预期之中，Enjoy it while you can[扯脸H]

1️⃣.半导🧠体:On October 21st, Maggo said, "Wait for that person in Berlin at 5 PM tonight." The exam papers are in, and the answers weren't bad—NVDA up 2.54%, TXN exceeded expectations, analog chips up 32%. But A-shares only gave you CSI 50 down 1.59%, Cambricon down 2.79% today. So the next move is clear: Western Digital's earnings report after the market closes today or tomorrow morning (Bank of America target price raised to $800, option implied volatility ±9%). Before that, Maggo won't touch a single stock.

机🤖人:The one that ran off yesterday was the homogeneous position in "Yingda"; GF and Qianhai are still watching from the sidelines. The industry news is still being confirmed (Yusu Physics AI Conference, Musk's Optimus delivery by the end of next year), but these things have already been priced in by the market several times over. Those who have positions, hold on tight and don't panic; those who don't, don't be envious—these eight words are being copied here for the fourth time today.

创新💊:Keep building up my position, no more money added. The real trigger event is ESMO—opening on October 23rd tomorrow.

为什么这么说:Volume still hasn't picked up - this is already the seventh day. Stock prices can lie, but volume can't. Just because something's cheap doesn't mean it's a good buy

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