Boss's Boss

$ XTALPI(02228.HK)Speechless. I feel ashamed to face my elders.

$ Rocket Lab(RKLB.US) The one from Bezos's family exploded. RKLB is still solid in this aspect.

$特斯拉(TSLA.US)what a beautiful moment.

$ Recursion Pharmaceuticals(RXRX.US) $ Robinhood(HOOD.US) The market seems to be correcting the prices of these two stocks. It's just a bit late. The call options are most likely going to be sacrificed. But in the long run, I still maintain my optimistic long-term view on them.

$ Rocket Lab(RKLB.US)Hahaha Right now, all my US stock holdings are rising today. Hahaha

Key points of the 2025 Q4 and full-year earnings call:

$ Netflix(NFLX.US) Jason 🍎's simple analysis for me-----NFLX current analysis (2026-05-28)Current price safety cushion:Latest price 87.35 USD (after-hours 87.365).RCN Strike 71.8685 → Safety margin ≈ +21.5% (current price / Strike - 1).Sufficient buffer, only +0.3% away from the Call Level (87.05), but risk is controllable with monthly observation. It forms complementary exposure with your existing NFLX stock position (cost around 86).Medium-to-long-term trend judgment: Slightly positive (core drivers remain).Fundamental,,Valuation: Current PE 27.61, below the 5-year reasonable range, cheaper than 85.85% of the time in the past 5 years (industry rank 7/68). Historical high once exceeded 59, fell to the 15-17 range during the 2022 low, currently in a relatively undervalued area.,Growth engines: Advertising business continues to expand (entering 15 new markets in 2027), password-sharing crackdown + ad tier have significantly boosted ARPU and profitability. Content partnerships with Spotify and others are deepening (Jay Shetty podcast big deal), international + original content moat remains.,Risks: High content costs, competition (Disney+/Prime), but Netflix has shifted to 'profit-first + advertising monetization', medium-to-long-term cash flow quality is improving.,Sentiment,,Institutions continue to buy (multiple recent 13F/13D increase records).,Positive news on advertising expansion and content partnerships, market acceptance of the 'Netflix 2.0 profit story' is recovering.,Overall sentiment is shifting from the 2022-2023 'growth slowdown concerns' towards a 'mature streaming leader + cash cow' positioning.,Capital Flow,,Recent trading volume aligns with institutional buying signals, retail/ETF inflows are relatively mild but stable.,Matches the RCN structure: High coupon (12%) + principal protection buffer, suitable for holding or slightly adding near the current price.,Comprehensive suggestions (for reference, not trading instructions):RCN level: Good safety margin, 12% coupon is highly attractive, suitable for continued holding and observing the monthly Call.,Stock level: Valuation is reasonable around 87.35, can serve as a supplement to core holdings; if wanting to add, suggest doing so in batches around the cost of 86.,Medium-to-long-term (1-3 years): High probability of upward trend, key catalysts are the continuous increase in advertising revenue share + content ROI improvement. Downside mainly comes from macro recession or major content mistakes, but current buffer is sufficient.My reason for building a position in NFLX is not to expect it to double in the short term or anything, but to deploy a portion of funds that originally required relatively moderate upside expectations into NFLX at the current level. My judgment is that downside is limited, and upside around 50% is not a problem; it's a decent deployment mathematically in terms of expected value.

$ iShares Bitcoin Trust ETF(IBIT.US) $ IShares Ethereum Trust ETF(ETHA.US) $ BitMine Immersion Tech(BMNR.US) $ Strategy(MSTR.US)Crypto fear index 15, basically in a state of market crash. What's going on here? It's really tough; All in, all in! Go!

$ LI AUTO-W(02015.HK) A total of 30,000 shares, all cleared. Tired. The car is good, but Li Xiang, his brain is broken. Goodbye;

$ Robinhood(HOOD.US)$ iShares Bitcoin Trust ETF(IBIT.US)The biggest divergence point for short-term Bitcoin has arrived. If it can break through, a real breakout, then there's still a glimmer of hope for the held HOOD options. Otherwise, well, it's going to show you what death looks like.

$ Coinbase(COIN.US) is considering whether to sell Coinbase and switch to $ Lemonade(LMND.US). Although Coin is indeed at the bottom currently, the main consideration is concentration risk.

$Windtree治療(WINT.US) 哎。。。。。。。。。认栽了。

$ Lemonade(LMND.US)$ Netflix(NFLX.US) are both prepared for a two-year holding period.

$ BitMine Immersion Tech(BMNR.US)Sell bnb to buy etheth will inevitably become the infrastructure of the new generation of AI finance.My claw bot has already set up an eth wallet, and I have given it some money of its own, because the private key is managed by itself.

$ XTALPI(02228.HK) Actually, I mainly want to try to find out the source of the downward momentum for Jingtai over the past six months. The trading volume isn't exactly small. Of course, overall tight liquidity in the Hong Kong stock market would be one reason; just look at Tencent. From a certain perspective, Jingtai has been relatively resilient. If anyone is interested in this topic, we can discuss it together.