Recent investment views of Duan Yongping

1 Believes that "Know-it-all" Trump isn't actually knowledgeable—it's just that many people think he is, and Trump himself believes he knows everything. But admits that his antics could create many investment opportunities.

2 On the tariff war, believes China should "subdue the enemy without fighting."

3 Thinks Google has deep reserves and shouldn't be underestimated, recently increasing positions in GOOGL. In the AI era, none of these seven companies should be overlooked, emphasizing the strength and monopoly of U.S. tech giants. Based on Duan Yongping's previous holdings, it's speculated that his AI giant holdings are likely AAPL, GOOGL, NVDA...$Apple(AAPL.US) $Alphabet(GOOGL.US) $NVIDIA(NVDA.US)

4 Believes TSMC remains irreplaceable for now.$Taiwan Semiconductor(TSM.US)

5 Thinks Apple's stock is a bit expensive; if the P/E reaches 25, it would be a more reasonable price.$Apple(AAPL.US)

6 Used put options to build positions in Apple and Nvidia...

7 Believes investing is the only industry where "professionals" might not outperform "amateurs."

8 Thinks ASML has always been and remains an impressive company.$ASML(ASML.US)

9 Compared to previously being fully invested, now holds some cash.

10 Regarding the currently trending Pang Donglai, believes supermarkets are a tough business.