What 视野环球财经 said in this video:
- MSFTneutralshort-termMega-caps were steady today, but the host adds nothing new and refers viewers to last week's episodes, with actions depending on individual positioning.Source
- GOOGLneutralshort-termMega-caps were steady today, but the host adds nothing new and refers viewers to last week's episodes, with actions depending on individual positioning.Source
- AMZNneutralshort-termMega-caps were steady today, but the host adds nothing new and refers viewers to last week's episodes, with actions depending on individual positioning.Source
- METAneutralshort-termMega-caps were steady today, but the host adds nothing new and refers viewers to last week's episodes, with actions depending on individual positioning.Source
- Market Breadthneutralshort-termCTAs are sellers all this week: mild selling above 7549, accelerating liquidation below 7084, and a flip to aggressive buying only above 7676.Source
- Market Breadthneutralshort-termHedge funds cut gross leverage 8.7 points in a week, the most since March 2020, with net exposure at a five-year low; recent gains partly reflect short covering, which can stop at any time and differs fundamentally from genuine buying.Source
- NVDAneutralshort-termThe host discloses NVDA as his second-largest holding and cut half at 174.2 after it broke 174. He plans to buy back at 132–150 on stabilization, or only 3% on a breakout above 194 with no further adds. He is not fundamentally bearish; a Jensen Huang departure would trigger a full exit.Source