韭菜巴菲特

$Circle(CRCL.US)Adding more $Circle(CRCL.US) (Circle) despite being down 9.2%. Short-term price action doesn’t change my long-term conviction. Volatility is part of investing, especially for companies with strong growth potential. I see this pullback as an opportunity to accumulate at a better average cost instead of reacting emotionally. As stablecoins continue gaining adoption and digital payments evolve, I believe Circle is well-positioned to benefit over the coming years. Patience, disciplined position sizing, and sticking to my investment thesis remain my strategy. Sometimes the best returns come from holding through uncertainty rather than chasing momentum.

$Netflix(NFLX.US)Still holding my $Netflix(NFLX.US) position despite being down 7.51%. Short-term price fluctuations don’t change my long-term investment thesis. Volatility is part of the journey, and I’m using this period to stay patient rather than react emotionally. As long as the business fundamentals remain solid and management continues executing well, I’m comfortable riding through the noise. Sometimes the best investment decision is simply to hold, let time work in your favor, and avoid making emotional trades. Looking forward to seeing how this plays out over the coming quarters.

$Netflix(NFLX.US)Bought more NFLX despite being down 12.71%. Short-term price movements don’t change my long-term conviction. Netflix continues to strengthen its global subscriber base, improve profitability, and generate strong free cash flow. Market volatility creates opportunities to accumulate quality companies at better prices. I’m staying patient, averaging my cost when opportunities arise, and focusing on where the business could be years from now rather than today’s unrealized loss. Sometimes the best investments require the strongest conviction.

$Unitedhealth(UNH.US)Added more patience than panic to this UnitedHealth (UNH) position, and it’s paying off with a 20.38% gain so far. Healthcare has faced plenty of uncertainty, but I believed the market was pricing in too much fear. I stayed focused on the company’s long-term fundamentals instead of reacting to short-term headlines. This trade reminds me that the best returns often come from disciplined investing, proper risk management, and letting time do the heavy lifting. Still holding and monitoring the next move carefully. 📈💪

$NVIDIA(NVDA.US)Closed part of my $NVIDIA(NVDA.US) position today after a solid +64.99% gain. Really happy with how this trade played out, but I’m not getting carried away. AI remains one of the strongest long-term themes, and NVIDIA continues to lead with its ecosystem and execution. Taking some profits helps me lock in gains while keeping capital ready for the next opportunity. The market will always offer new setups, so staying disciplined with risk management is just as important as finding great companies. Looking forward to the next trade.

$Trump Media & Tech(DJT.US)Sometimes the best lessons come from the toughest positions. My DJT holding is currently down 43.41%, but this reminds me that every investment carries risk, especially high-volatility stocks driven by news and market sentiment. I’m not rushing to panic sell—I prefer to reassess the company’s outlook, manage my position size, and stay disciplined with my strategy. A temporary loss doesn’t define the overall investing journey. Patience, proper risk management, and continuous learning are what help investors survive and improve over the long run. Every trade, whether profitable or not, adds valuable experience to becoming a better investor.

$Apple(AAPL.US)Currently sitting at a 11.16% unrealized loss, but this doesn’t change my long-term investment strategy. I knew there would be volatility when buying Apple, and short-term price fluctuations are part of the journey. Apple’s strong ecosystem, healthy balance sheet, consistent cash generation, and continued investment in AI and new products are the reasons I remain invested. Instead of focusing on today’s red numbers, I’m paying attention to whether the company’s fundamentals continue to improve. If the opportunity presents itself and my conviction remains unchanged, I may even average down to lower my overall cost. Investing is about discipline, patience, and staying committed to a well-researched thesis rather than reacting emotionally to temporary market movements.

$Nike(NKE.US)Currently down 8.47% on my Nike position, with an average cost of $45.43 versus the current market price of $41.58.

While the short-term price action hasn’t been encouraging, I continue to view Nike as a globally recognized brand with strong long-term potential. Market sentiment can change quickly, but quality businesses often take time to reflect their value.

I’m using this pullback as a reminder that investing is about patience and conviction, not chasing short-term movements. For now, I’m holding my position and watching how management executes its turnaround strategy.

Sometimes the best move is simply to stay in the game and let time do the heavy lifting. 💪👟

$Direxion Daily MU Bear 1X Shares(MUD.US)

Opened a position in Direxion Daily MU Bear 1X Shares based on a cautious outlook for Micron (MU). While MU has benefited from the AI and memory cycle narrative, expectations are already extremely high, leaving little room for disappointment. Any slowdown in demand, pricing pressure in DRAM/NAND, or weaker-than-expected guidance could trigger profit-taking.

