Just a few random thoughts on next week's market: Barring any unforeseen circumstances, AI will likely continue to drive the US stock market.
Although NVDA hasn't risen for a long time, its related supply chain is still performing well. The strongest narrative is to continue embracing it; even if you're going to die, die on a hot topic. As for MU, it greatly exceeded my expectations, locking in orders for two years, which means that customers are really willing to pay any price to get the goods. Moreover, their capital expenditure is relatively restrained, which means that these memory giants know about the past disasters and don't want them to happen again.
Aside from AI, the other notable sectors are commercial rockets, stablecoins, uranium, and optical communications, all of which have performed exceptionally well and are concepts I'm closely monitoring.
Taiwan Stocks:
I've started buying some defensive stocks that I absolutely refuse to sell, such as Sakura XD. I've also established positions in some deeply undervalued construction and Chinese lending companies, where the odds of buying are still very good. As for TSMC, I'm definitely holding on to it. It's strange that Taiwanese people don't buy TSMC, considering that all of Taiwan's elites are working for the shareholders. I expect that if a crash occurs next year, Buffett will buy back TSMC, because TSMC has been setting up overseas factories for a long time, reducing a lot of uncertainty due to political factors.
Crypto:
The altcoin market remains volatile, and I don't recommend ordinary people try it; it's mostly just women looking to profit from it. Although BTC and Ethereum have seen a relative rebound, sentiment is still low, so I don't recommend short. Let's be conservative and see how much further the rebound can go. I still find it unbelievable that the recent crash only reached 80,000; shouldn't previous crashes have gone to 74,000 or 69,000? BTC's traditional resilience has indeed increased significantly.
