ValueNvest

For dropping the kids off at school, it's still gotta be Tesla. 😂

Ranking of the "Magnificent Seven" U.S. stocks from 2026 to present:1、 $GOOG ：+22.44%2、 $AMZN ：+17.86%3、 $NVDA ：+6.42%4、 $AAPL ：+1.83%5、 $META ：-7.53%6、 $TSLA ：-12.72%7、 $MSFT ：-14.47%I have: 1, 2, 4, 6 are my core holdings, 7 just opened a position.

Recently reading this $ Alphabet - C(GOOG.US) "How Google Works"Great book! Definitely worth a read!Favorite points:1. Don't be evil2. Openness3. Focus on the user4. Long-term vision and technical insight!Makes me more confident in continuing to hold Google!

$ Berkshire Hathaway B(BRK.B.US)Old man Buffett is in good spirits👍

$AMZN earnings beat expectations:Sales: $181.5B (Expected $177.3B) YoY 📈+17% ✅EPS: $2.78 (Expected $1.63) ✅AWS Net Sales: $37.6B (Expected $36.8B) YoY 📈 +28% ✅Operating Income: $23.9B (Expected $20.9B) Q1 2025 $18.4B ✅

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

This week's assignments for the four major tech stocks have all been submitted.Next, we look forward to Abel's performance at the $ Berkshire Hathaway B(BRK.B.US) shareholders' meeting on May 2nd.I believe the old man Buffett won't misjudge.I hope these long calls I've set up will pay off. 😂Key points to watch:1. The handling of the massive cash pile.2. Abel's recent strategic moves.3. The investment insights from the new management team during the Q&A session.

$ Taiwan Semiconductor(TSM.US)$ Amazon(AMZN.US) have both hit new all-time highs!Congratulations to all the bros🎉

Microsoft  $MSFT  My recent thoughts:What I value is still the "Cloud + AI" driven model.1. AI Copilot Penetration: Microsoft 365 Copilot has over 20 million commercial paid seats, growing extremely fast, with only 5% penetration so far. It has so many business users 🤔Additionally, the Maia 200 inference acceleration chip increases throughput by 40% and reduces token cost.2. Cloud Azure Growth: Azure and other cloud service revenue grew by 40%, exceeding market expectations.3. Unbinding Cooperation with OpenAI: Microsoft revised its agreement with OpenAI, shifting from an exclusive partnership to a long-term patent fee and IP access model to maintain flexibility in the intense market competition.I used to worry about OpenAI all the time, but now there's basically nothing to worry about. This is also the starting point for me to begin building a position. Just be friends with time 😂Not investment advice!

$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 ✅

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

Have a drink and think about it:  1. From the perspective of influencers during this volatility, AI stocks remain resilient. 2. Cloud + AI will gradually gain momentum; those who have tokens will rule the world. $GOOG $AMZN $MSFT 3. Semiconductors are the water, electricity, and coal of the AI era. $NVDA $TSM $AMD

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. 🤔

I prefer two types of investments:1. Large-cap turnaround stocks (blue-chip stocks), buy when the prince is in trouble, for example: last year's $ Alphabet - C(GOOG.US) is considered this type.2. Small-cap growth stocks with growth potential. I've suffered losses in recent years ( $ Li-Cycle(LICY.US) went to zero), for example: $ Tesla(TSLA.US) around 2015 should belong to this type, or this year's $ Recursion Pharmaceuticals(RXRX.US).In recent years, I've mainly focused on the first type. I invest very little in the second type and am always prepared for it to go to zero. Just choose your investment portfolio according to your own risk preference. 🤔Not investment advice!