No major deviation from the views of the past few days, consistent. No big changes.

$Rocket Lab(RKLB.US)Theoretically, its earnings performance is flawless, so it's a buy. If there's a dip tonight, it's a good time to buy, because with the broader market in this state, there will definitely be some good opportunities at night, and then.$AST SpaceMobile(ASTS.US)The launch in early August is also under Musk's side, so that's also a buy. Overall, the space sector's current valuation isn't high.

In other words, the potential positives for early August might be two: one is the earnings support from small rockets, and the other is the ASTS launch.

$Coreweave(CRWV.US)If you follow its usual behavior, buying the stock itself is fine. Hold it around 90-100. That's about it for small caps; the rest are all pretty much the same. The current prices really aren't expensive. It's just that once the broader market picks a direction, if it goes up, there will be good returns. The downside risk currently doesn't seem very large either. Even if the broader market drops, the range of decline is controllable.

$Invesco QQQ Trust(QQQ.US)It has a bit of a back-and-forth feel. And I feel like why is it looking a bit Korean and following Hynix's trend? This thing is the key to everything. If the index has issues, everything else will fall, especially semiconductors. Memory chips. (Except for new stocks replacing old ones) It seems particularly deliberate.

$XL2CSOPHYNIX(07709.HK)$XL2CSOPSMSN(07747.HK)Too amazing! Either KTV or ICU. The latter is currently more common.

$Alphabet(GOOGL.US)and$Amazon(AMZN.US)Check out StockPro. Currently, I can't judge. There was a previous view that I think is valid. It might be a support for semiconductors. Many people expressed a view that expanding expenditures in hardware might be positive for things similar to TSMC and ASML.

$Apple(AAPL.US)Take a hit for now. If this one doesn't drop, others won't rise... If you use reverse thinking and fear the broader market will drop, then buy it..

$Taiwan Semiconductor(TSM.US)Last night, StockPro said to sell calls if you weren't sleeping. If you sold them and bought them back tonight, you'd pocket ten-plus percent on options, or those with smaller guts could go long the stock. I might have misunderstood this, so check the live replay (or wait for a lower price? Of course, I don't hope this happens).

For large-cap choices, there are still some good ones currently.$Tesla(TSLA.US)is also quite good at this price.

For those that haven't released earnings yet, buy the cheap ones; or follow the previous view: buy a little for the rise, buy a little for the fall.

This is a small amount, an extremely rare ultra-short-term hedge that should yield some profit. Basically, after earnings reports, the probability of closing flat is very low. You can try buying two lots to test it.

The image shows Wang Han, Xiaomi Cub.

Also, for those whose views don't change much, the ones who really change their minds all day long... just take a look. One moment bullish, one moment bearish, one moment more bullish, one moment more bearish. The market isn't as fickle as they are. Trump couldn't keep up with how fast they change.