Yun Jui Tsai
Yun Jui Tsai @YunRueiTsai

Результаты
Все

28.47%2026
2026
18.66%2025
2025
82.97%2024
2024
81.21%2023
2023
-57.53%2022
2022
31.95%2021
2021
1.66%2020
2020
-15.21%2019
2019
83.0%0%-83.0%
Обсуждение
Yun Jui Tsai
Yun Jui Tsai
Тайвань
19 ч
$NSDQ100 Wednesday Trend Check: Don't Guess Direction — Price the Odds $NSDQ100 sits at 29,474, right on the 50MA (29,431) — the bull/bear line in the sand. So instead of asking "up or down," here are the four scenarios with odds: 35% Range Digestion (base case): 29,200–29,700 chop, Friday... Показать подробности Перевод
Yun Jui Tsai
Yun Jui Tsai
Тайвань
3 д
@YunRueiTsai 2026 YTD Return: +33.64% $NSDQ100 YTD:17.0% $SPX500 YTD:10.08% Weekly Watchlist: CPI, earnings season, and Korea deleveraging This week is a confirmation week. The market has three big questions: 1. Will inflation cool down? 2. Will tech earnings beat expectations? 3. Is the Korea memory... Показать подробности Перевод
Yun Jui Tsai
Yun Jui Tsai
Тайвань
6 д
@YunRueiTsai 2026 YTD Return: +34.67% $NSDQ100 YTD:17.94% $SPX500 YTD:10.18% Weekly Review: I increased my META position and continue to monitor the memory rebound. Based on the Goldman supply/demand heat map, tightness across the AI supply chain has not disappeared. Key numbers: $DRAM (Roundhill... Показать подробности Перевод
Yun Jui Tsai
Yun Jui Tsai
Тайвань
7 д
Отредактировано
@YunRueiTsai 2026 YTD Return: +29.48% $NSDQ100 YTD:17.64% $SPX500 YTD:9.26% Portfolio Update: Why I am trimming part of my ALAB position The key numbers: Q1 2026 revenue growth: +93% Non-GAAP gross margin: 76.4% Net cash: about $1.14B Single end-customer exposure: over 70% Current stock price: around... Показать подробности Перевод
Yun Jui Tsai
Yun Jui Tsai
Тайвань
8 д
@YunRueiTsai 2026 YTD Return: +28.33% Fed Speaks Tonight — Where to Watch on $SOXX (iShares Semiconductor ETF ) & $NSDQ100 Big one today — at 2 PM ET the Fed releases its June meeting minutes. New Chair Warsh refused to submit his own dot, so these minutes are the only real window into how the... Показать подробности Перевод
Higher than today (with me)
100.00%
Flat / choppy
100.00%
Lower
100.00%
19 Голоса
Yun Jui Tsai
Yun Jui Tsai
Тайвань
10 д
@YunRueiTsai 2026 YTD Return: +34.36% This week’s focus: $SOXX (iShares Semiconductor ETF ) rebound or software / cybersecurity rotation? Last week, I noticed a clear shift. AI hardware pulled back, but software and cybersecurity started to show strength. The data was clear: SOXX: about -7.82% $NSDQ100... Показать подробности Перевод
Yun Jui Tsai
Yun Jui Tsai
Тайвань
14 д
@YunRueiTsai 2026 YTD Return: +42.42% Weekly review: Key data this week: $QQQ (Invesco QQQ): about +3% WTD $SPY (State Street SPDR S&P 500 ETF): about +2% WTD $SOXX (iShares Semiconductor ETF ): strong early week, then a sharp pullback SOX Q2: +87.75%, the strongest quarterly gain on record AI hardware... Показать подробности Перевод
Yun Jui Tsai
Yun Jui Tsai
Тайвань
15 д
@YunRueiTsai 2026 H1 Return: +49.46% H1 2026 Performance Update: it’s time to look back at a dynamic six-month journey. The US market started the year soft, experiencing continuous weakness from January through March. However, April marked a massive turning point, kicking off what became the strongest... Показать подробности Перевод
Yun Jui Tsai
Yun Jui Tsai
Тайвань
16 д
@YunRueiTsai 2026 YTD Return: +44.48% $NSDQ100 YTD:19.64% $SPX500 YTD:9.26% Why $AMAT (Applied Materials Inc) is one of my core AI infrastructure holdings. Memory demand is exploding. Memory supply is tight. Memory companies need to expand capacity. Capacity expansion needs equipment. That is... Показать подробности Перевод
Yun Jui Tsai
Yun Jui Tsai
Тайвань
17 д
@YunRueiTsai 2026 YTD Return: +39.63% Return 2Y :203.16% This week’s key observation: AI hardware is pulling back, while software and cybersecurity are starting to show volume. The clearest signal this week: SOXX / SMH started to correct. High-beta semiconductor themes cooled down. But money did... Показать подробности Перевод
Mag 7 starts to lead again
100.00%
AI HW continues to outperform
100.00%
Software start rotating higher
100.00%
High-level consolidation
100.00%
25 Голоса

Сведения Yun Jui Tsai
Тайвань
Стратегия: Мультистратегия

Tech Investor｜Financial Writer 2026 Goal: 80% 2025: +18.66% 2024: +82.97% 🚀 2023: +81.21%
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