复利Ray

$AMD(AMD.US)Anthropic will become $AMD(AMD.US)'s largest customer

$AMD(AMD.US) Among the top 10 best-selling CPUs on Amazon UK, 9 are from AMD 🔥🔥🔥

Out of the 9 best-selling AMD CPUs, 6 have received 5⭐️ customer ratings/reviews.

Out of the 9 best-selling AMD CPUs, 3 have received 4.5⭐️ customer ratings/reviews.

$Kurv Memory Select ETF(KMEM.US) has no liquidity, let's check again after some time, if it doesn't work out then switch to $Roundhill Memory ETF(DRAM.US)

$Novo Nordisk AS(NVO.US) is facing the third wave, approaching the previous high of $47.79. Can it effectively hold above this level tonight?

$Microsoft(MSFT.US) is in the bottoming phase. After wave c has completed and stabilized, a new market trend is starting. Hold on tight, all you chairmen.

See how much I've lost? 😂$Microsoft(MSFT.US)

$Berkshire Hathaway B(BRK.B.US) has broken through and stabilized, the sky's the limit

$Berkshire Hathaway B(BRK.B.US) will stabilize at 490 tonight and then head straight for 500

$Berkshire Hathaway B(BRK.B.US)490 Go go go!

$AMD(AMD.US)$Alphabet - C(GOOG.US)$Tesla(TSLA.US)$Taiwan Semiconductor(TSM.US)$Amazon(AMZN.US)$NVIDIA(NVDA.US)$Microsoft(MSFT.US)$Micron Tech(MU.US)When the market crashes, it's time to pick up cheap shares. Add to your position in batches. Don't panic and sell at a loss, exiting at a low point. Don't think you're a genius trader who can always time the top perfectly. When the price rises, it won't give you a chance. You just get in and are left hanging at the peak, then you sell at a loss, and the cycle repeats.

$Invesco QQQ Trust(QQQ.US)$NVIDIA(NVDA.US)$AMD(AMD.US)$Amazon(AMZN.US)$Taiwan Semiconductor(TSM.US)$Tesla(TSLA.US)$Alphabet - C(GOOG.US) Many people panic as soon as they see CPI, but the market has already priced in the oil price increase.

The current market expects CPI at 4.2%, 0.5% higher than last month. It's not easy to significantly exceed expectations.

The Fed is more concerned about core CPI (excluding food and energy). For major items like rent, healthcare, new and used cars, there was no significant runaway increase in May.

So unless the data far exceeds expectations, the impact on the market may be limited.

Instead of guessing CPI every day, focus more on corporate fundamentals.

Buy the dip, hold for long term.

$Tesla(TSLA.US)$Taiwan Semiconductor(TSM.US)$Invesco QQQ Trust(QQQ.US)$AMD(AMD.US)$NVIDIA(NVDA.US)$Amazon(AMZN.US) often fall fast, and they often rise fast too.

Declines are inherently part of the stock market. What goes up must come down, and what goes down may rise again. That's market dynamics.

The real danger isn't the decline itself; it's panicking during the decline and handing over your chips.

Then when the rebound comes, they start asking, "Can I still buy now?"

Many people looking back at today in the future might regret not buying more.

Just like those who dared to add positions against the trend in March this year were seen as clowns then, but are now the envy of others.

I don't try to guess the bottom, nor the top.

Keep buying, keep holding. 📈

$AMD(AMD.US)$Tesla(TSLA.US)$Invesco QQQ Trust(QQQ.US)$VG S&P 500(VOO.US)$Taiwan Semiconductor(TSM.US) The US stock market has corrected about 6% in two days, and market sentiment has entered the panic zone.

If CPI meets expectations, the low point of this round has most likely already appeared.

If CPI falls short of expectations, there might be one last dip, but the room is limited.

The AI industry trend remains unchanged, and corporate profits are still strong.

The probability of the Fed raising interest rates sharply in the short term is not high.

Buy the dip, buy the dip. Stay firm in your conviction. The AI logic hasn't changed. A pullback is your opportunity to get on board.

$Tesla(TSLA.US) supplementary materials, do they all need to be supplemented?

$Berkshire Hathaway B(BRK.B.US) Let's see if it can hold at 472. If it can, it may continue to rise; otherwise, it will likely fluctuate within the 471-472 range.

$Novo Nordisk AS(NVO.US) I just want to break even

$Berkshire Hathaway B(BRK.B.US) requires an abundance mindset.

Every week, something pops up and then falls back down.

You'll catch the next opportunity.

Everyone is a "perfect trader with 20/20 hindsight."

You need foresight and patience to find good risk-reward setups.

Staring at charts that have already run their course isn't much help to me.

Charge!

💪🏼🙌

$AMD(AMD.US) The market has just started. It's like a leech, holding on tight and not letting go no matter how much it fluctuates.

$Novo Nordisk AS(NVO.US) so many limit orders at 45

$Berkshire Hathaway B(BRK.B.US) Berkshire's Q1 cash reached a record high of $397 billion, many say this is a signal of a market crash, but I think it's not that simple.

Understanding this cash pile from three perspectives:

1. Not all "own money"

Its insurance businesses (GEICO, etc.) generate substantial float, which naturally needs to be held in liquid assets and cannot be invested recklessly. Most is allocated to short-term U.S. Treasuries, earning risk-free interest while remaining readily available.

2. Not predicting a crash, but can't find bargains

14 consecutive quarters of net selling, overall market valuations are expensive, unable to find targets with sufficient margin of safety, so cash has naturally accumulated.

3. But historically, it has always been positioned ahead of opportunities

2007 cash hoard → 2008 bottom-fished Goldman Sachs; 2019 cash hoard → 2020 COVID bottom buying. Not because "they knew it would fall," but a byproduct of not finding good buys, and it turned out right every time.

Whether a market crash is coming is unknown, but this cash itself is not a prophecy, it's the result of discipline.​​​​​​​​​​​​​​​​

So what is there still to worry about?