What 视野环球财经 said in this video:
- LRCXneutrallong-termEarnings beat across the board but the stock fell after hours; upside from 260 is limited, and only the 230-248 and 200-224 zones are reasonable long-term entry areas.Source
- GOOGLneutralshort-termCleveland Research flagged slowing ad trends late in the quarter, and Meta's ad-impression slowdown raises the question of an industry-wide issue; he cannot judge until Google's earnings next week.Source
- AI Capexneutralmid-termMeta said 2027 capex will grow but gave no figure, adding no new information; if the other three hyperscalers are equally vague, it is no tailwind for semis.Source
- METAbullishlong-termEarnings passed smoothly and conservative capex is good for shareholders; he narrows the long-term buy zone from 500-700 to 600-700, seeing sub-600 as unlikely.Source
- TSLAneutralmid-termHalf the free-cash-flow beat came from deferred spending, forcing either a Q4 capex cut or deeply negative Q4 cash flow; fundamentals don't justify buying at 300-plus, and he only trades swings while holding an old low-cost position.Source
- AMZNneutralshort-termAmazon had been flat, suddenly perked up in the last two days, and dipped again today, but he sees no big problem.Source
- GOOGLbullishlong-termGoogle is his fourth-largest holding with no major fundamental change; a pullback toward 298 has largely released the risk, and he sees dips as buying opportunities rather than reasons to exit.Source
- MSFTneutralshort-termMicrosoft has recovered among the mega-caps; its recent pullback is minor with no breakdown, so he leaves it alone.Source