Nov 10, 2026: 3 influencers on MU, NVDA, MSFT

美美股仙人（全网吹存第一人）MUMUBUYL-term · Long-term · Explicit

存储在700的位置横盘4天，每天都有灭顶之灾般的利空，但股价都抗住了；半导体冷到离谱，会轮回来的，我感觉已经很近了。Buy the dip，长期持有。

美美股 | 价值罗盘QQQQQBUYS-term · Short-term · Conditional

$QQQ现在回落到670附近并不是坏事，我想看到价格守住668上方，这是最重要的；CPI带来回调没什么问题，大家都知道数据会偏热。

SSerenityCOCOHRBUYM-term · Medium-term · LeaningAAAAOIBUYM-term · Medium-term · Leaning

$COHR is probably the best risk adjusted laser player now, for people who don't like uncertainty. $AAOI has extreme demand visibility but execution uncertainty, and a new $5B-$7B LTA would be a catalyst for recovery.

美美股仙人（全网吹存第一人）NVNVDABUYM-term · Medium-term · Conditional

达子让子弹再飞一会，看看到底怎么个事，老黄能不能流下来，等靴子落地再买不迟。Buy the dip，长期持有。