It still needs confirm. I thought MU and SNDK would drop

来源: 香虞 于 2026-01-30 13:45:54 [] [旧帖] [给我悄悄话] 阅读数 : (194 bytes)

today, and it did. I thought the peak time of NVDA passed as well. 

A good ER cannot reverse the trend.  ZM peaked when its forward PE was 10. 

 

所有跟帖： 

• Let’s see. NVDA and ZM are totally different animals -QQQ2074- ♂ 给 QQQ2074 发送悄悄话 (0 bytes) () 01/30/2026 postreply 13:55:59

• chip sector has its own cycle, not the same as qqq -香虞- ♀ 给 香虞 发送悄悄话 (0 bytes) () 01/30/2026 postreply 13:58:41

• 反正小心点好。MU 下跌肯定会带动半导体回调 -小松松- ♀ 给 小松松 发送悄悄话 (0 bytes) () 01/30/2026 postreply 14:14:48

• I know. Typically 3-5 years. we are still in the early phase -QQQ2074- ♂ 给 QQQ2074 发送悄悄话 (102 bytes) () 01/30/2026 postreply 14:01:39

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