$Oracle(ORCL.US) missed AMD just like that last year
Shaka
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敬天地，敬父母，爱家人；选好股，守纪律，落子无悔，剩下交给时间。
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$Oracle(ORCL.US) Who went long and got liquidated; why did you turn into a software company when data centers were rising?
Oracle
USORCL
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$Lion(LGHL.US) Why can it do a reverse split every few months?
Lion
USLGHL
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Yes, don't just follow the crowd, have your own judgment, don't FOMO, that's better than anything.
$BABA-W(09988.HK)$Hang Seng TECH Index(STECH.HK)$PDD(PDD.US)$Trip.com(TCOM.US)$XIAOMI-W(01810.HK)
Recently, some people happened to be in the right place at the right time, so they made money. Others were unlucky not to be in the hot sector, so they didn't make a profit or even lost money. However, for retail investors, predicting the next hot trend is impossible, which is also why I've always disagreed with trend-related theories. So what can be done? Only by looking at valuations and believing in cycles can one avoid chasing trends and taking excessive risks. The method is straightforward in theory, but not easy to implement. The reason it's difficult isn't so much human weakness, but rather, I think, just seeing too much. Every day, you see how much other sectors are making, you see people in the hot sectors flaunting their gains, and you see others mocking the industry you're heavily invested in. If people could just stop looking, I believe the number of those who cut losses at low valuations, sell out, and chase highs would at least halve. Many people in the hot sectors emphasize the importance of industry research or even single-stock research, ultimately to hold on during volatility. But this obsession can also lead people into a trap, making them think, 'I've done so much research, how can I end up with nothing?' It's a backlash from being overly critical and trusting of oneself. So I choose not to do industry research at all, partly for the reasons above, and partly because I think there are already plenty of institutions and individuals doing industry research in the market; there's no need to compete with them for that slice of the pie. On the contrary, I believe there are relatively few people in the market who can ignore everything, disregard all noise, and simply hold firm to the principle of buying low and selling high. I think this is the more likely direction for me to achieve alpha.
To sum it up, currently, the constituents of the Hang Seng Tech Index are relatively undervalued. You could cut your losses, but it's not necessary. That's all. Let's encourage each other.
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$XIAOMI-W(01810.HK) I bought it back. Target to hold for a year. Ignore the comment section, wait for a consumption rebound. If it falls, I'll continue to average down.
XIAOMI-W
HK01810
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$XIAOMI-W(01810.HK) The storage sector is down. Why aren't you rising? They say buying Xiaomi is shorting the storage sector.
XIAOMI-W
HK01810
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$XIAOMI-W(01810.HK)has no value, only investment
XIAOMI-W
HK01810
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$XIAOMI-W(01810.HK) Mi (Xiaomi), you should get into making memory chips, aren't you good at making things?
XIAOMI-W
HK01810
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$XIAOMI-W(01810.HK) When all the bad news is out, it's good news. The bottom-fishing level is coming soon. I say 28, do you guys believe it?
XIAOMI-W
HK01810
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$Vistra(VST.US) opened a starter position. Originally planned to buy at a target price of 150, but who knew, upon looking back, it was already at 135.
Vistra
USVST
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$Lululemon(LULU.US) P/E ratio is not as good as Pinduoduo's
Lululemon
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$Microsoft(MSFT.US) Looking at the soft stock in my hand and then at SanDisk and RKLB in my watchlist, I cried.
Microsoft
USMSFT
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$Super Micro Computer(SMCI.US) Take profits when you see a good opportunity
Super Micro Computer
USSMCI
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$Microsoft(MSFT.US) I'm rough, can't stop it, can't stop it
Microsoft
USMSFT
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$Microsoft(MSFT.US) won't be bought, right? The US stock market's Xiaomi? Value investing 🥹
Microsoft
USMSFT
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$XIAOMI-W(01810.HK)🐮 What the heck is this? Said I wouldn't look, wouldn't look, but how come it's dropped this much without me looking?
XIAOMI-W
HK01810
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$Oracle(ORCL.US) Ahhhh I got shaken out of the position!
Oracle
USORCL