价值&价值投机

$Alphabet - C(GOOG.US) unfollowed a lot of people, especially those who unnecessarily flaunt their orders, which affects my own judgment and mindset $NVIDIA(NVDA.US)$Microsoft(MSFT.US)

$Oracle(ORCL.US) last fell to around this level back in 2020 during the pandemic.

$PDD 260605 95 Put(PDD260605P95000.US)This was the biggest loss from selling a put, it got breached.

$PDD(PDD.US) I feel like I'm being stupid too, I've already gotten out, why would I still buy those Chinese ADRs? 😂

$Microsoft(MSFT.US)Microsoft finally went up. Held it for almost half a year, almost made me question my life😂

$Coca Cola(KO.US)Coca-Cola is only a bottom-fishing opportunity when its dividend yield is above 2.9%. At its current price, it's neither here nor there, and buying it now is most likely a waste of time.

$Microsoft(MSFT.US) No rush, wait quietly for the wind to come, hold with patience.

$Microsoft(MSFT.US) cloud business is highly likely to achieve growth exceeding expectations in the coming year, with enormous demand for computing power.

$AST SpaceMobile(ASTS.US)Sell puts to open a position and see how it goes.

$Globalstar(GSAT.US) buy a long call as a lottery ticket

$Berkshire Hathaway B(BRK.B.US) is probably not a reversal, more like a rebound before a sharp drop. $Invesco QQQ Trust(QQQ.US)$Amazon(AMZN.US)$NVIDIA(NVDA.US)$Microsoft(MSFT.US)

$Microsoft(MSFT.US) has broken through the support level. See you at 340.

$Meta Platforms(META.US) The 'ghost stories' of the Magnificent Seven are taking turns haunting them. The last one was Microsoft, and now it's Meta's turn😂

$Microsoft(MSFT.US) reduced my position by half, feeling there's no sign of a bottom in the short term. Although the US-Iran situation could reverse at any time, based on the historical script of Middle East conflicts, there's likely to be another round of escalation before a complete reversal. 😮‍💨

$Microsoft(MSFT.US)'s fundamentals are fine, so just keep holding it.

$Microsoft(MSFT.US) If it falls below 365, it's probably heading towards 340.

$Microsoft(MSFT.US) is falling a bit too hard, it's making my scalp tingle.

$Microsoft(MSFT.US) Faced the fear and added to my position.

$PDD(PDD.US) Is it also going to plummet 10 centimeters after the earnings report? 😂

$Berkshire Hathaway B(BRK.B.US) This rebound feels limited in strength.

$Berkshire Hathaway B(BRK.B.US)If it gaps up at the open, I won't chase it. Feels a bit risky.

$American Express(AXP.US) Looking at the chart, the major bottom should be around 260-265, but the current price isn't expensive either, so it's still worth observing further.

$NVIDIA(NVDA.US) feels like a monkey market recently, jumping up and down

$NVIDIA(NVDA.US)'s current P/E ratio is almost the same as during last year's tariff war, but the stock price has doubled compared to last year's low. However, the current position is still relatively safe.

$Microsoft(MSFT.US) is estimated to pull back once more; no need to rush to add to the position immediately, wait for the trend to be confirmed again.