Korea GCR 🌏
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294
Підписники
Немає даних24 години
+17 днів
+130 днів
Архів дописів
294
imma follow his trades next time
been watching his channel closely for weeks
he is so good la
294
Repost from DYOR 투자 - 아는 것이 힘이다
3월 미국-이란 전쟁때 코스피 MDD 20% 수준.
현재 MDD 18.5%. 삼전닉스 이익 추정치 상향으로 밸류에이션은 더 싸졌음.
강세장이 끝나지 않았다고 믿는다면 충분히 매집할만한 구간
294
Repost from degen trading
mkt open 23 Jun 26
Writing a little more because of the texture of the moves thus far in the open - much to talk about.
1. Memory cratered, i expect bounces here to be kept on a lid as traders re-assess before $MU earnings tomorrow.
2. Neocloud weakness BUT $NBIS shows why it is the leader of the neoclouds with the pre mkt dip quickly eaten up to $265.... though i would expect this to fade as well if the overall mkt remains soft.
3. Memory pooling is also broadly down ~6-10% with $ALAB, $PENG, $CRDO all taking a hit.
IMO - this while this downdraft is a technical selling, the fragility in the system built up by the sheer amount of leverage makes it a volatile concoction - i would expect some range expansions.
Again, levels im looking at - 245 on $NBIS, 600 on $SMH 900 on $MU
Do not disregard that just because this is technical selling or a leverage clean out that its no biggie. Because the moves can extend further than people think. Hence why i recommended trimming leverage prior. I dont know your book so i cant in good conscience recommend you what to do. But for those who cant sleep.... well.. think about whether you want to eat well or sleep well.
good luck!
