Wordless, really wordless, the same thing as 1 or 2 years back when it went down to 120-140, I bought there but couldn't bear the negative news and then sold before the huge rebound. This bloody stock is ALWAYS OVERVALUED! I guess my valuation judgement has been really BAD BAD BAD! 

The AI server market is growing, and NVDA AI chips dominate but in 2024, I think AMD will also make gains. There's room to grow for both.

I brought NVDA in 2020 after the dip. And never border about all this stupid news.

I read into their business, product and competitors. Since this company is FAANG too (now Mag 7), nothing to worry about. Short term up/down is pretty normal.

When 2022 all time high, I took principal out. Now run on profit+profit.

I never care about overvalue or the stupid news cause this is a repeat history for I go through of All time high again. Nothing to loose either if it dip to 0.

Early last yrs I already ask here "why you guys so early sell away when the AI just start." 
AI still has many yrs to run. Like dotcom before burst.

AMD will take 2nd seat after NVDA. Of course, some competitors will come in looking at so good profit. But NVDA will continue dominate the market for sometime.

GPU chips are still in shortage. Data centers are booming and existing systems are upgrading. Just look at Malaysia now.

Foresee the stock split coming in this yrs if the price keeps going up. Save some bullets after the split if want to buy at a lower price.

A rising tide lifts all boats. Between NVDA and AMD, AMD has the lower entry price point atm. I read a recent analyst report that AMD's share for AI chips will increase this year. Certainly last few weeks AMD has given some good returns. Plan to enter on dips.

I don't read stock analyst reports only HW and tech analysts to understand the tech landscape.
Intel doesn't have much skin in the AI game yet AFAICT. AMD's advantage is its fab lite approach right now because the game is evolving so fast and implementers may look for a second source to nvda.AI based servers are still a small part of the market only so plenty of room to grow imho. Looking at AI chips plenty of competition from the likes of Meta, Goog etc in designing their own chips, but one common factor underpinning them is they are most probably gonna rely on the same foundry. There's another investment idea there...

In my experience, vertical integrated design and manufacturing is like an albatross. Either you do both in a somewhat mediocre manner or you do either design or manufacturing very well. Integrated manufacturers like INTC are last century. It's very difficult for them to adapt to a fast changing landscape. The days of predictable duopolies with ticktock milestone execution like Wintel are long gone. Wall Street these days prefer one trick ponies that do one thing very well quickly and efficiently rather all in one players. If you are looking for fast gains, i think fab lite is a better stock pick despite the obvious risks, at least in the current environment.

I was referencing the part where you said why buy intel.

But equipment makers are another good long term play for sure

TSLA price down looks attractive.

Time to load up.

US stocks are extremely volatile, not for the faint hearted or those with funds earmarked for retirement. Why not invest in US S&P etfs? I think they make a better proposition compared to gold. Just asked Daim.
Recently, I started investing in SPLG: apparently a s&p index etf with one of the lowest exp ratio.
Anyone here invest in s&p etf? Or any other US index etf? Please share your experience. Thank you.

The tax you referred to: is it capital gains tax or dividends tax? I trade CSPX as well, but the US domiciled s&p etfs trading fees are lower. So, if one is a trader, that would be an advantage.

I don't have the price and don't time the market.

The market now is top and might pull down anytime. With the TSLA dip now, if S&P pull down it will go down further. ~10%.

But this week also alot of important companies announced earnings. The market might go up further if positive earnings.

Let's wait for the clear sign.
If you compare to Bursa.

I get use to US market. So no feeling about volatile.

AAPL is not volatile while TSLA is. 
Kidding? Depend CT?

CT production is still very low and unprofitable even this yrs. But is almost sell out for this yrs production as what TSLA said. But TSLA didn't tell the number.

What an underperforming year  , especially against the benchmark.

Lucky have to be accountable for no one but myself, if not i would have suffer same fate as all those china bull managers.

Elon said during Q3, Tesla might dig his own grave with CT.

Didn't adjust your portfolio?  Probably you're hardcore China stock.

Recently I read some fund sifu experience and investment managers like BlackRock already abandoned the china market. Most are frustrated by their tune.