ValueNvest

Regarding the matter of whether $TSLA and $SPCX will mergeTo be honest, I'm a shareholder nowSo I don't really care, merging or not is fineBorrowing the words of the old-timer RonBaron, Elon will have his reasons for merging or not, I believe he's doing it for the greater good 🤔

$TSLA and $MSFT performed quite well $AMZN's long call also looks good😂

Recently $GOOG has been very strongBy the way, Google holds about 5% of the shares in $SPCXwhich is roughly the same as the number of shares currently circulating in the market

Share some thoughts on $AAPL:Apple Siri AI is based on $GOOG Gemini.Everyone hasn't seen Apple's own AI come out.And now it still doesn't support the EU and China.Everyone had overly high expectations for the launch event, a pullback is normal.If you can't beat them, join them, just like with search in the past.Many new products in the entire launch event have incorporated AI capabilities.Although they are all grafted on.Going forward, selling these devices shouldn't be a problem.So I will continue to hold $AAPL shares.And also $GOOG. 

$ Berkshire Hathaway B(BRK.B.US) Gradually sell some long callsNot investment advice!

The collaboration between $SNOW and Amazon $AMZNThis not only marks a shift in the relationship between the two giants from competition to deep symbiosisBut also signals a major transformation of the cloud computing industry towards "AI-native infrastructure"!

This is the great thing about TSMC $ Taiwan Semiconductor(TSM.US)👍They have a long-term vision!

$ Novo Nordisk AS(NVO.US) earnings exceeded expectations! 👍

$ SpaceX(SPCX.US) The night market action is a bit crazy!

$GOOG earnings beat expectations;EPS: $5.11 (expected $2.73) up +82% YoY ✅Revenue: $109.896B (expected $107.0B) up +22% YoY ✅Operating income: $39.696B (expected $36.3B) up +30% YoY ✅Google Cloud revenue: $20.028B (expected ~$18B) up +63% YoY ✅

Musk is still that relentless, life-or-death taskmaster. 😂There's a reason why SpaceX has made such rapid progress over the years!Blue Origin should learn from this!

Invest in a companyBesides understanding the fundamentals, CEO, and corporate cultureIt's also best to use its products moreAfter real experience, your understanding and trust in it will deepen significantly, or you could call it cognition🤔For example: Invest in $TSLA and buy a car for real experience, $GOOG is the same—use its AI more

$NVDA's Q1 2026 earnings beat expectations:Revenue: $81.6B, YoY📈 +85%Data Center: $75.2B, YoY📈 +92%EPS: $1.87, YoY📈 +135%Gross Margin: 75%, YoY📈 +14%The anchor of AI stocks!

It all depends on how the stock market moves today.Hoping that today's defensive stocks $ Berkshire Hathaway B(BRK.B.US)$ Coca Cola(KO.US) can have some effect.Let's respond flexibly. 🤔