Karlven

SpaceX (SPCX) just went public on Nasdaq yesterday (June 12), adopting a non-traditional phased rolling lock-up mechanism instead of the standard 180-day lock-up for typical IPOs. The following is the complete lock-up release schedule disclosed in the S-1 prospectus: Equity Structure Overview Holder Group Shareholding Ratio Lock-up Period Musk ~42% (85.1% voting rights) 366 days...

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!

Do you know that in the 1950s, GD had a move called "luring the snake out of its hole".

I've lost so much money that I'm in no mood to talk, 2000 yuan. I'm working my butt off for a whole month just to earn a few hundred yuan, and I've lost five months' worth of my salary. I'm feeling desperate, sad, and utterly helpless. I just don't get it. When the broader market was up, precious metals fell, and defense stocks fell. Now that the broader market is down, precious metals are still falling, and defense stocks are also falling. Weren't you supposed to have rock-solid logic? How come you're softer than an old lady's foot-binding cloth now? Platinum was at 14 yuan a few days ago and I didn't sell. That was really disappointing, and now it's dropped to 12 yuan in the blink of an eye. I really considered selling at 14 yuan, but I thought about how I'd sold the others too early and missed out on gains...

In 2026, AI agents are no longer a buzzword. Claude Code, Cursor, Gemini CLI — developers and investors are now using natural language to pull market data, place orders, and parse earnings reports. A broker's API is no longer just a tool for quant teams; it's become the last-mile nerve ending connecting every AI tool to the financial world. Both Longbridge and Futu have stepped up with their own Skills offerings — but their architectural philosophies diverge from the very first line of code...

Next, the ones that might go unnoticed are $Cleveland Cliffs(CLF.US) and $Nintendo(7974.JP)

The most top-tier judgment

The bleakest returns

$Invesco QQQ Trust(QQQ.US)

I just searched for Bilibili and casually recorded a few of its higher lows. I found that from July 2024 until now, over a year, it actually provided nearly 20+ big opportunities for arbitrage. It's not an exaggeration to call it the ATM for Chinese concept stocks, right? Whether it's for arbitrage or grid trading, Bilibili is quite comfortable. Or you could simply hold it long-term and it's also comfortable...

$Berkshire Hathaway B(BRK.B.US)$Alphabet(GOOGL.US)

Repost: On February 15th, Berkshire Hathaway disclosed its Q4 2025 holdings list (13F).

The most shocking change is—

After holding Alphabet for just one quarter and achieving close to 50%+ returns, they completely liquidated their position!

According to related reports, the small test position in Alphabet (only $4.3 billion, less than 2% of total assets) was a decision made by the company's investment manager, Todd Combs.

This position was an independent decision made under his purview, without the instruction or approval of the "Oracle of Omaha."

In December 2025, after Todd Combs left Berkshire Hathaway, the company promptly liquidated the Alphabet position.

There is no public explanation yet for why Todd left, but one thing is certain: in the post-Buffett era, the new CEO Greg remains a staunch believer in Buffettism.

This is evident from the latest holdings; the post-Buffett era Berkshire Hathaway is even more Buffett-like!