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DateSource nameStanceEntry closeLatest closePaper returnSource

Neutral · 升級 · Upgrade

持有 · Hold92.0393.30+1.38%Yahoo Finance · provider

Jason called Intel constructive after buyers stepped in, saying it looks like a bounce spot and over 103.19 could target the 110s.

增持 · Overweight100.4793.30-7.14%Video

I would rather Intel over AMD here; better trade location on the Intel pullback, over 115/120 sets up 130 into earnings.

增持 · Overweight112.5093.30-17.07%Video

"If you're in Intel, I don't think this is a thesis breaker or anything." Says Intel will be fine because "there's more demand than needed across the entire AI ecosystem," its CPU…

持有 · Hold116.1993.30-19.70%Video

Neutral · 維持 · Maintained

持有 · Hold100.9593.30-7.58%Yahoo Finance · provider

Buy · 維持 · Maintained

看好 · Buy100.9593.30-7.58%Yahoo Finance · provider

Buy · 維持 · Maintained

看好 · Buy86.3093.30+8.11%Yahoo Finance · provider

Equal-Weight · 維持 · Maintained

持有 · Hold92.3293.30+1.06%Yahoo Finance · provider

Underweight · 維持 · Maintained

賣出 · Sell92.3293.30-1.06%Yahoo Finance · provider

Equal-Weight · 維持 · Maintained

持有 · Hold97.0693.30-3.87%Yahoo Finance · provider

Neutral · 維持 · Maintained

持有 · Hold103.1293.30-9.52%Yahoo Finance · provider

Neutral · 首次 · Initiated

持有 · Hold132.8793.30-29.78%Yahoo Finance · provider

Buy · 維持 · Maintained

看好 · Buy132.2893.30-29.47%Yahoo Finance · provider

'After successively closing and taking profits on INTC and MU this week' in his parents' retirement special portfolio, funds now sit only in NVIDIA. Full exit of the existing posi…

賣出 · Sell124.57
2026-06-12
93.30+25.10%Video

Buy · 升級 · Upgrade

看好 · Buy116.9693.30-20.23%Yahoo Finance · provider

Equal-Weight · 維持 · Maintained

持有 · Hold109.3393.30-14.66%Yahoo Finance · provider

Buy · 維持 · Maintained

看好 · Buy108.1793.30-13.75%Yahoo Finance · provider

Equal-Weight · 維持 · Maintained

持有 · Hold84.9993.30+9.78%Yahoo Finance · provider

Neutral · 維持 · Maintained

持有 · Hold82.5493.30+13.04%Yahoo Finance · provider

Equal-Weight · 維持 · Maintained

持有 · Hold82.5493.30+13.04%Yahoo Finance · provider

Underweight · 維持 · Maintained

賣出 · Sell82.5493.30-13.04%Yahoo Finance · provider

Buy · 升級 · Upgrade

看好 · Buy82.5493.30+13.04%Yahoo Finance · provider

「还有就是intc,当然intc唯一不同就是它长得比前面几只股票都多得多,已经持续的突破新高了」;但也提醒「对于那些已经一飞冲天的股票,比如说INTC,就要稍微谨慎一点了」。

持有 · Hold65.2793.30+42.94%Video

Buy · 升級 · Upgrade

看好 · Buy66.2693.30+40.81%Yahoo Finance · provider

Part of the special AI-infrastructure portfolio he holds long-term for his parents' retirement money and will hold with full peace of mind.

持有 · Hold48.0393.30+94.25%Video

Neutral · 維持 · Maintained

持有 · Hold45.0793.30+107.01%Yahoo Finance · provider

Equal-Weight · 維持 · Maintained

持有 · Hold45.0793.30+107.01%Yahoo Finance · provider

Neutral · 維持 · Maintained

持有 · Hold45.0793.30+107.01%Yahoo Finance · provider

Hold · 升級 · Upgrade

持有 · Hold48.5693.30+92.13%Yahoo Finance · provider

Neutral · 升級 · Upgrade

持有 · Hold48.3293.30+93.09%Yahoo Finance · provider

Neutral · 維持 · Maintained

持有 · Hold48.7293.30+91.50%Yahoo Finance · provider