ValueNvest

Suddenly reminded to replace the low-voltage battery 😂

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"!

Suddenly discovered that Berkshire Hathaway $BRK.B has been aggressively increasing its position in $ Alphabet - C(GOOG.US)Q1 increased by 203.99% Including $ Alphabet(GOOGL.US), Berkshire now holds a total of 6.32% 👍Abel is indeed taking action🤔

Today, I researched the physical AI industry a bit.Robots and smart glasses 👓These domestic companies all seem so unfamiliar; I don't study them much usually. 😂Need to do more homework! 🤔

$ Microsoft(MSFT.US) took off during the night session 🛫Only $ Berkshire Hathaway B(BRK.B.US) is leftFocus on the SpaceX IPO in June!

$ 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.

TSMC's $TSM factories in the US and Japan have both achieved key profitability milestones!With the explosion in global AI chip demand, these overseas factories are transitioning from a high-investment construction phase to a profitability harvesting period!After years of overseas layout, it's finally starting to gain momentum 🤔

$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

$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. 🤔

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!