罗湖桥浸死鬼

$SoFi Tech(SOFI.US) trading volume has been consistently increasing, with a chance to build momentum for a breakout.

$SingTel(Z74.SG) Personal opinion, it might have bottomed out and rebounded. The impact of Singtel's open benefit share transfer is also almost at its tail end.

Actually, I wanted NET. TSM is fine too.

$CloudFlare(NET.US) If it can reach 191, I'll take a position.

$CloudFlare(NET.US)

I sold it before it rose to 220. Of course, I'm bullish on my cyber godfather, but it has indeed overextended in recent days, too detached from the fundamentals. I won't chase the last penny.

I'll continue to support my godfather below 200.

$CloudFlare(NET.US)

Cybersecurity is a major part of AI infrastructure. Anthropic won't do something that undermines its own defenses. It's best to leave professional matters to professional companies.

$Adobe(ADBE.US) With all due respect, Adobe is really not doing well anymore. It should have dropped to this price back in 2020 when various open-source alternatives were booming.

$Netflix(NFLX.US) I previously bought a shark fin structured product linked to Netflix, which requires Netflix's stock price to reach above 150 to generate returns. The maturity date is February 2027, and it seems hopeless now.

$IBM(IBM.US) A former bank COBOL dog here to ramble a bit. IBM is far more than just COBOL. Even taking COBOL alone, it's a whole set of software and hardware systems, including mainframe/DB2/JCL/various scheduling systems/minicomputers/tape storage, etc.

Each node has a well-tested blame-taking mechanism that has been validated over a long period to ensure stability.

AI is certainly powerful, but I think it's more likely that AI will be absorbed into this system to improve efficiency, rather than directly replacing and migrating it. Even if replacement and migration is the general direction, it can't be done by AI in a short time.

$Netflix(NFLX.US)The bearish argument is that Netflix's recent translation quality has plummeted.

$CloudFlare(NET.US)callback😎

$SoFi Tech(SOFI.US)

Here is a summary of the trading details:

1️⃣ February 5th: EVP Makes the First Move

Person: Eric Schuppenhauer (EVP, GBUL Borrow)

Quantity: 5,000 shares

Price: $19.93

Holdings: Total holdings increased to 228,767 shares after the transaction! Confirming big player status.

2️⃣ February 6th: General Counsel Follows Up

Person: Robert S. Lavet (General Counsel)

Quantity: 5,000 shares

Price: $21.04

Method: Purchased through his personal trust fund. The trust's total holdings are now 17,172 shares.

💡 Why is this important?

Price Signal: Two executives made real-money purchases around the $20 mark, indicating management believes this price level is still attractive.

Alignment of Interests: 5,000 shares may not seem like much, but consecutive 'buying sprees' are often a strong bullish signal released by management to the market.

The quantity is only a few percentage points of their holdings. Not much at all.

Following trades carries risks. A small follow is just for fun.

$CloudFlare(NET.US)You've been staring at the K-line. Let me share my perspective as an actual user of this company:

It's one of the very few companies that have made 'security' and 'speed' out-of-the-box for developers. Compared to AWS's complex configurations, Cloudflare's developer experience is a whole level ahead.

Current AI Agents require low latency. Running inference on Workers is much faster than calling remote APIs. As you can see, the popularity of Clawdbot is just the beginning - a significant portion of future AI applications will be deployed at the edge.

As the saying goes, don't invest in things you don't understand. I wouldn't say I fully understand Cloudflare, but as an independent software developer, the help CF has given me over the years is beyond words. Currently, I don't think there's a company on Earth that's more friendly to junior developers with tight budgets.

CF doesn't mind that I'm poor, and of course, I don't mind that its stock is expensive. Long-term holding for support.

$CloudFlare(NET.US)Many people think my godfather, the Cyber Bodhisattva, just does ordinary gateways. Wrong, wrong. AI gateways and LLM computing power are also provided. How could it be behind the times?

$Altria(MO.US) Bro, I haven't bought enough yet, don't rise so fast.... I've only bought the second batch of my phased buying plan.

$Coca Cola(KO.US) see if it can reach 71, I'll sell half

$Altria(MO.US)Ordinary people's economic downturn needs smoking. Needs lipstick.

$Coca Cola(KO.US) previously set a buy order at 68.5, just missed it. So hard.

$NASDAQ Composite Index(.IXIC.US)It's time to post this chart again

$Coca Cola(KO.US) This kind of old-school stock is all about patience and emotional stability. Even if it drops by half, I won't have any emotional reaction and will just silently add to my position.