This trade is not a bet against the long-term future of memory semiconductors, but rather a tactical position that reflects short-term valuation and sentiment risks. Sometimes protecting capital and positioning for potential downside opportunities can be just as important as chasing upside gains.

$Oracle(ORCL.US)Started building my position in Oracle and currently sitting at a modest +2.03% unrealized gain. The short-term movement is encouraging, but my focus remains on the long-term growth story. Oracle continues to strengthen its cloud business, AI infrastructure offerings, and enterprise software ecosystem.

I’m not chasing quick profits here. As always, patience and discipline are key. Small gains today can become meaningful returns over time when invested in quality companies. Looking forward to seeing how Oracle executes in the AI and cloud era. 🚀 Here we go

$Nike(NKE.US)Started a position in Nike at a cost basis of 45.43. The market price is currently 45.20, putting the position slightly down by 0.50%. Small fluctuations like this are part of investing and do not change my long-term thesis. I’m focusing on the company’s brand strength, global presence, and potential turnaround opportunities rather than short-term price movements.

Patience and discipline remain key. Every investment journey will have ups and downs, but staying committed to the strategy is what matters most. Looking forward to seeing how this position develops over the coming months. good luck Nike

$Apple(AAPL.US)Short-term price movements don’t change my long-term conviction. While my Apple position is currently down 3.75%, I see this as part of the normal investing journey rather than a reason to panic.

Apple remains one of the strongest companies in the world, with a powerful ecosystem, loyal customer base, and consistent cash flow generation. Market volatility creates opportunities for patient investors who focus on business fundamentals instead of daily price fluctuations.

For now, I’ll continue to stay disciplined, monitor the company’s performance, and let time work in my favor. Great investments are often rewarded through patience, not prediction.

$Unitedhealth(UNH.US)Happy to see my UnitedHealth ($Unitedhealth(UNH.US)) position showing a +16.34% gain today. This investment has been a great reminder that the market often tests our patience before rewarding conviction. There were plenty of negative headlines and uncertainty surrounding the company, but I chose to focus on the long-term fundamentals rather than react emotionally to short-term volatility.

Investing is not about timing every market movement perfectly. It is about identifying quality businesses, managing risk, and giving your investments enough time to work. The recovery in this position reinforces my belief that patience and discipline remain some of the most valuable assets an investor can have.

Still holding and looking forward to what the future brings. One step at a time, one investment at a time. 🚀💪

$Netflix(NFLX.US)Current position in $Netflix(NFLX.US) is down 7.25%, but this is exactly where patience and conviction matter most. Investing is not about chasing short-term gains every day, but about owning quality companies through both good and challenging periods.

While the market price is below my average cost for now, I remain confident in my strategy and continue focusing on the long-term growth potential of the business. Temporary drawdowns are part of every investor’s journey, and staying disciplined during these moments is often what separates successful investors from the crowd.

No panic, no emotional decisions—just staying invested, learning, and trusting the process. Every red day is an opportunity to build experience and strengthen conviction.

$Circle(CRCL.US)Patience continues to pay off. 📈

My position in $Circle(CRCL.US) is currently up 19.70%, with a cost basis of 71.26 and market value at 85.36.

While many investors focus on short-term price movements, I’m focusing on the bigger picture. Circle is positioned at the center of the growing digital payments and stablecoin ecosystem, and I believe the long-term opportunity remains compelling.

Not every day will be green, but having conviction, managing risk, and staying patient are key parts of my investing journey.

Looking forward to seeing how this story develops in the years ahead.

$Unitedhealth(UNH.US)Started building my position in $Unitedhealth(UNH.US) when market sentiment was extremely negative and uncertainty was everywhere. Instead of reacting to the noise, I focused on the company’s fundamentals and long-term value.

Today, my position is up 17.30%, a reminder that some of the best opportunities often appear when fear is at its highest. Investing isn’t about timing every move perfectly—it’s about having conviction, managing risk, and staying disciplined when others are emotional.

Still holding and letting the thesis play out. One trade doesn’t define the journey, but consistency and patience can make a huge difference over time.

$Netflix(NFLX.US)Not every position is green all the time, and that’s perfectly fine. 📉

Currently down 4.10% on my Netflix position, but my investment thesis remains unchanged. Short-term price movements are often driven by market sentiment, while long-term returns come from the company’s ability to execute and grow.

Netflix continues to be a dominant player in global streaming, with strong content production, expanding advertising revenue, and a growing subscriber base. Moments like these remind me that investing is about patience, conviction, and focusing on the bigger picture rather than daily fluctuations.

