杰哥慢慢变富

The market is always the best teacher.

Don't be arrogant or impatient, take it slow.

Everyone will become the person they were meant to be.$SpaceX(SPCX.US)$XL2CSOPHYNIX(07709.HK)❤️

$SpaceX(SPCX.US) indeed has a huge bubble, but that doesn't prevent it from continuing to rise in the short term. The float is small, there's passive index buying, and selling pressure won't come until September. Comrades who haven't bought in yet are not advised to chase it. Those already in can slowly reduce their positions.

$SpaceX(SPCX.US)$SpaceX(SPCX.US) is considered the first position opening. Let's accompany Old Ma to conquer the stars and seas!

$Berkshire Hathaway B(BRK.B.US)$NVIDIA(NVDA.US)The market has started to correct; it has indeed risen too much recently. For small-cap and high-priced stocks, reduce positions when necessary, and absolutely do not FOMO. The core logic of the U.S. stock market is that survival is crucial; the longer you survive, the more you earn.

Wealth lies in strategy and calculation, not in physical labor. Turning knowledge into wealth is a lifelong pursuit.$IBM(IBM.US)

$PDD(PDD.US) Remember, never buy Chinese concept stocks. If you want exposure to China, just play the A-share market. After all, there are plenty of naive investors, retail traders, and good liquidity.

Missed trades incur no cost, but reckless trades could cost you everything. Let's encourage each other💪

Finally entered the top 5%✌️

$Alibaba(BABA.US) Looking at the earnings report, it fell 3 points pre-market, but how did it surge so much during the trading session? Moreover, with Trump visiting China, all Chinese concept stocks are rising. Is it due to sentiment factors or a real reversal? I also have over 100 shares of Alibaba, and I really don't know if it's a bull trap or an AI valuation re-rating.

Ranking of pain levels:

① Selling too early (missing out on further gains)

② Missing the rally (being out of the market when it goes up)

③ Losses on current holdings

Lately, I've been jumping back and forth between ① and ② $XL2CSOPHYNIX(07709.HK)$Intel(INTC.US)$Micron Tech(MU.US)

$XL2CSOPHYNIX(07709.HK)One only needs to get rich once in a lifetime. The opportunity was given to me, but I didn't seize it😂😂😂Marking this down. Next time I sell too early, I'll slap myself🤐🤐🤐

Those who fear heights are destined to suffer…$Intel(INTC.US)$AMD(AMD.US)$Roundhill Memory ETF(DRAM.US)

Investing is about putting money into the best companies, letting the most talented people and the best business models make money for you. Buying stocks is buying companies.$XL2CSOPHYNIX(07709.HK)$Taiwan Semiconductor(TSM.US)$Berkshire Hathaway B(BRK.B.US)

The reason I became poor is that I stubbornly held on during downturns but couldn't hold on when prices rose. I need to reflect deeply on this.$XL2CSOPHYNIX(07709.HK)$XL2CSOPSMSN(07747.HK)

Summarizing the stocks I sold too early, leaving a record.

Amazon

crcl

ASE Technology Holding

intel

Marvell Technology

aaoi

So regretful…$Amazon(AMZN.US)$Circle(CRCL.US)$Advanced Semiconductor Engineering(ASX.US)$Intel(INTC.US)$Marvell Tech(MRVL.US)$Applied Optoelectronics(AAOI.US)

$Taiwan Semiconductor(TSM.US)TSMC remains very confident in itself (and speaks with great swagger) 😂. In summary: I'm the number one in the world, and all my competitors are trash. I can raise prices, but I have to consider customer sentiment. My growth is fast, but I won't say it explicitly. I'm cocky because I have the strength to back it up!

$TENCENT(00700.HK)'s earnings report was generally within expectations. What everyone is more concerned about is Tencent's strategy in the AI era. It's safe to say that Tencent is worth holding for the long term.

The U.S. stock market fell sharply again tonight 😓 I just kept buying... I've been wondering, is this little Khamenei alive or dead? 😥😥😥$SPDR S&P 500(SPY.US)

$BABA-W(09988.HK) A bunch of people are bashing Alibaba. It's true that the stock price hasn't performed well, but Alibaba's fundamentals are solid. E-commerce, AI cloud services, Pingtouge chips, the Qwen large model, Alipay, AI glasses hardware entry layout, comprehensive development of AI agents — which one is lagging behind? None! Closed-source models win applause but don't generate revenue and keep burning money. Shouldn't we adjust the direction? OpenAI, Anthropic, Gemini — which one is doing open source? Aren't they all closed source? Lin Junyang is indeed excellent, but the success or failure of a tech giant isn't decided by one or two individuals. The AI field is advancing every day. As long as Alibaba persists in investing in AI and focuses on AI, there's no problem. Opportunities arise from declines. What's there to fear? A tech giant with a P/E ratio of just over ten times — can't you hold on to it?