What 老李玩钱 said in this video:
- QQQneutralshort-termThe host views today's surge as a technical oversold bounce, not a reversal; he expects possible retests of support or sideways consolidation and urges caution.Source
- NVDAbullishlong-termThe host says the Huang scandal does not change NVIDIA's fundamentals; he added 4 shares at $176.53 below his $177 add line to reach his 180-share target, and stays bullish long-term.Source
- NVDAbearishshort-termNear-term, the host expects NVDA to stay under pressure as the market digests the news, with possible consolidation or further drift lower, so he advises patience before buying.Source
- MSFTbullishlong-termCiting Microsoft after the Gates scandal, the host notes such events only pressure the stock short-term while long-term prices keep making new highs; Microsoft is one of his holdings.Source
- AMZNbullishlong-termUsing Amazon's Bezos episode as an example, the host says such scandals hit the stock short-term but leave the long-term trajectory intact.Source
- AAPLbullishlong-termApple is cited as proof that even losing a figure like Jobs only dents the stock short-term; after digestion the price kept rising long-term.Source
- NVDAneutralshort-termInto next Tuesday's earnings, options price a ±10% move and the market will be extra demanding after the scandal; a post-earnings drop is likely, so add cautiously in small batches.Source
- AMDneutralmid-termAfter AMD's 13% pop, the host advises against chasing above $500 given its richer valuation and weaker growth versus NVIDIA; he would only consider buying below $460.Source