This is my US defensive growth and dividvents stocks that i am holding. Feel free to comment on my holdings.
Share your thoughtsWhat's on your mind?
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- S
This is my humble U.S. stock holdings, mainly made up of defensive income stocks. I know my portfolio is still very much a newbie’s collection, but I’m learning as I go. I’d really appreciate any advice, comments, or suggestions on how I can improve my holdings and build a stronger portfolio over time.
Trade Showcase: Trade, Show & Earn Rewards! - V
The last Model S rolled off $Tesla(TSLA.US)'s production line. Here are my thoughts:
I really admire Elon Musk's decision to discontinue the Model S and Model X.
If I were the CEO, it would be very difficult to make that call.
It's a correct and courageous decision.
Only keep the high-volume, profitable production lines.
Giving up the S and X production lines for Optimus, pushing forward towards physical AI.
Recently, the deployment of Robotaxis shows a visibly rising 📈 curve.
Although I didn't catch the opportunity to position long calls this year, the core long positions I hold are meant to see the day when physical AI shines brightly. 🤔
- B
Ondas“反无人机与自主系统” 市场的深度投资备忘录
This in-depth investment memo on the "Counter-UAS and Autonomous Systems" market $Ondas(ONDS.US) was completed with the help of the best LLM research skills (though not fully generated, as it was the first run of these skills with many prerequisites not yet ready. The first run tested the capabilities of the Market Research Reports Skills. But judging from the results...