Audrey

Act the way you want to be, and you'll soon become that way.

[Audrey @Audri7618]

Mid- to Long-Term Industry Chain Investment: #NVDA, #MSFT, #Google

[Audrey @Audri7618]

Breaking News: SpaceX AI, a division of SpaceX, released Grok 4.5. Developed in collaboration with programming AI startup Cursor, this model aims to close the capability gap with OpenAI and Anthropic PBC.

[Audrey @Audri7618]

It can handle complex, long-process tasks spanning software engineering, legal, and financial services, and features significant cybersecurity upgrades to Cursor's previous single-purpose programming tools.

[Audrey @Audri7618]

I believe this is the calm before the storm, not the end of the rally, but rather a period of capital accumulation. Remain patient, closely monitor trading volume during earnings season, and then make a decisive move.

#NVDA #StockMarket #MU #TSM

[Audrey @Audri7618]

Based on a comprehensive assessment of the Nasdaq's overall trend and the performance of key stocks like NVDA, MU, and TSM, I remain firmly bullish on the AI ​​theme in the long term, but short-term consolidation and adjustment are a healthy sign of a bull market.

[Audrey @Audri7618]

Today's ultimate temptation of carbs and protein 🍳🥔🥩

The crispy, browned burger patty locks in all the juices. Cut open the fried egg on top and let the yolk slowly flow over the patty, instantly elevating the texture and flavor.

[Audrey @Audri7618]

Brief Commentary: The data was better than expected and the previous figure, highlighting the strong resilience of the US job market. Gold and non-US currencies are under short-term pressure.

#Trading #JoblessClaims #Forex

[Audrey @Audri7618]

On July 1, 2026, the U.S. Treasury Department officially announced the investment portfolio of the "Trump Accounts" (official code 530A account). This tax-advantaged savings plan for U.S. citizens under the age of 18 will officially launch on July 4, Independence Day.

[Audrey @Audri7618]

Second, corporate profits provide real support. AI-related capital expenditures have translated into orders and revenue for chip and memory companies, and the continued outperformance of corporate profits provides solid fundamental support for the market.

[Audrey @Audri7618]

The two main reasons behind the structural bull market are: First, the AI ​​wave continues to ignite market enthusiasm. Market expectations for AI chips continue to surge, fueling the entire semiconductor sector and driving chip and technology stocks higher.

[Audrey @Audri7618]

Intel is more suitable for high-risk investors, offering greater flexibility, but close monitoring of its foundry business progress and financial reports is necessary. Its investment value increases if the stock price pulls back to a reasonable range.

[Audrey @Audri7618]

AMD is more suitable for conservative investors due to its relatively high growth certainty; positions can be built in stages during pullbacks.

[Audrey @Audri7618]

This means the semiconductor industry is entering an era driven by AI computing power demand. As long as AI continues to thrive, semiconductors will continue to benefit.

[Audrey @Audri7618]

TSMC has always been one of my favorite stocks #TSM.

[Audrey @Audri7618]

At its latest closed-door meeting, TSMC projected that the global semiconductor market will surpass $1 trillion this year and reach $1.5 trillion by 2030, with demand primarily driven by high-performance computing and AI, accounting for 55% of the overall market.

[Audrey @Audri7618]

If a deal is reached, it would help SpaceX move toward its goal of becoming a more direct-to-consumer mobile phone service provider.

[Audrey @Audri7618]

Space exploration technology company $SpaceX and $CHTR have held executive-level talks about collaborating to provide consumer-oriented mobile phone services.

[Audrey @Audri7618]

Charter Communications, the largest home internet service provider in the United States, could handle some of SpaceX's mobile traffic through its terrestrial internet infrastructure the same way it currently operates its mobile service.

[Audrey @Audri7618]

A cup of coffee can solve many problems

[Audrey @Audri7618]

Manhattan has recently cracked down on unlicensed motorcycles.