ValueNvest

I'm only focusing on $TSLA now the expansion speed of Robotaxi's market mapand the number of Cybercabs deployedwaiting for Robotaxi's ChatGPT moment to arriveit's just a matter of timejust be friends with time🤔

I currently have some tech stocks in hand.Also have long calls on $ Apple(AAPL.US), $ Microsoft(MSFT.US), and $ Alphabet - C(GOOG.US).These old-school stocks are going for the second wave of long calls this year 😂There are still some long calls on $ Berkshire Hathaway B(BRK.B.US). $ Amazon(AMZN.US) long calls, not much left.Not investment advice!

A lot of folks are asking why I started buying $ Amazon(AMZN.US) long calls so early?I just bought them not long ago.It almost rallied back to the intrinsic value of the 250 call in a single day, shouldn't we sell some to lower the cost basis?🤔Don't be too greedy!    

$TSM's June revenue was $13.8 billion Month-over-month growth is 6.2%, year-over-year growth is a significant 67.9% This data still dropped last night Most likely caused by the Koreans As a core holding, I won't touch it. As for long calls, I haven't seen a good opportunity yet 🤔

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

$ Berkshire Hathaway B(BRK.B.US)There's not much time leftCleared the September callsHolding onto the January onesNot investment advice!

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

$ SpaceX(SPCX.US)Damn... it's almost at the issue priceWaiting for the prince to fall into distress 🤔

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. 🤔