投資 TLAK 君''

[投資 TLAK 君'' @kamlexiii]

@JianhaiHe @TJ_Research https://t.co/TDKF4Rycdh 战略计划！

[投資 TLAK 君'' @kamlexiii]

@TJ_Research https://t.co/TDKF4Rycdh 战略计划！

[投資 TLAK 君'' @kamlexiii]

@TJ_Research https://t.co/TDKF4Rycdh 战略计划！

[投資 TLAK 君'' @kamlexiii]

@TJ_Research https://t.co/TDKF4Rycdh 战略计划！

[投資 TLAK 君'' @kamlexiii]

@TJ_Research https://t.co/TDKF4Rycdh **

[投資 TLAK 君'' @kamlexiii]

July tech entry zones (tactical):
$NVDA ~$190-200 support;
$TSM ~$410-430;
$AVGO ~$240-260;
$AMZN ~$230-240;
$MU ~$110-120.
Buy on dips when catalyst confirms, small positions, 3-6 month view on AI cycle

[Harrison Full-time Trader @stratos2448]

$AMZN Trainium3 ramp: 20-30% Q3 custom silicon shipment boost signals strong internal AI optimism & rack-scale production starting July. Hyperscaler capex tailwinds intact for $NVDA/$AVGO/$GOOG supply chain.
Practical: $AMZN core holding; watch for broader AI infra spillover

[投資 TLAK 君'' @kamlexiii]

Gold's just stuck in a quiet range with no clear direction right now. Bulls and bears are both taking it easy, and the action's definitely slowed down. Maybe it's because of the World Cup ⚽📉

[投資 TLAK 君'' @kamlexiii]

$NFLX looking rough, seriously.

Cheapest it’s been in a long time, but every time I almost buy, I stop myself:

- no huge hits like Squid Game driving growth
- they tried buying WBD, ROKU, now LION—feels like they can’t make their own stuff
- last EPS beat? that $3B br

[投資 TLAK 君'' @kamlexiii]

Word on the street is UK PM Keir Starmer is close to stepping down, according to the Financial Times. 👀🇬🇧

[投資 TLAK 君'' @kamlexiii]

🇺🇸🇨🇭 The U.S. team just landed in Switzerland for Iran talks.

That can only mean one thing: the peace deal is about to be signed.

Huge for the markets 📈

[投資 TLAK 君'' @kamlexiii]

Well... that's really frustrating.
https://t.co/TibvGiCNLu

[投資 TLAK 君'' @kamlexiii]

Stock futures are ticking up as everyone waits for the Fed’s move and keeps an eye on that potential Middle East peace deal 🤞 $SPY $QQQ

[Ole S Hansen @Ole_S_Hansen]

The latest long liquidation across hard assets has been broad-based, highlighting a macro-driven adjustment rather than weakness tied to any single commodity. Rising inflation expectations, higher bond yields, a stronger dollar, and growing speculation that the Federal Reserve may need to maintain a restrictive stance for longer have combined to pressure the sector.

The Bloomberg Commodity precious metals index has fallen 11.4% so far this month and is now down 5% year-to-date. Industrial metals have proven somewhat more resilient, declining 3.8% on the month while still holding gains of around 11% for the year.

While the less liquid silver and platinum markets have led the sell-off, with month-to-date declines of 15.5% and 13.5% respectively, losses have been widespread across the complex. Even copper, which remains one of the strongest-performing commodities over the past year, has come under pressure. COMEX HG copper is however only down just 2.3% this month and continues to hold above key support around USD 6.15 per pound, while maintaining a premium over LME copper as traders await the end-June deadline for the US administration's review of potential copper tariffs.

[投資 TLAK 君'' @kamlexiii]

In May, the feds collected $336 billion but spent $628 billion. Yeah, don't try balancing your budget like that at home.

[投資 TLAK 君'' @kamlexiii]

@rdd147 从3块到割肉，我也在那趟车上。这公司产品是真好用，但赚钱路子一直没走通，感觉就是个被市场宠坏的孩子。

[Roger @rdd147]

$SNAP probably has 2 years left before somebody buys it for $100 million. Evan fleeced investors again before admitting ad revenue was falling and there is just is no path forward. Was bullish for 2 days in $3 range. Can’t anymore.

[投資 TLAK 君'' @kamlexiii]

Ok sooooo… WHY is the market tanking??

[投資 TLAK 君'' @kamlexiii]

@PBInvesting Nice execution on that setup. Did you scale in or just one entry at the retest?