Nov 5, 2026: 10 influencers on MU, NVDA, TSLA

NNaNa说美股QQQQQBUYM-term · Medium-term · ExplicitSPSPYBUYM-term · Medium-term · Explicit

目前这个阶段，我认为抄底最好买大盘，比如QQQ和SPY，规避半导体，因为暴跌后，指数修复的比个股快。

SSerenityGLGLXYBUYM-term · Medium-term · Leaning

The $GLXY CEO sees a massive disconnect between where Galaxy trades and what the company is worth, and is buying more stock. Good vote of confidence to see colo executives calling out fundamental disconnects amid sector liquidations.

老老李玩钱AMAMDBUYL-term · Long-term · Explicit

AMD成本已经全收回来了，AMD这80股的底藏会继续留着长期持有，不打算再加仓或减仓。