當前收益率位於 Top 10%
基於長橋（新加坡）綜合賬戶計算

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$Micron Tech(MU.US) I’m staying bullish on Micron despite the recent dip. While high capex and rising oil prices caused a "sell the news" reaction, the fundamentals remain very promising: revenue nearly tripled and HBM is sold out through 2026. With 81% margins guided, I am holding on to my $Micron Tech(MU.US) shares. (Note: This is not a financial advice)

A politician -- and worse, a president -- doing investments while in office raises obvious conflicts of interests and huge ethical implications. In my opinion, this should be illegal. 

About the Iran-US issue: Trump's just throwing a lot of lies and hyperbole here and there to muddle the truth about the hole he dug for himself (and to which, he is dragging the world into). But for now, I think the markets just have to do what it has to do -- thrive and trade. A "cautious optimism" would be the appropriate way to describe how the market is responding to the oil and geopolitical crisis we have now. 

Trump's talk of closing the war he started is doubtful. But we can only hope for the best. 

Mel

Mel