Realty Income MD

This is my US defensive growth and dividvents stocks that i am holding. Feel free to comment on my holdings.

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.

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. 🤔