ValueNvest

Oh my god

These tech stocks...

Luckily, I've already sold all the long calls on tech stocks

Otherwise, it would be even more unbearable to look at!

Many bros are asking how to operate with the SpaceX IPO?

Here's a unified reply:

1. Opening a position will definitely still be a phased strategy.

2. A good price is crucial, avoid FOMO.

3. Also, you need to comprehensively judge the overall market trend.

4. 2T is a boundary, analyze based on the specific situation.

Not investment advice!

Longcall is only for dealing with the short to medium term

In the long run, it still depends on the underlying stock

As the saying goes: Hold tight to the great companies you're bullish on and grow together

I've basically closed all my tech stock long calls.

Only the $BRK.B long call remains.

Waiting for the wind to come.

Still need a bit of luck!

Tech stocks are all moving in sync today.

$Tesla(TSLA.US) stands out from the crowd👍

Hoping $Berkshire Hathaway B(BRK.B.US) can play a role🤔

Hang Seng is really hard to understand

It surged yesterday and plummeted today😂

$Microsoft(MSFT.US) is already at negative cost

Let the bullet fly a little longer

Not investment advice!

Berkshire Hathaway has agreed to subscribe to $10 billion worth of $Alphabet(GOOGL.US) shares through a private placement.

This transaction is one of the most significant investments since Greg Abel took over as CEO of Berkshire Hathaway.

It signals that $BRK is strategically pivoting from traditional value investing towards artificial intelligence and technology! 🤔

Surely some buddies will ask why $BRK is still falling?

I won't reply then🤣

Do you ever feel like

whenever you buy, it goes down 📉

whenever you sell, it goes up 📈

and when you hold, it just moves sideways while you watch others' stocks rise 📈

Actually, everyone feels the same way 😂

How to deal with it?

The only way is to buy what you understand, and then wait patiently 🤔

$Microsoft(MSFT.US) took off during the night session 🛫

Only $Berkshire Hathaway B(BRK.B.US) is left

Focus on the SpaceX IPO in June!

Accompanying the boss for a walk in the park, I captured a photo of a butterfly🦋

Young master said he wants to eat beef brisket

Let's get it started 😂

It's a tale of two extremes

Selling some $Microsoft(MSFT.US) long calls in batches

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

Not investment advice!

When I invest,

I only invest in companies that drive social progress,

benefit humanity,

and have value.

Because such companies will eventually be discovered by the public. 🤔

The collaboration between $Snowflake(SNOW.US) and Amazon $Amazon(AMZN.US)

This not only marks a shift in the relationship between the two giants from competition to deep symbiosis

But also signals a major transformation of the cloud computing industry towards "AI-native infrastructure"!

Suddenly reminded to replace the low-voltage battery 😂

AI enhances coding efficiency

AI Coding further improves software tools across all industries

Not just the internet industry of the past

But across all industries, overall efficiency improvement

AI Coding will also accelerate the development of humanoid robots

Robots addressing labor shortages is also an efficiency gain

Therefore, the AI revolution era is not on the same level as the internet era of the past

Tenfold or even a hundredfold

Hold tight to the great companies you're bullish on and grow together🤔

SpaceX's market cap is 1.75 trillion right after its IPO

How much do our few Chinese tech giants add up to? 🤔

Avoid obsession with Chinese concept stocks

You must read the book "The Warren Buffett Portfolio"

Have a cup of coffee ☕️

Think about the future 🤔

Continue to mess around

I like to vibe coding a reading feature while reading books

Supported different formats of e-books

Basically usable😂

Skipping rope is a good exercise 👍

Eat when it's time to eat, drink when it's time to drink, exercise when it's time to exercise

Things will be resolved 😂

Some buddies asked: Will SpaceX's IPO have an impact on $Tesla(TSLA.US)?

To be honest, I don't know. It's hard to judge the stock market in the short term.

But what I do know is: Tesla holds 18,990,195 shares of SpaceX Class A common stock, roughly 1%.

My move is not to touch my $Tesla(TSLA.US) position.

By the way, the cash from the long calls I made a while back is basically enough to get into SpaceX. If I'm going to open a position, I'll definitely do it in batches. 🤔

$NVIDIA(NVDA.US)'s Q1 2026 earnings beat expectations:

Revenue: $81.6B, YoY📈 +85%

Data Center: $75.2B, YoY📈 +92%

EPS: $1.87, YoY📈 +135%

Gross Margin: 75%, YoY📈 +14%

The anchor of AI stocks!

Duan Yongping made a big move and built a position in $Tesla(TSLA.US) again.

The position was directly increased to 6.34% 👍

Impressive! After buying a Model Y and using FSD, he's truly practicing what he preaches!