
Regarding NVIDIA, since it has already stabilized at 212.1, there's a high possibility that the main force will pull it up and then go for another wave. The earnings reports of the four giants should have strong certainty regarding capital expenditure, as can be seen from the supply shortage in storage.
Therefore, Dazi will hold firmly and add to the position on dips.
For storage, look for lower levels to add to the position again.
Then see which of the four giants gets beaten down and has bargains before deciding.
If all four giants take off, close your eyes, don't look, and play dead.
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