ValueNvestSemiconductors
$Taiwan Semiconductor(TSM.US) and $ASML(ASML.US)
These two cash cows are what I've always been bullish on
Their ability to generate consistent profits
And their deep moats
The only downside is that they aren't US companies
Not investment advice!
$SpaceX(SPCX.US) bullish long-term
Wait patiently for a good price
Shorting US stocks is not recommended
Especially Elon Musk's company 🤔
Not investment advice!
Rescued $Taiwan Semiconductor(TSM.US)
Today need to rescue $Tesla(TSLA.US) too
Add some underlying shares first 😂
Not investment advice!
Eat when you should eat
Play when you should play
Tomorrow is another new day 😂
$Netflix(NFLX.US) The long-form video industry is getting increasingly difficult.
Back when Netflix was booming, around 2016,
they leveraged AI for their smart recommendation system and rolled out a bunch of features.
Now, the long-form video market is saturated, and short-form videos are dominating.
I haven't paid attention to it for years.
What's done is done 🤔
$Taiwan Semiconductor(TSM.US) unity of knowledge and action
Easier said than done
It goes against human nature 🤔
Bros, have a great weekend!
Taiwan Semiconductor
USTSM
$SpaceX(SPCX.US) has already broken its issue price
Just making a note
Waiting patiently for a good price🤔
SpaceX
USSPCX
Buffett is bullish on $Alphabet - C(GOOG.US)
Buying Google was his idea
$Apple(AAPL.US) will always be a core holding!
Added $Taiwan Semiconductor(TSM.US) long call last night
It's dragging down my portfolio today
Added a bit more
But the others are doing okay😂
Not investment advice!
$ASML(ASML.US) is leading the charge
released an extremely strong Q2 earnings report
Cash cow company
Next up is $Taiwan Semiconductor(TSM.US) 🤔
Wait patiently
Good luck will come when it's supposed to🤔
$Taiwan Semiconductor(TSM.US)'s June revenue was $13.8 billion
Month-over-month growth is 6.2%, year-over-year growth is a significant 67.9%
This data still dropped last night
Most likely caused by the Koreans
As a core holding, I won't touch it. As for long calls, I haven't seen a good opportunity yet 🤔
2-3x ETF
For highly volatile ones that swing back and forth, the cost (drag) can be significant.
Not recommended for you guys to play with.
Unless you're very sure about the trend.
Watching the volatility is exciting enough.
$SpaceX(SPCX.US)Damn... it's almost at the issue price
Waiting for the prince to fall into distress 🤔
SpaceX
USSPCX
Accompanying the boss for a walk🚶
The market never pities companies with poor performance. In the capital market, all operations rely on valuations that reflect the power dynamics of various stakeholders, not on the company's future prospects.
I still don't know why the Hong Kong stock market is rising📈
or why it's falling📉😂
Follow your gut feeling!
Speaking of every big drop
It's always tough when adding long call positions
Every time there's a big rally and I sell, I always feel like I didn't add enough
This position sizing is very important
It's probably the kind of position that lets you sleep well at night
A position where you don't care even if it's all gone 🤔
The two most valuable words in the world are:
Diligence and Perseverance!
I'm only focusing on $Tesla(TSLA.US) now
the expansion speed of Robotaxi's market map
and the number of Cybercabs deployed
waiting for Robotaxi's ChatGPT moment to arrive
it's just a matter of time
just be friends with time🤔
Been a bit busy this week
Haven't been training as much
Need to make it up these days
Life lies in movement💪
$Tesla(TSLA.US) delivered a total of 480,126 vehicles in the second quarter
exceeding market expectations of 402,776
Total production in the second quarter was 451,758 vehicles
Why is it falling?
If it's going to fall, let it fall hard, give me a chance to go long with some calls😂
Tesla
USTSLA
Reading isn't for the purpose of using it
but for not knowing when you'll need it🤔
