ValueNvest

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!

Last night, I cleared out all the scattered small positions in my partner's account.

Consolidated cash.

Also ready to welcome the SpaceX IPO.

It is said that BlackRock has discussed investing $5 to $10 billion in SpaceX's upcoming IPO.

How should we retail investors operate?

To be honest, I haven't figured it out yet, I don't know what the situation will be on the first day of the IPO.

We'll analyze specific issues as they arise then.

TSMC's $Taiwan Semiconductor(TSM.US) factories in the US and Japan have both achieved key profitability milestones!

With the explosion in global AI chip demand, these overseas factories are transitioning from a high-investment construction phase to a profitability harvesting period!

After years of overseas layout, it's finally starting to gain momentum 🤔

Today, I researched the physical AI industry a bit.

Robots and smart glasses 👓

These domestic companies all seem so unfamiliar; I don't study them much usually. 😂

Need to do more homework! 🤔

Accompanying the leader to enjoy flowers in the park

Suddenly discovered that Berkshire Hathaway $BRK.B has been aggressively increasing its position in $Alphabet - C(GOOG.US)

Q1 increased by 203.99%

Including $Alphabet(GOOGL.US), Berkshire now holds a total of 6.32% 👍

Abel is indeed taking action🤔

Played the $Apple(AAPL.US) 280 long call twice

Cleared the remaining long calls today

Not investment advice!

By the way, long calls are pretty good for dealing with short-to-medium-term fluctuations 😂

Trump also trades stocks

Why is this list different from what some media say? 🤔

But what I want to say is

Trump won't let the U.S. stock market crash

That's why he comes out to hype it up every time! 😂