U.S. corporate earnings upgrades are slowing, semiconductors have rebounded sharply, while institutions are also building bearish put positions. This piece explains the real logic behind Nvidia’s reduced memory content in rack systems and what it means for the storage industry, analyzes the core value in Apple’s WWDC that the market has underestimated, and combines inflation data and earnings from leading companies to outline short-term trading ideas.
Cross-border Finance
Warning: U.S. earnings growth is slowing! Has the semiconductor pullback ended? Semi-Analysis was proven wrong! The market completely misread Apple!
The content of this site is for learning and communication only. It does not provide financial services such as account opening, margin financing, entrusted asset management, insider trading, etc. Do not trust any private messages recommending stocks or following trades on this site.
