I got up at four to check the market situation. Microsoft rose first and then fell, while Amazon fell first, then rose, then fell, and then rose again. Mate just went straight down.

Google's revenue and AI growth speed are undeniable; it should rise. An expected increase of around 8% tonight doesn't offer good value for us, so there's no need to buy.

Meta bottom-fishing? Only a fool would go now. Other opportunities are coming soon, so there's no need to bottom-fish at this moment. Its capital expenditure has increased again, and that's the biggest worry right now.

Microsoft, simply put, is a piece of trash. Wall Street has basically given up on Microsoft. Cloud service growth is slowing, and the annual expenditure budget has hit a new high. The market is already worried about whether it can continue to make money in AI. Last quarter was 39%, this quarter is only 40%, a mere 1% growth! A major taboo.

Qualcomm is actually the weirdest. First, guidance fell short of expectations, leading to a sharp drop. Then it told an AI story, and the market bought it. The core of the earnings call was that the smartphone market will rebound in the second half of the year, Chinese market demand is about to return, and AI data centers are about to be implemented. The market pulled it up by over ten points, but this easily leads to opening high and closing low, so I'm not participating either.

What can be participated in today is Western Digital and SanDisk! I set a market-on-close order to buy. Will you guys chase it in the night session? But I suggest you do. As for how to manage your position? I'll give you a suggestion for reference.

Assuming you have forty thousand dollars, I suggest buying around ten thousand dollars worth of one stock (at most use up your principal, don't gamble with full margin). Earnings reports don't guarantee a rise. Strictly avoid full positions and margin trading, as it's easy to get slaughtered for missing expectations. If your position isn't full enough, make sure to fill it tonight, and quietly wait for the earnings report during the May Day holiday.

As for Micron, no need to buy it, just buy Western Digital and SanDisk.

$Micron Tech(MU.US)$Western Digital(WDC.US)$Sandisk(SNDK.US)