ValueNvest

The core is still the supply-demand relationship

Storage shortage -> Price increase

-> Increased cost of electronic consumption -> $Apple Inc.(AAPL.US) fires the first shot by raising prices

After the price increase -> Sales volume decreases -> Demand reduction rebalances

There's no eternal rise, nor eternal fall🤔

When others panic, I...

Another new day

Good morning!

Added some long calls on $Apple(AAPL.US), $Amazon(AMZN.US), and $Alphabet - C(GOOG.US)

Not investment advice!

This volatility at the end of June

Rises before sleep, falls after sleep

Semiconductors have all become just like meme stocks

As the saying goes: for targets you're bullish on long-term, when a good price appears, scoop some up in batches.

The volatility in semiconductors...

$Taiwan Semiconductor Manufacturing Company(TSM.US) also dropped 6.69%, my core holdings 😂

$Berkshire Hathaway B(BRK.B.US)There's not much time left

Cleared the September calls

Holding onto the January ones

Not investment advice!

Don't be stubborn

Don't get carried away

Don't try to time the absolute bottom

Staggered investment strategy

Control the pace well

Don't be swayed by others' rhythm🤔

Have a cup of coffee and think about it

Investing is about investing in certainty

It's the certainty within your knowledge, or what you might call a high-probability event

Otherwise, what are you investing in? 🤔

There are different targets skyrocketing every day, we can't keep up with chasing them all

That's why I never chase highs

Because there are plenty of opportunities

Wishing you all

a safe and healthy Dragon Boat Festival!

Regarding the matter of whether $Tesla(TSLA.US) and $SpaceX(SPCX.US) will merge

To be honest, I'm a shareholder now

So I don't really care, merging or not is fine

Borrowing the words of the old-timer RonBaron, Elon will have his reasons for merging or not, I believe he's doing it for the greater good 🤔

Last night, I asked the young master if he knew SpaceX had gone public?

He said he knew...

I asked him if he knew what fuel their Starship uses now?

He said he knew it was hydrogen...

I said it's not anymore, it's all methane now...

I showed him the record in my book

I said now you know why physics and chemistry are inseparable...

Recently $Alphabet - C(GOOG.US) has been very strong

By the way, Google holds about 5% of the shares in $SpaceX(SPCX.US)

which is roughly the same as the number of shares currently circulating in the market

Regarding SpaceX's acquisition of Cursor

Short-term negative 

Long-term positive 

But still, stick to the previous thinking 

Don't FOMO 

Good investments also need to be paired with a good price 

Not investment advice!

$SpaceX(SPCX.US) The night market action is a bit crazy!

Cathie Wood has gone crazy

Selling like crazy

Even selling $Tesla(TSLA.US) 😂

$Berkshire Hathaway B(BRK.B.US) Gradually sell some long calls

Not investment advice!

Picking up the young master from school on a rainy day

$Tesla(TSLA.US) and $Microsoft(MSFT.US) performed quite well

$Amazon(AMZN.US)'s long call also looks good😂

SpaceX has no cruise phase, only engines that are always accelerating and a progress bar that's always maxed out!

SpaceX is pushing the limits in many technologies!

Speaking of which, the chemistry and physics I learned back in the day are of no use at work at all 😂

Maybe that's why many people are willing to work at SpaceX 🤔

Cash reserved for the SpaceX IPO💰

Didn't come in handy

Added some $Tesla(TSLA.US) and $Microsoft(MSFT.US) before the IPO

Haven't seen any better opportunities for the rest yet🤔

Had a cup of coffee☕️ and thought about it:

Every time after $SpaceX(SPCX.US)'s earnings report is lifted

Might be a good timing point

Take it slow with a phased strategy

Good investments also need to be matched with good prices🤔

Not investment advice!

$SpaceX(SPCX.US) SpaceX goes public

Musk created 4,400 millionaires in a single day

Among them, 400 are worth over $100 million - core executives

The remaining 4,000 are all frontline employees

Not to mention the coders, there are also welders and even cafeteria staff

Those who have truly stuck with Musk through these twenty years haven't had it easy

I want to say they deserve it!

Actually guessed right

Cathie Wood is frantically selling small-cap stocks

Open a position in $SpaceX(SPCX.US) 👍

So sleepy$SpaceX(SPCX.US) If it doesn't open soon I'm going to fall asleep 💤😂