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Group 1: Market Overview - The technology sector is currently experiencing significant momentum, with Google’s new Gemini 3 model receiving overwhelmingly positive reviews, leading to a stock price increase of over 7%, reaching a historical high [3] - Nvidia, a key player in the AI sector, saw its stock rise by 2.85% ahead of its upcoming Q3 earnings report, reflecting strong market expectations [3] - Nvidia holds an 84% share of the global independent GPU market and has a PC shipment volume nearly 4.5 times that of AMD, indicating its critical role in the AI industry [3] Group 2: Investor Sentiment - Some investors are selling technology stocks to lock in profits, concerned that the AI hype may have inflated valuations to unsustainable levels [4] - Despite these concerns, the long-term trend of AI is viewed as a genuine industry transformation rather than a short-term speculative bubble [4] - Wolfe Research suggests that fears of an AI bubble bursting are premature, as technology and communication service companies exhibit strong risk resilience [4] Group 3: Federal Reserve Insights - The October Federal Reserve meeting revealed significant divisions among officials regarding interest rate policies, with some advocating for rate cuts while others express concerns about inflation targets [5] - Market expectations for a hold on rates in December have risen to nearly 70%, indicating a cautious approach from the Fed [5] - The Fed's focus on avoiding abrupt revaluations in AI investments suggests a regulatory awareness aimed at preventing market instability, which could benefit long-term investors [5] Group 4: Investment Strategy - The recommended investment strategy emphasizes observing trends and waiting for the right timing rather than chasing hot stocks [6] - Analysts expect Nvidia's Q3 revenue to grow by 56% year-over-year, reaching $54.92 billion, indicating strong fundamentals [6] - It is advised to wait for Nvidia to report better-than-expected earnings or for technical adjustments before increasing positions, highlighting the importance of price in long-term investments [6]