Weekly Community Hot Posts Review｜AI Chip Approval, Space Stocks & Oracle Storm, Investment Psychology & Industry Insights
This week's community discussions intertwined between technological innovation and human nature. From the regulatory game of AI chips and the capital fantasy of the space economy, to the psychological tug-of-war investors face when "selling too early" or "missing out," and the cold valuation comparisons of Hong Kong stock leaders and the strategic breakdown of options trading. Perspectives span cutting-edge industries and inner battlefields, reviewing these insightful intellectual collisions together.
I. Technological Innovation and Industrial Transformation: AI Chips, Space Economy, and the Robot Wave
This week, discussions on hard tech swept through the Longbridge community, from NVIDIA$NVIDIA(NVDA.US) H200 to SpaceX's trillion-dollar valuation, and the robotics sector. Technology, capital, and policy resonate, continuously outlining new industrial landscapes.
The approval of NVIDIA's H200 chip has become a key event in observing the global AI supply chain game and market evolution. The competition for high-end computing power has entered a new phase. Will Dazi's $6 trillion market cap be within reach? Dolphin Research @Dolphin Research promptly shared profound insights.
🔗 Original link：H200 Approval: NVIDIA's "Arrow Through the Clouds" on the Path to a $6 Trillion Market Cap?
@Hotspot Master closely followed rumors of SpaceX seeking an ultra-high valuation IPO, discovering that it not only signals the acceleration of space commercialization but also drives market attention to industry chain targets like RKLB$Rocket Lab(RKLB.US) and ASTS $AST SpaceMobile(ASTS.US). Let's revisit the capital's space dream!
🔗 Original link：🚀 SpaceX Seeks IPO! Valuation at $1.5 Trillion—Space Stocks Storm, RKLB & ASTS Stage Strong Comeback, DXYZ Rides the Wave! 🌌
Additionally, the investment logic of the robotics sector in U.S. stocks was deeply analyzed, systematically explaining the opportunities and strategies of this growth sector from policy support, technological breakthroughs to application scenarios.
🔗 Original link：Insights and Strategies for Investing in the Robotics Sector in U.S. Stocks
II. Investment Methodology and Experience Reflection: Value Principles, Practical Lessons, and Cognitive Boundaries
The art and science of investment were fully explored this week. The principles of value investing were reiterated, opportunities after the plunge of popular stocks were calmly examined, and the lessons from "copying homework" warned of the value of independent judgment.
The three principles of value investing were revisited, focusing on the business cycle, reasonable valuation, and human weaknesses, providing solid footnotes for long-termism. Regular contributor @Red & Green once again resonated with value.
🔗 Original link：Three Timeless Principles of Value Investing
After Lululemon's $Lululemon(LULU.US) stock price experienced a deep correction, a popular community article re-evaluated its long-term value, safety margin, and growth logic, demonstrating the courage of contrarian thinking.
🔗 Original link：Lululemon: An Excellent Value Investment Opportunity
"Don't Copy Homework Blindly!" The famous "contrarian indicator" of the Longbridge community @Stock God Xiao Gu vividly revealed the risks of blindly following others' opinions and emphasized the importance of building one's own investment system.
🔗 Original link：Stock Trading P97: Don't Copy Homework Blindly
This week, a practical help post from a novice investor attracted widespread attention. The poster candidly shared their investment portfolio and sought optimization suggestions from the community. This kind of real "portfolio sharing" and interaction is not only a brave first step for individual investors to learn but also reflects the precious value of mutual assistance and progress in the Longbridge community. Come and share your suggestions too:
🔗 Original link：[Novice Advice] Please help review my investment portfolio, hoping for some guidance
III. What Investors Fear Most? - How to Deal with Selling Too Early, Missing Out, and Long Drawdowns
Investing is a battle with human nature. This week, the community dissected the psychological mechanisms of regret from "selling too early" and anxiety from "missing out," sharing practical adjustment methods. The ultimate challenge of "enduring drawdowns" also sparked resonance about system iteration and patience cultivation.
Regarding "how to adjust the mindset of missing out," Amazon commentator @trend deeply explored the roots and manifestations of FOMO (Fear of Missing Out) and provided strategic advice to avoid emotional chasing.
🔗 Original link：How to Adjust the Mindset of Missing Out?
@Red & Green in "The Hardest Part of Investing is Enduring Drawdowns" bluntly pointed out the pain of long-term holding, emphasizing that only by improving the investment system and tempering one's mind can one navigate volatility.
🔗 Original link：The Hardest Part of Investing is Enduring Drawdowns
IV. Market Perspectives: Valuation Comparisons of Hong Kong Stock Giants and Practical Options Strategies
At the micro level of the market, Hong Kong tech giants competed in valuation comparisons at similar P/E ratios. Xiaomi commentator @Passionate Youth conducted a detailed analysis of the deep valuations of the three Hong Kong tech giants—Tencent$TENCENT(00700.HK), Alibaba$BABA-W(09988.HK), and Xiaomi$XIAOMI-W(01810.HK)—at around 22x P/E, from business structure, growth quality to core competitiveness.
🔗 Original link：In-Depth Valuation Comparison of the Three Hong Kong Tech Giants—Tencent, Alibaba, and Xiaomi—at 22x P/E
Facing the significant volatility triggered by Oracle's $Oracle(ORCL.US) earnings report, options spread strategies (bull call spread/bear put spread) became practical tools for "balancing risk and return." Click to see @Options Master's sharing on how to "hedge and make money" before earnings reports.
🔗 Original link：Can Oracle's Miracle Be Repeated? How Options Players "Hedge and Make Money" at the Same Time
Which topic resonates most with you in the community? The infinite imagination of cutting-edge technology or the sudden enlightenment of cultivating investment philosophy? Share your insights and let's grow together on the investment journey, harvesting wisdom and composure.
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