$Alphabet(GOOGL.US) has quietly climbed back up again, but unfortunately I only bought Microsoft calls, not Google calls.
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SK Hynix IPO oversubscribed; Tencent reduces stake in Kuaishou
SK Hynix's US IPO is reportedly oversubscribed. Hedge funds' bearishness on the yen has reached its highest level since 2007. Trump expects Xi Jinping to visit the US around September 24. Tencent reduced its stake in Kuaishou's Hong Kong shares, ceasing to be a major shareholder. Overnight Highlights – Boosted by strong Q2 earnings expectations, the three major US stock indices collectively closed higher, with the Nasdaq up over 1%. Last week's weak non-farm payroll data continued to dampen rate hike expectations, leading to a significant decline in US Treasury yields across all maturities. Although rate hike bets cooled, the US dollar index temporarily stabilized during the day, supported by a sharp weakening of the yen...
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$Microsoft(MSFT.US) When can it get strong?
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$Microsoft(MSFT.US) charging towards 400 😣
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Farewell, Ronaldo!
The more critical the moment, the more you must avoid giving the opponent a free-kick opportunity in a key position. The game is almost over, after fighting for 90 minutes, the players' concentration isn't as sharp.
Bernardo Silva tried too hard, which ended up killing the game that could have gone into extra time.
The underlying logic of AI isn't visible. But what goes up must come down. Following this trend, $Sandisk(SNDK.US) the puts I sold at 1700 and 1750 this week are looking a bit risky.
$Micron Tech(MU.US) The calls at 1070 and 1100 are also a bit risky.
Fortune favors the bold!
Went to sleep with about 20,000 in profit, woke up to a loss of 600.
Mainly due to the retreat in the storage sector, and that disappointing $Microsoft(MSFT.US)
caused by the bottom-grinding $AST SpaceMobile(ASTS.US).
One mistake requires more work to make up for it.
$AMD(AMD.US)
For now, it's safer to adopt a rental collection strategy. A stable source of income.
China's A-share market is about to enter earnings season. Judging from performance, technology is irreplaceable, but capital chases profits. I still firmly believe technology is the main track, but we need to observe how it will adjust and not attack blindly.
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$Microsoft(MSFT.US)
If the P/E ratio can recover to the 30 level
Using the consensus FY2027 EPS of 19.36
Microsoft's normal stock price should be around $580;
Even if it only recovers halfway to 25,
Microsoft's stock price should still be 484.
Yet the current price is only 384, with significant upside potential,
The risk-reward ratio is very attractive.
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$Microsoft(MSFT.US) storage didn't it fall? Why haven't you risen yet? Where's the promised contrarian indicator? 😭😭 Where's the promised hedging? 😭😭
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$Alphabet(GOOGL.US)$Amazon(AMZN.US)$Microsoft(MSFT.US)$Meta Platforms(META.US)$Taiwan Semiconductor(TSM.US) You five.
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$Microsoft(MSFT.US)$Palantir Tech(PLTR.US)$iShares Expanded Tech Software Sector ETF(IGV.US)The tactic of pumping up hardware stocks and dumping software stocks has finally come to an end.
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$Microsoft(MSFT.US) Everyone is drunk, I alone am sober?!
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$Microsoft(MSFT.US)$iShares Expanded Tech Software Sector ETF(IGV.US)IGV has stabilized at 95, while Microsoft is the only one among the top ten that's falling. Come on, Softie, don't be the index adjuster anymore.
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$Microsoft(MSFT.US)The market regulator 😂
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$Microsoft(MSFT.US) What's going on? All seven giants are rising, only Microsoft is falling.
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$Microsoft(MSFT.US) How on earth did everyone buy it? Why can't my ladder work?
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$Microsoft(MSFT.US) Come on, can't you go up a bit?
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🫣🫣🫣🫣🫣🫣$Microsoft(MSFT.US)
Microsoft: Aggressive AI Infrastructure Investment and Azure-Driven Growth Support Buy Rating Despite Near-Term Margin Pressure
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$Microsoft(MSFT.US)
无This year is like this ≠ Every year is like this
There is demand ≠ Supply will always fall short of demand
A good company ≠ A good price
Moat > Cyclicality
If A doesn't expand production, B will.
Everyone knows it's impossible to sell at this price forever. If there is future demand, just ensure you can continue to supply when the time comes.
What if the price gets driven down by competition?
No choice. If you don't expand production, you won't even make money at the lower price later. Besides, the demand has also somewhat lifted the cycle and profits. Between making no profit and making less profit, the latter is definitely better. So in the end, A, B, and C all expand production.
What if no one expands production?
Unlikely. It's hard for a sector with excess profits but no strong moat to avoid being considered by competitors and outsiders.
What if everyone is united and peacefully earns a premium?
That would only force customers to bear the pressure in the short term, leading them to research ways to do less business with you in the long run.
Take 🇮🇷 as an example. After the Strait incident, everyone will consider multiple transportation solutions long-term to avoid similar future risks. You can't be held hostage like that again next time.
Everyone in business knows it's wrong to cheat customers. Squeezing Party A dry and playing a pure trade surplus game is unsustainable. Letting the other party develop sustainably and make money is better for both sides in the long run.
Using institutional hype as an opportunity to voice a contrarian view. If you don't agree, you're right.
I'm not bearish. I'd hold it too if my cost basis is low enough. But it takes real courage to rush in at this price level.
Before buying, think more about the moat and the price first.
