
Commemorative
Rate Of ReturnThe big tech stocks that have been falling continuously, is AI over? I still need to think carefully over the weekend. Looking at the current range for a long-term layout, the win rate seems acceptable, but it hasn't reached a guaranteed victory level. I think it's time to prepare to buy $Invesco QQQ Trust(QQQ.US). Among the "Magnificent Seven," the momentum is still with NVIDIA and Tesla—one has clear earnings support, and the other is driven by thematic hype. In the long run, considering the value for money, Amazon's price around $200 is really tempting. Both its e-commerce and cloud services are solid moats, not to mention the real moat of membership subscription fees. Worrying about its capital expenditure now is clearly the market going crazy. I'll review it over the weekend. Next week, continue to buy good stuff at a discount.
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