ValueNvest

I really don't understand Pop Mart.

If you don't understand it, don't touch it.

You can't just buy because A Duan bought it.

And then when they get called out, they start making excuses...

Investing is your own business.

Independent thinking is very important 🤔

Good morning!

The options trading group is up and running 😂

Recording that I've reached 80k followers on Longbridge

But my track record isn't as good as my partner's yet

Keep it up 💪

$Microsoft(MSFT.US) cleared the long call

$Alphabet - C(GOOG.US) started batch selling of long calls!

$Taiwan Semiconductor(TSM.US) and $Tesla(TSLA.US) should also be about to pick up soon

Need a bit more luck 😂

This is not investment advice!

$Apple(AAPL.US) hasn't dropped enough

Hoping it drops more 😂

Waiting is a form of spiritual cultivation

The game between vision and volatility (heart-pounding moments)

Only through repeated successful games—practical experience

can it settle into true understanding 🤔

Bros, have a great weekend!

Next week, let's watch the show of $SpaceX(SPCX.US) 🤔

First earnings report on August 4th!

$Apple(AAPL.US) earnings beat expectations:

Revenue: $109.4B 📈 16% vs expected $108.8B

Earnings per share: $2.02 vs expected $1.89

iPhone revenue: $54.25B vs expected $53.6B

Apple rose early 📈, then pulled back after earnings!

By the way, I rebalanced some positions to $Tesla(TSLA.US) $Taiwan Semiconductor(TSM.US) a few days ago 😂

$Amazon(AMZN.US) Amazon FY26 Q2:

Revenue: +20% to $200.6 billion 📈

Profit margin 14% (📈 +2pp)

☁️ AWS Cloud:

Revenue +37% to $42.2 billion 📈 This is the key point

Profit margin 39% (+6pp YoY)

Expenditure raised from $200 billion to $220 billion 😂

And then it went up! 📈

$Microsoft(MSFT.US) sell some long calls in batches

Not investment advice!

$Microsoft(MSFT.US) earnings beat expectations:

Azure Cloud: +43%

Revenue: +18%

Gross Margin: 67%

Profit Margin: 45%

EPS: 4.74

CapEx: decreased from 1900 to 1750

$Microsoft(MSFT.US) Softie stood its ground this time👍

Have a cup of ☕️ and think about it:

1. Tech stocks have been volatile these past two days, especially semiconductors, with clear risk-off sentiment, so both $BRK.B and $Apple(AAPL.US) have risen.

2. The AI narrative isn't over yet; it's still early to see actual application profits. However, bubbles exist everywhere. I suggest holding onto large 'cash cow' targets with wide moats.

3. So my recent strategy is to trim some $BRK.B and $Apple(AAPL.US) positions since they're at highs, and allocate to AI stocks I'm bullish on plus long calls. Consider it a portfolio rebalancing 🤔

Not investment advice!

Sold some $BRK.B to raise some cash💰

Bought more $Taiwan Semiconductor(TSM.US) $Tesla(TSLA.US) long calls

Not investment advice!

Regarding selling, should you sell directly or sell CC:

1. When you feel the peak has been reached and you need cash or want to rebalance your portfolio, sell directly.

2. When you feel it's optional to sell at the high, then sell some CC; sometimes you can earn a bit of option premium.

3. In short, don't let those small gains delay the strategy you intend to execute 🤔

4. The downside of selling CC is that in pursuit of option premiums, you might end up not selling the actual stock, leading to regret when the stock price falls.

It just means don't be too greedy.

$Apple(AAPL.US) hit a new high

Cash out some funds 💰

If there's a chance, pick up some bargains

Not investment advice!

$CXMT(688825.SH) took a look

This A-share market is too NB!

Before 1896, British law required that each car be driven by at least three people, with a speed limit of no more than 3 miles per hour, and that a person carrying a red flag run in front of the car.

Whenever new technology emerges, various laws and regulations are introduced to constrain it; the current Robotaxi is no exception.

Looking back years from now, this might seem incredible 🤔

Duan Yongping, the stock god, supports Musk

Sold the put on $SpaceX(SPCX.US)

I'll have to wait and see if I can bottom-fish 😂

$Alphabet - C(GOOG.US) Q2 earnings beat expectations

The search and cloud computing giant saw its Q2 revenue grow 24% year-over-year

Strong AI demand, capex guidance raised to 195-205 billion

And then it dropped 🤔

Earnings Season

Don't bet on earnings

Especially don't play with doomsday 🤔

Semiconductors

$Taiwan Semiconductor(TSM.US) and $ASML(ASML.US)

These two cash cows are what I've always been bullish on

Their ability to generate consistent profits

And their deep moats

The only downside is that they aren't US companies

Not investment advice!

$SpaceX(SPCX.US) bullish long-term

Wait patiently for a good price

Shorting US stocks is not recommended

Especially Elon Musk's company 🤔

Not investment advice!

Rescued $Taiwan Semiconductor(TSM.US)

Today need to rescue $Tesla(TSLA.US) too

Add some underlying shares first 😂

Not investment advice!