Wisely9

Wisely9

It’s a defensive stock. Maybe market now is all hyped up on growth stocks and full risk on. Hence defensive stocks are being rotated out in favour of high risk high gain names.

It’s a defensive stock. Maybe market now is all hyped up on growth stocks and full risk on. Hence defensive stocks are being rotated out in favour of high risk high gain names.

Wonder if this is going to be pump and dump later. The Claude code threat that triggered the sell off was not too long ago only…

Wonder if this is going to be pump and dump later. The Claude code threat that triggered the sell off was not too long ago only…

Buy direct HK is more liquid - can buy and sell easily with more volume and lesser slippage. Risk of course will be currency devaluation since hkd pegged to usd.

Buy direct HK is more liquid - can buy and sell easily with more volume and lesser slippage. Risk of course will be currency devaluation since hkd pegged to usd.

$Hims & Hers Health(HIMS.US)Missed the boat when it dropped below $15 earlier. The partnership with Nvo is a win win for both companies. However Nvo still faces a lot of price pressure from US government and competition from Eli lly. Hims need more than Nvo sales right to turn around company. Need more user base growth to boost income and earnings.

$TENCENT(00700.HK)This China big tech name gave back all its gains from last year. Despite its good earnings and low valuation, price seemed to always move up in order to be dumped back down. Seemed oversold below 500, but it can bounce up and get thrown again.

$Super Micro Computer(SMCI.US)Unfortunate to get into problem with the US export law. Previously also been accused of accounting fraud. I think stay away from this stock better. Still got other stocks to buy the dip especially the mega names like Nvda, MSFT, meta .

Gold long term is still a safe investment, buy the dip when appropriate. China companies cut each other’s margins and forever price wars , why no cooperation to draw turfs and focus on just doing a few things right ?

Gold long term is still a safe investment, buy the dip when appropriate. China companies cut each other’s margins and forever price wars , why no cooperation to draw turfs and focus on just doing a few things right ?

Trump just need to stop attacking and then the Iran war will just end on its own. HK market is controlled to be bearish, not interested. AI boom is still the bet, accumulate at appropriate time.

Trump just need to stop attacking and then the Iran war will just end on its own. HK market is controlled to be bearish, not interested. AI boom is still the bet, accumulate at appropriate time.

MSFT, like Meta dropped yesterday, but not highlighted in the infographic. Not sure why MSFT turned bearish, earnings coming up soon, buy the dip and hope to profit from earnings beat ?

MSFT, like Meta dropped yesterday, but not highlighted in the infographic. Not sure why MSFT turned bearish, earnings coming up soon, buy the dip and hope to profit from earnings beat ?

Gold and silver all time high, it does not make sense to keep buying. Maybe if prices dip more, then consider open a position. Tesla and Google overvalued, not confident of opening position. Baba looks undervalued but still quite wary of increasing competition in China market where companies always undercut each other.

Gold and silver all time high, it does not make sense to keep buying. Maybe if prices dip more, then consider open a position. Tesla and Google overvalued, not confident of opening position. Baba looks undervalued but still quite wary of increasing competition in China market where companies always undercut each other.