Wisely9

$Super Micro Computer(SMCI.US)Unfortunate to get into problem with the US export law. Previously also been accused of accounting fraud. I think stay away from this stock better. Still got other stocks to buy the dip especially the mega names like Nvda, MSFT, meta .

$TENCENT(00700.HK)This China big tech name gave back all its gains from last year. Despite its good earnings and low valuation, price seemed to always move up in order to be dumped back down. Seemed oversold below 500, but it can bounce up and get thrown again.

Gold long term is still a safe investment, buy the dip when appropriate. China companies cut each other’s margins and forever price wars , why no cooperation to draw turfs and focus on just doing a few things right ?

Gold and silver all time high, it does not make sense to keep buying. Maybe if prices dip more, then consider open a position. Tesla and Google overvalued, not confident of opening position. Baba looks undervalued but still quite wary of increasing competition in China market where companies always undercut each other.

Trump just need to stop attacking and then the Iran war will just end on its own. HK market is controlled to be bearish, not interested. AI boom is still the bet, accumulate at appropriate time.

$Hims & Hers Health(HIMS.US)Missed the boat when it dropped below $15 earlier. The partnership with Nvo is a win win for both companies. However Nvo still faces a lot of price pressure from US government and competition from Eli lly. Hims need more than Nvo sales right to turn around company. Need more user base growth to boost income and earnings.