have positions, you can start small and diversify. Long-term, it's upward. In the short term, when the market surges, its gains won't match the rebounds of other high-risk stocks that have fallen.

Lately, pay more attention to China-US trade stocks and niche manufacturing stocks. I feel these should be the focus for the next two weeks, especially China-US trade stocks like Alibaba. High-risk ones? Those oversold small and mid-cap stocks, including CRWV (still, wait for the acquisition to finalize—don't buy near-term options during this period).

Finally, here are some high-risk ones: $IREN(IREN.US), $Rocket Lab(RKLB.US), $AST SpaceMobile(ASTS.US), $Navitas Semiconductor(NVTS.US), $Applied Digital(APLD.US), and those in the crypto space. Their rebound potential is higher. If you can take the risk, these will give you much higher returns than other stocks.

So many annoying things these past two days... 😂 One after another.

Not just about missing gains or losing money in the market, but also the jerks in life.

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