择日飞升

$Invesco QQQ Trust(QQQ.US)$SpaceX(SPCX.US)$Tesla(TSLA.US)Holding positions over the holiday feels great! Even though it didn't go up that much, the good thing is my position is heavy, and I've already taken profits early~

This week will rebound, then turn down in the next few weeks. Everyone should avoid heavy positions in the tech sector$Micron Tech(MU.US)$Hang Seng Index(00HSI.HK)$SpaceX(SPCX.US)

$Microsoft(MSFT.US) cost 385. If I break even, I might have to pull out. The cloud business is too cutthroat, but I also want to wait for you to release a big announcement. You need to learn from Meta and rely on your own efforts 🤣

$S&P Global(SPGI.US) gave out some $Mobility Global(MBGL.US) in the spin-off🤔

Generally speaking, after a spin-off, institutions and retail investors, due to considerations of their investment scope, often engage in irrational selling, which may lead to mispricing🤔 Let's observe for a while first.

$Micron Tech(MU.US) What's up again, my lady?

Prior to the earnings report, the market consensus for FY2027 EPS is approximately $121.77. Combined with this quarter's outperformance and strong Q4 guidance, the adjusted EPS anchor point is set at $145. The valuation divergence primarily lies in the price-to-earnings (P/E) multiple the market is willing to assign, reflecting different judgments on whether the "cycle narrative has been broken": • Pessimistic scenario (cycle narrative unchanged, 5x P/E): If the market believes SCA is merely the icing on the cake, the memory industry will continue to exhibit the characteristic of "a deep valley inevitably following the peak"...

$Oracle(ORCL.US)$Netflix(NFLX.US)$Microsoft(MSFT.US) I think I'm not cut out for stock trading. The whole market was up except for Oracle, Microsoft, and Netflix, so I bought these three. Really, amazing, I feel targeted.

$Microsoft(MSFT.US) Could Microsoft be the Meta of that year?

$Microsoft(MSFT.US) 450 within 50 days. If it doesn't reach that, I'll eat shit.