纪律&耐心&平常心
2026.01.28 23:43

2026/1/28 A quick recap, not investment advice

$Broadcom(AVGO.US) I think this trend is quite good, meeting expectations and giving a chance to add positions that wasn't available earlier when doing T. This week we're still looking at closing at 335/340.

$Amazon(AMZN.US) Luckily cleared all positions last night. The after-hours drop was probably affected by Microsoft's growth falling short of expectations, but it should be okay. This week we're still looking at 240/245.

$Apple(AAPL.US) I thought about reducing half the position at 261, but didn't execute. Today also met expectations. Before earnings, it'll probably just oscillate between 255-260 at most, needing earnings to give direction.

$PDD(PDD.US) Not much to say, the biggest drag last night, really weak this week. Let's see if it can recover next week.

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