Not fully agreed.
So your point is that AMD, NVIDIA, Google, Apple, and TSMC can remain unchanged if there are no fundamental changes.
I indeed didn’t make many moves, just felt bad seeing the pullback.
Small-cap and growth stocks are partly speculative and partly value investments.
For example, rare earth and commercial aerospace are short-term speculations, especially options, but long-term value investments.
Stocks like CLF and OSCR are speculative to me.
The B-circle is recognized in the long term, but the current way to make money is speculation.
The loss amount doubled today.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
