Enkhmanal 🟠

🗳️ Midterms AI trade-ийг эрсдэлд оруулах уу? Америкийн midterms-ийн дараах зах зээлийн уналт, дата төвийн бодлого, AI-ийн эрэлт ба хөрөнгө оруулалтын дараагийн алхам. Gina Hinojosa, Tom Lee, Cathie Wood, Ron Baron нарын ярилцлага болон миний дүгнэлт. Мөлжүүртэй Булан moljuurtei.com

ACM Research ($ACMR) reported $367.7 million in Q3 sales on November 5, up 36.6%, and said it had shipped a production panel plater in October. The August thesis was that more of the equipment budget would follow the way chips are assembled: every new layer adds surfaces to clean and connections to plate, and rectangular carriers give some large packages a better fit at the edge. The quarter added evidence on both fronts. Cleaning went from a 14.2% Q2 decline to 16.1% Q3 growth, while plating, furnaces and other tools grew 82.9%. Management raised 2026 sales guidance to $1.24–$1.28 billion, but GAAP gross margin fell to 41.5% from 42.0%. The case for a broader equipment business is stronger. Repeat panel orders, new tool qualification and steadier margins are the tests ahead. China concentration, export controls and the terms on which cash can move from the Shanghai subsidiary still matter to Nasdaq shareholders. moljuurtei.com/blog/acmr-bey…

Засгийн газрын танилцуулсан захидалд Оюу толгой 2027 онд ногдол ашиг хуваарилахаар төлөвлөж буйг дурджээ. Эзэмшлийн хувиар хуваарилахад төрийн 34%-д 3 их наяд ₮ ногдвол нийт дүн 8.8 их наяд ₮ орчим болно. Дараагийн баримт: баталсан дүн, төлөх огноо. mongolia.gov.mn/news/view/27…

This shows just how unusually strong the overnight market is. Perhaps further evidence that $NVDA has bottomed. $SPY $ES

On Holding-ийн III улирлын борлуулалт 17.2% өсөж, 931.4 сая швейцар франкт хүрлээ. Нийт ашгийн хувь 72.6%, АНУ-ын гаалийн татварын буцаан олголтыг хасвал 66.9% байв. moljuurtei.com/news/news-on-…

Барааны худалдааны ашиг эхний 10 сард $6.89 тэрбумд хүрчээ. ГЕГ-ын ес, аравдугаар сарын тайланг тулгахад аравдугаар сард $413 саяар нэмэгдсэн нь эхний есөн сарын дунджаас ($719 сая) 43% бага байна. gov.mn/news/n/e4a7 gov.mn/news/n/c8fe

Sell your $NVDA guys since it is such a bubble and Jensen is such a bad person.

Yup that marked the bottom for today $SPY

I think $AMSC looks like a good buy at these levels.

I think I was right about the market bottoming when $SPY and $SVIX retested their support levels simultaneously.

Just happened, but $VIX is still above $20, and $NVDA still hasn't found support. Red CPI days tend to be followed by green days, so tomorrow looks constructive at this point. $SPY

Nope, it was a fake breakout. Ideally, we want $SPY to avoid even touching $745.

Maybe the market just needs $NVDA to find support. This looks like a good spot for $NVDA, at least for today.

Looks like the market is starting to resolve higher from the wedge. $SPY

Decent chance of a bottom forming if both $SPY and $SVIX test their gamma levels around $745 and $22, respectively. So far, $SPY has just been grinding lower.

If $NVDA somehow drops to $150, I think it would be an amazing buying opportunity.

$SPY can't seem to get back above $750. I think $VIX is the key now. We need $VIX below 20 to turn bullish. Otherwise, the trend is clearly down for now.

Historically, November has been a strong month for Bitcoin miners. $MARA is showing some impressive strength today, up over 10%.

It's funny how many AI memes are circulating over one man's blunder. Seems like we've reached peak bearishness on Jensen and $NVDA here. Looks like a good time to buy $NVDA .

The 5 SMA is holding, and $SVIX remains above $22. If $SVIX can hold this level, I expect $SPY to retest $753 before 11 AM CT.