Yugeke

美股 / AI产业链 / 交易观察 / 个人笔记

[龙泉毅 @JOJO85871961]

酒楼金融戏局，一个视频带你看懂20个金融术语。市场有风险，入局需谨慎！

[Yugeke @mike82771432]

How should I put it...

I’m learning to stop chasing, wait for better entries, and take profits when they come.

The goal is simple:
Protect capital. Stay patient. Trade with discipline.
#Stocks #Trading

[Yugeke @mike82771432]

I earnings week starts now.

The market is looking for one thing: proof that AI spending is still accelerating.

Watching $QQQ, $NVDA and $TSLA closely. I’m staying patient and letting price lead the story—not predictions.

#Stocks

[Yugeke @mike82771432]

Tech stocks remain under pressure.

I’m watching QQQ closely:

• Buyers defend support = possible stabilization
• Lose support = more downside risk

No prediction. Just watching price action.

$QQQ $SPY $NVDA

[Yugeke @mike82771432]

June CPI came in cooler than expected:

• Headline: -0.4% MoM vs -0.1%
• Core: 0.0% vs 0.2%
• YoY: 3.5% vs 3.8%

Cooling inflation supports tech, but I’m not chasing the first move. Watching whether QQQ can hold the reaction.

$QQQ $SPY $NVDA

[Yugeke @mike82771432]

@pdicarlotrader The weekly support bounce is constructive.

For me, the key is whether $NVDA can reclaim the trend line and hold it with volume. A rejection there could still lead to another retest of support.

Confirmation first, then conviction.

[Yugeke @mike82771432]

@BeardoTrader The analog is hard to ignore, but I’d treat it as a risk map—not a forecast. If $SPY loses the recent breakout and fails to reclaim it, the comparison becomes more interesting. Price confirmation matters more than the pattern.

[Yugeke @mike82771432]

CPI day.

I’m not predicting QQQ’s next move.

Hotter CPI: pressure on tech.
Cooler CPI: watch for a reclaim.
Mixed data: expect volatility—don’t chase the first move.

Reaction matters more than prediction.

$QQQ $SPY $NVDA

[Yugeke @mike82771432]

交易中最危险的，不是判断错方向。

而是判断错了以后，不愿意承认错误，不断加仓，最后把一次正常的小亏损变成无法承受的大亏损。

现在给自己的规则是：

看错可以，重仓扛单不可以。

交易首先要活下来，之后才谈赚钱。

[Yugeke @mike82771432]

每天研究财富自由，账户负责让我保持清醒。

[unusual_whales @unusual_whales]

AI costs more than the people it replaced, per Forbes.

[Yugeke @mike82771432]

从QQQ/SPY看风险偏好 → SMH/DRAM看算力核心 → IGV/CIBR看软件安全 → BOTZ/QTUM看应用延伸 → GRID/URA/DTCR看电力与数据中心底座

[Freedom 250 @Freedom250]

JULY 4TH COVERAGE https://t.co/ZqF8N8Za6o

[小麦搞钱计划 @ma_zhenyuan]

https://t.co/0M36K1sivb

[Fox News @FoxNews]

BREAKING: President Trump cancels his housing news conference and signing event scheduled for today "until such time as we pass the desperately needed SAVE AMERICA ACT," which the president says he considers a national emergency.

[Market Rebellion @MarketRebels]

TRUMP: TODAY'S HOUSING NEWS CONFERENCE AND SIGNING IS HEREBY CANCELLED UNTIL SUCH TIME AS WE PASS DESPERATELY NEEDED SAVE AMERICA ACT

[CNBC @CNBC]

Treasury yields dip as oil falls to pre-war levels https://t.co/wV5G3h3usD

[Reuters @Reuters]

Gold extends fall to two-week low on firm dollar, Fed rate hike bets https://t.co/IsfeDy6EOM https://t.co/IsfeDy6EOM

[Fox News @FoxNews]

BREAKING: "Money that's being unfrozen is going to be used to buy food... exclusively through the United States from our farmers."

President Trump says corn, soybeans, and other agricultural products will be purchased from American farmers as part of the administration's latest progress with Iran.

"Our farmers are very happy... I've had a lot of calls. They were very happy about that."

[Mario Nawfal @MarioNawfal]

🇺🇸🇮🇷 JD Vance on a possible reset with Iran:

"We don't want to say no to the Iranians if they are willing to change their behavior.

Isn't a change of behavior exactly what we want?

And if they do that, of course we will change our relationship with them."

Writer: Daniyal