Yes, Brother Cai is relatively objective and ratio

Yes, Brother Cai is relatively objective and rational. I want to say that in the stock market, gains and losses depend on expectations and narratives, and declines are also part of the market. When investing in individual stocks, you have to accept such outcomes. The stock you choose is highly likely to underperform the index for a very long period. 🥲

Many hold the view that M7 is not worth continuing to invest in. I can't refute that right now; time will tell. However, big tech is cheap now. I'll buy whichever is cheap and has a wide and high moat.

Many in big tech are "cash cows" (or deep-pocketed backers). They are willing to sacrifice cash flow to expand infrastructure. If one day they feel they've built enough, or if they can't make ends meet and reduce expenses, free cash flow will also increase rapidly immediately. The market will definitely pay for companies with high cash flow and a high moat.

Another point in the comments is that AI infrastructure is a "death spiral"; once it stops, it will definitely crash and die together. How is that possible? First of all, some companies in the SaaS sector, which is currently suppressed by AI, will definitely jump up and rise immediately because these two sectors are actually hedging against each other now.

Before AI started, wasn't the reason big tech became "big" precisely because of good business, high barriers, and the ability to make money? Why assume that if the cash cows stop spending, there will still be a crash?

Time will prove whether each investment decision can bring long-term returns.

Personal opinion only, friendly discussion is welcome.

彩子

Riding the wave of the popularity of Fente and Value Brother.

$Apple(AAPL.US) today's drop is quite good. For such an ultra-stable stock, if it falls this much, there must be some abnormal factors. I also mentioned it in Fente's comment section, and then he shared his view. Once this kind of cornerstone stock falls, it tends to rebound faster.

$Amazon(AMZN.US) I think this price level is acceptable now. Including the talk earlier this year about buying freely below 220, below 215. At this current price, and judging it together with the overall market, it's actually quite good.

$Taiwan Semiconductor(TSM.US) Geopolitical economics have an impact, but currently, looking at it, it has stabilized at this level, seems fine.

$NVIDIA(NVDA.US) I feel the 195 price level is also quite good. It's already back to levels from a very long time ago. Compared to AMD being so high, I think it should see some improvement, but it seems to be acting as a stepping stone for everyone, with not much movement.

$Tesla(TSLA.US) As for this one, options are hard to say, but at this price, I think the common stock is okay. Playing options on Musk's stock, personally feels super risky anyway.

That's right, all are old-timer stocks.

Also, listing a few more for you, stocks you probably haven't paid attention to. I've shared them once or twice before. Just watch these, don't touch them. Because they are too niche, too obscure.$3M(MMM.US)$Honeywell Tech(HON.US)$Ferrari(RACE.US) The first two manufacturing stocks have performed very well this week. I haven't figured out Ferrari, anyway, I'm not clear why this stock has been so good this week.

$Nokia Oyj(NOK.US) This one seems fine to me, in the main track.

I didn't buy storage stocks, and I can't analyze them either, because I've been watching them for a long time, but I don't dare to touch them. Of course, not touching them was a mistake, but touching them now wouldn't necessarily make me feel too bad.

Space stocks, everyone must be cautious, definitely don't put all your focus and bets on this. You'll find I mention this in every post. It's because I've discovered too many people lurking below, unwilling to accept losses or whatever. New ones keep popping up every day, sigh. Mainly, the leverage hasn't been unwound yet.

This year's SPCX-related stock list has completely lost all its value by today, all down more than 50%. Up to this moment.

I watched the entire official livestream this afternoon. I absorbed all the good and bad views from everyone. But the overall view, short-term is definitely bearish, because there are too many restrictions not lifted yet. Right now, this is completely not the thing. There are also many good views. You'd better go listen to that afternoon livestream. It will give you an understanding of space, Tesla, and $SpaceX(SPCX.US). The views of the several big shots are very good. Very objective descriptions. Subjective judgment is up to us. Listen to the livestream and then decide.