Red days are part of the journey. Staying disciplined and letting quality businesses compound over time. 🚀📺

$Unitedhealth(UNH.US)Patience is finally paying off with my $Unitedhealth(UNH.US) position. After all the volatility and negative sentiment surrounding the stock, I stayed focused on the long-term fundamentals instead of reacting to short-term noise.

Currently sitting at +15.38% unrealized gain, with a market value of $402.66 against an average cost of $346.67. The recent recovery has been encouraging, but my investment thesis remains the same — quality companies often go through difficult periods before the market recognizes their value again.

This is a good reminder that investing isn’t about timing every move perfectly. Sometimes it’s simply about having the conviction to hold through uncertainty.

$Beyond Meat(BYND.US)Not every position starts in the green, and $Beyond Meat(BYND.US) is a good reminder of that. Currently sitting at a small unrealized loss, but my thesis remains unchanged. Investing is not about chasing short-term price movements; it’s about evaluating whether the long-term risk-reward still makes sense.

Sometimes the market tests patience before rewarding conviction. For now, I’m staying disciplined, managing my position size, and keeping a close eye on the company’s execution and fundamentals. Every investment journey comes with ups and downs — the key is learning, adapting, and staying focused on the bigger picture.

$Circle(CRCL.US)Started building my position in $Circle(CRCL.US) when the market sentiment was still uncertain, focusing on the long-term growth story rather than short-term price movements. Today, the position is sitting at +27.80%, and it’s a reminder that conviction and discipline often matter more than timing every move perfectly.

The digital payments and stablecoin ecosystem continues to evolve rapidly, and I believe we’re still in the early stages of broader adoption. While volatility is part of the journey, staying focused on fundamentals has helped me stay confident through the ups and downs.

Taking profits isn’t my priority right now—I’m continuing to monitor the business execution and long-term opportunities ahead.

$Netflix(NFLX.US)Just started investing in Netflix. Short-term price movements don’t change my long-term conviction. Currently down 3.27% on Netflix, but this is part of investing. Market volatility creates noise, while business fundamentals create value.

Netflix continues to be one of the strongest global streaming platforms, with growing advertising revenue, expanding content offerings, and a massive worldwide subscriber base. As long as the investment thesis remains intact, temporary drawdowns are simply part of the journey.

Patience is often the most underrated edge in the market. Staying focused on the bigger picture and letting quality companies compound over time.

$Circle(CRCL.US)CRCL continues to be one of my strongest performers so far. Currently sitting at +43.64% unrealized gain, with an average cost of $71.26 and market price around $102.39.

Circle is becoming an increasingly important player in the digital finance ecosystem, especially with the growing adoption of stablecoins and blockchain-based payments. While volatility is expected after such a strong run, I’m staying focused on the long-term thesis rather than short-term price movements.

Investing isn’t about catching every move perfectly—it’s about identifying quality businesses early and having the patience to let the story play out. For now, I’m happy to continue holding and monitoring execution from management.

$Beyond Meat(BYND.US)Initiated a small position in Beyond Meat ($Beyond Meat(BYND.US)) at around $0.78 per share. The stock has been heavily beaten down over the past few years, but that’s exactly what makes it an interesting watchlist candidate for me.

This is a high-risk, speculative play. The company still faces challenges with profitability, consumer demand, and competition, but at current valuations, I believe the risk-reward profile is worth monitoring closely.

Not expecting overnight success here. The plan is simple: stay patient, manage position sizing, and see whether management can execute a turnaround story over the coming quarters.

$Lion-phillip S-Reit(CLR.SG)Slowly building my income portfolio one position at a time. 📈

Currently holding Lion-Phillip S-REIT ETF with a small gain of +0.73%. While the price movement isn’t exciting, this position is more about long-term exposure to Singapore REITs and collecting distributions rather than chasing short-term gains.

The market can be volatile, but quality assets and patience often go hand in hand. I’m continuing to accumulate strong dividend-paying investments and focusing on consistency over speculation.

Small green days may not look impressive, but they are a reminder that wealth is built gradually, not overnight. 💪

$Unitedhealth(UNH.US)

Started building this position when market sentiment was extremely negative and many investors were avoiding the stock. Instead of chasing momentum, I focused on the long-term fundamentals and gradually accumulated shares.

Today, my position is sitting at +9.61%, with an average cost of $346.67 and market price around $380.31. While it’s not a massive gain yet, it’s a reminder that opportunities often appear when uncertainty is highest.

Healthcare remains a sector with strong long-term demand, and I’m comfortable holding through short-term volatility as the business works through its challenges.

Investing isn’t about timing every move perfectly—it’s about identifying quality companies, managing risk, and giving your thesis time to play out.

What’s your outlook on $Unitedhealth(UNH.US) from here? 🤔