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BI-SMIC@EC2606A
17254.HK
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IMO there are better value out there than metals. And I am now leaning towards a higher probability of a general market pullback in the coming months. So personally am raising cash into this strength....
The narrative for the software sector is a lot more nuanced that the headline which triggered the indiscriminate culling across the board. Those who are trying to implement AI into the corporate workf...
The market is very choppy, more options will be good as implied volatility is high!
Stay away from metals! The volatility is over 100% which is insane! It makes no sense at all
The software industry is really being punished too much, it is clearly in over sold territory!









