112918 transaction and plan next

Bought 1000s Amat today. Still hold nvda 400s underwater. 

Next

1.  Trump has upper hands. A deal will be made. Trump needs to make a deal. But not to his satisfaction. He 是欲壑难填的。China will not give in all the things. So the deal is not perfect for both

2. Market response would be 60-70 positive and 30-40 %negative. 

3. So will buy more cautiously  

4. 具体操作：will buy more Amat Friday if can get in

5. I mentioned Amat many times. Here is why. Not recommendation:

6. Know this company and industry better than any other company or industry. Solid sheet on pe and dividends. 市场老大或老二。明年下半年order said to be better. High entrance level in technology. 中国同类公司一半会起不来。klac and Lrcx should also be an option  

7. Will buy another 3000-4000s. If wrong and market tanks, will average down to buy more. Then hold for long time like a few months

如错希见谅拙见。这里高人太多，望能多分享具体股票见解。谢