$Corning(GLW.US) If it falls below 180, I'll average down. If it rises, I'll lock in my position. Optical fiber is a rigid requirement for beam steering.
John_Tang
AssetsTop 1%
John_TangSuggestions for you to follow
J
$Leidos(LDOS.US) Set up a watchlist position, and wait for the May earnings report to decide whether to increase the position. Focus on the impact of the slowdown in the VBA business on the company's profit margin. Also, after the effects of last year's Q4 government shutdown subsided, see if Leidos' revenue growth rate has returned to normal levels.
2026.04.2711:56:41Buy orders
| Time | Qty | Price | Direction |
|---|---|---|---|
2026.04.27 11:56:41 | 0 | 145.09 | Buy |
J
$POP MART(09992.HK) forward P/E is already very low. Pop Mart's overseas ceiling hasn't been reached yet, and there's still room for store expansion. Quietly waiting for the capacity to be converted into the group's profits, as well as the proven ability to create hit products. Trust in time, trust in operations.
POP MART
HK09992
J
$Marvell Tech(MRVL.US) Bottom-fishing a bit. I think it looks good.
Marvell Tech
USMRVL
J
$POP MART(09992.HK) Marking this. I think Wang Ning is going to do another share repurchase.
POP MART
HK09992
J
$Leidos(LDOS.US) waiting for 150, a niche defense stock with a very high safety barrier
Leidos
USLDOS
J
$Sandisk(SNDK.US) Haven't you eaten? It only dropped this little, how can I add to my position?
Sandisk
USSNDK
J
$Pagaya Tech(PGY.US) crashed, I was wrong.
Pagaya Tech
USPGY
J
$Nebius(NBIS.US) open a small position
Nebius
USNBIS
J
$Pagaya Tech(PGY.US)The credit of major banks has not deteriorated, and it's OK to calculate. Let's first look at Sofi's earnings report, there are not many undervalued targets left.
Pagaya Tech
USPGY
J
$Constellation Energy(CEG.US) How about you come down another 50 bucks? I've been watching you for a long time.
Constellation Energy
USCEG
J
$Constellation Energy(CEG.US) I'm waiting for it to drop 20% to find a buying point
Constellation Energy
USCEG
J
$LEMO SERVICES(02539.HK) Players who want to secure profits should sell quickly
LEMO SERVICES
HK02539
J
agree，尤其是 openai 那一段
Just now, Brother Feng answered a question, which was quite enlightening for the younger brother; to make a bold statement, personally, I believe that the value of digging out gold needs to far exceed that of the shovel sellers to prove that the current ecosystem has no bubble, or at least not such a big one; and among those who have dug out gold, Google currently seems to have dug out the most, so Google's upper limit will determine NVIDIA's upper limit within a certain period of time.
So if the younger brother had to choose. Maybe the shovel seller's shovel seller, TSMC; currently, which seems most likely to dig out the most gold, Google, would be a better target to focus on in the future; it must be said, Brother Feng is truly far-sighted.
J
$Pagaya Tech(PGY.US) is not a post-mortem
$Pagaya Tech(PGY.US) In the medium term, only an explosive market can suppress the market. I'm in PGY and BMNR, watching the show outside
J
$Pagaya Tech(PGY.US) In the medium term, only an explosive market can suppress the market. I'm in PGY and BMNR, watching the show outside
Pagaya Tech
USPGY